ROBLOX:2Q25业绩超预期 多款爆款游戏涌现

中金公司
Aug 01

2Q25 业绩好于我们预期Roblox 公布Q2 业绩:订阅收入14.38 亿美元,同增50.5%;营业收入10.81亿美元,同增20.9%;调整后EBITDA 3.20 亿美元,同增181.0%。公司2Q25订阅收入大幅好于我们及市场预期,主要系《Grow a Garden》驱动。发展趋势《Grow a Garden》驱动公司业绩大超预期,3Q25 指引积极。2Q25 公司订阅收入/DAU分别...

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