-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。RBLXは2026年第1四半期に堅調な業績を達成し、売上高は14億4,200万ドル（前年同期比39%増）、予約売上高は17億3,100万ドル（前年同期比43%増）となりました。ただし、訴訟費用のため、純損失は2億1,600万ドルから2億4,800万ドルに拡大しました。ユーザーエンゲージメントは引き続き好調で、デイリーアクティブユーザー数は1億3,200万人（前年同期比35%増）、利用時間は310億時間（前年同期比43%増）に急増し、プラットフォームの定着率の向上を示しています。各地域における力強い国際業績と健全な開発者エコシステム、そして3億5,000万ドル（前年同期比43%増）の取引手数料は、グローバル展開戦略の正当性を裏付けています。経営陣は、第2四半期の予約額を15億5,000万ドル～16億1,000万ドル（前年同期比8～12%増）、通期の予約額を73億3,000万ドル～76億ドル（前年同期比8～12%増）と予想しています。当社は、プラットフォームの強力なキャッシュ創出能力（フリーキャッシュフロー5億9,600万ドル、前年同期比40%増）と62億ドルの潤沢な現金ポジションにより、AIインフラへの継続的な投資と安全対策への取り組みに柔軟性がもたらされると考えています。広告事業は2026年に健全な成長を示すと予想しており、コンテンツの多様化と中国市場への参入機会の可能性を注視していきます。
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