-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：RBLX公佈了2026年第一季穩健的業績，營收達14.42億美元（年成長39%），交易金額達17.31億美元（年成長43%），但由於法律和解費用，淨虧損從2.16億美元擴大至2.48億美元。用戶活躍度依然強勁，每日活躍用戶達1.32億（年增35%），用戶使用時長飆升至310億小時（年增43%），顯示平台用戶黏著度不斷增強。 RBLX在各地區的強勁國際表現以及健康的開發者生態系統（交易手續費達3.5億美元，年增43%）驗證了其全球擴張策略的正確性。管理層預計第二季預訂額為15.5億美元至16.1億美元（年增8%至12%），全年預訂額為73.3億美元至76億美元（年增8%至12%）。我們相信，該平台強勁的現金流（5.96億美元自由現金流，年增40%）和62億美元的穩健現金儲備，為其持續投資人工智慧基礎設施和安全措施提供了靈活性。我們預計廣告業務將在2026年保持穩健成長，同時密切關注內容多元化和潛在的中國市場准入機會。
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