Not Just Hype - Roblox as the Shopify of Gaming

Mar 26, 2021

∙ Paid

Key Takeaways
• Roblox raised capital at a valuation ~35% too low with its series H/direct listing
• Roblox has had ~80% annualized growth in monthly active users, a one of a kind growth trajectory in gaming
• The public market has the right idea, valuing Roblox like Shopify at ~40x sales

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