The Cash Flow Critic

@plasma_node It’s not mutually exclusive but it sometimes can be. There’s some amazing content that also monetizes well.

"the ultimate goal of making a Roblox game is to extract their money, which is mutually exclusive with giving them a good gameplay experience"

@rbxrcc Hahaha happy April fools!

URGENT: In a historic $25 billion deal, Lei Jun, CEO of Xiaomi, has completed the acquisition of Roblox Corporation. The platform will be immediately rebranded as "Xiaomi Group", with all user data transferred to Xiaomi's servers. Full statement to follow. #Roblox #Xiaomi #BreakingNews

Agreed!

@FinanceJack44 The metaverse / UGC market exists, but it’s largely mobile. Roblox currently leads by a lot on UGC and its player base is primarily on mobile.

While everyone is dunking on $META for shutting down the metaverse… Can we take a second and realize how insane it is that they can spend $80 billion, get zero ROI, and be completely fine. The silver lining in this whole situation is it shows how good Meta’s business is.

@kimmonismus It’s not quitting the metaverse but refocusing on mobile. Mobile is where UGC market is at, see Roblox for example. VR was not popular enough. UGC / metaverse is not exclusive to VR and meta has realized that. Expecting meta to increasingly try to compete against Roblox.

The most expensive experiment in history: Meta spent $80 billion on the Metaverse. It will be shut down for good in June. $80,000,000,000 just gone.

@Roblox_RTC Finally

Roblox will be renaming "Connections" back to "Friends"

I want to highlight, hours engaged per DAU exploded last summer and was up around 13% Y/Y in Q3/Q4. I’m guessing just the unseasonable user engagement from viral hits provides a lot of room for hours reversion this year, which may be contributing in addition to age verification and brainrot slowdown.

Agreed! I’m seeing on weekly hours regression that as of last Thursday weekly engagement was up 34% Y/Y. Engagement was up 50-60% a month ago. A noticeable decline in CCUs within the top 10 especially(and brainrot genre in general). I’m optimistic their discovery improvements recently(deep play through rate signal) may be positive for engagement trends over the next few weeks, will be interesting. Assuming no new breakout hits, summer hours might be up high singles Y/Y. You’re seeing new hits(escape tsunami for brainrots, knockout) that haven’t been as explosive as SAB / GAG, maybe in part seasonal given the timing of when they emerge tbf.

$RBLX below ipo price

@NiftyyD24 Put Roblox moments as its own section on the app - instead of the charts section, put moments there.

If you could add something to Roblox, what would you add?

Nope, get an accounting degree and you’re fine

@DudeWhoInvests Just get an accounting degree and you’ll be good

Wait so you took out nearly $100,000 in debt to get your bachelor’s and you’re working at McDonald’s??

@RobloxNewsroom Love this

We're introducing real-time rephrasing of profanity to keep gameplay smooth, civil and fun. about.roblox.com/newsroom/2026/…

CCUs declining doesn’t mean users declining. It could be less engagement per user. Engagement per user exploded last year after grow a garden emerged. Given the lesser presence of new hits, engagement dynamics have simply reverted to pre-grow a garden but now with 39% higher engagement Y/Y so platform still is structural better off.

a) Can you pull data from 6 months ago? Those metrics would be more severe. b) Even comparing YoY CCU, we’re seeing ~35% growth, which is standard for Roblox and that’s the problem. Standard growth suggests the audience boost from GaG, SaB didn’t convert to other games, meaning those users didn’t stick on the platform.

When are you gonna stop falling? Every week I look at analytics and think we stabilized… … next week is another bottom 🥲🥲🥲 #Roblox #RobloxDev #RobloxUGC

I want to highlight, is this is really a decline in users or a decline in engagement per user? I think it’s largely engagement normalizing after explosive engagement last year that was driven by popularity of grow a garden and steal a brainrot. It appears admin abuse events from grow a garden and steal a brainrot have lost steam too. See the chart attached which shows engagement per user has a lot of room to fall from the peak. I think engagement dynamics are coming back to normal.

I think it’s a few things a) Grow a Garden and Steal a Brainrot (which pulled many new players to Roblox) isn’t new and hot anymore. People are leaving those games and not sticking around. b) Admin Abuse is losing steam. Now that every game does one it’s no longer some magical can’t miss event. c) The social stigma around Roblox is changing. It’s no longer this “cool” thing everyone at school is playing. Now it’s “cool” to NOT play Roblox. I imagine it’ll keep dropping until it stabilizes somewhere just above pre GAG/SAB levels.

@VITOLINOBOSS School happened

haven't seen numbers like these on a roblox game in a while what happened?

@enb_2008 @infodexx Good point!

@thecfcritic @infodexx Realistically Roblox shouldn’t be on this list due to it being a platform not it’s not even a game 🫩

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@mohamedamr009 @infodexx Nope! Just sharing the truth. Roblox actually has 10 times more concurrent users than Fortnite.

@thecfcritic @infodexx ur either 12 or a 40 year old pedo

@im_guptaa @infodexx Yes

@thecfcritic @infodexx Are you serious??

$RBLX hours growth decelerated to ~ 39% Y/Y this past week