异动解读 | Roblox上调年度预期,日活用户破亿,盘前股价大涨8.64%

异动解读
Jul 31, 2025

游戏平台巨头Roblox Corporation(RBLX)今日盘前股价大涨8.64%,投资者对公司最新财报和业务展望表现出高度热情。

根据最新公布的财报,Roblox第二季度表现亮眼。日均活跃用户增长41%,达到1.118亿,创下历史新高。用户参与时长也同比跃升58%,达到274亿小时。这一增长很大程度上得益于"种植园"等病毒式传播的热门游戏。财务方面,第二季度预订额达14.4亿美元,远超市场预期的12.4亿美元。

更令投资者兴奋的是,Roblox大幅上调了2025财年的预订收入预期,从此前的52.9亿-53.6亿美元提高至58.7亿-59.7亿美元。公司还预计第三季度预订额将达到15.9亿-16.4亿美元,同样超出了此前13.5亿美元的预期。此外,Roblox正在积极拓展游戏之外的收入来源,将平台打造成社交、商务和广告中心,进一步增强了投资者对公司长期增长潜力的信心。

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