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jeffsonstein ("Jeff Sonstein") wrote:

bingo!

"The analyst wrote that Roblox should be viewed as an internet company, rather than a videogame company. He pointed to the social nature of Roblox, as well as how it offers the ability make games and sell items on its platform. That could explain why Roblox’s adjusted revenue and user metrics have outperformed more traditional game companies in recent months, according to the analyst."
https://www.barrons.com/articles/roblox-stock-upgrade-e66a3e2b