Roblox Corporation
RBLXleaderRoblox is a global online platform where millions of users create, share, and play in immersive 3D experiences. It has over 80 million daily active users, primarily children and teens.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($3.6B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
User-generated gaming and social platform with virtual experiences
In-platform currency for purchasing items, game passes, and avatar accessories
Immersive brand advertising within Roblox experiences
Lieferkettenbeziehungen
Partner
iOS App Store distribution
Auswirkung: High — major mobile distribution channel
Google Play distribution
Auswirkung: High — major mobile distribution channel
Xbox platform and cloud services
Auswirkung: Medium — gaming platform and Azure infrastructure
Makro- und Marktkontext
광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Nächste Katalysatoren
Aktuelle Nachrichten
KI-Analyse
Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Roblox Corporation.
Unternehmensinformationen
Sektorübersicht — 커뮤니케이션 서비스
Sektornachrichten광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Hauptthemen
- •AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
- •Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
- •스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증
Nächste Katalysatoren
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)