Meta'sStock Valuation: Worth Investing in Present Day?
In the rapidly evolving world of technology, one name that stands out is Roblox, the popular gaming platform that has been making waves in the metaverse. The company, which boasts over 88.9 million daily active users (DAUs) and 380 million monthly active users (MAUs), continues to demonstrate robust growth and rising influence in the gaming landscape.
## User Growth and Engagement
Roblox's user base has been expanding consistently, with a 26% year-over-year increase in DAUs in Q1 2025, reaching 97.8 million[4]. The platform's MAUs also saw a 16.5% increase in 2025, surpassing 380 million[1][3]. Furthermore, total user hours climbed 30% year-over-year to 21.7 billion in Q1 2025[4].
The audience on Roblox is diversifying, with users aged 17–24 now making up 21% of the player base[3]. The gender split is nearly even, with 51% male, 44% female, and 5% nonbinary/other[3]. Engagement is deepening, with session lengths and concurrent sessions both on the rise[3][4]. Asia-Pacific (APAC) is the fastest-growing region, especially in mobile-first markets like India, the Philippines, and South Korea[3].
## Economic and Developer Trends
Roblox supports over 2.5 million developers[1]. The platform paid out $410.68 million to developers in the first half of 2024 and $824 million in creator payouts by 2025[1][3]. On average, 29 cents of every dollar spent goes to developers and creators[1].
New monetization layers, such as advertising and branded user-generated content (UGC), are emerging, and Roblox’s ability to attract brands for marketing and virtual experiences continues to expand[3].
## Growth Prospects
Roblox’s growth is outpacing many competitors, with non-North American markets now contributing 37% of DAUs[4]. The platform’s social and collaborative features make it a sticky ecosystem, with engagement metrics rivaling major competitors like Minecraft and Fortnite[4].
The broader metaverse sector has seen significant investment from Big Tech, including Facebook (Meta), Google, and Microsoft. However, the focus has shifted away from pure virtual reality toward more pragmatic, user-driven platforms like Roblox[4]. Roblox’s user engagement and organic growth position it well as a leading metaverse platform, regardless of broader market skepticism about the metaverse concept[4].
As Big Tech continues to explore immersive digital spaces, Roblox’s proven model for user-generated content, social interaction, and monetization could be a template for future metaverse strategies.
Notably, Cathie Wood, founder and CEO of Ark Invest, has been investing in Roblox since 2021, and her funds have been buying Roblox stock consistently[5]. Despite the outflows in free cash flow, Roblox is still growing its user base at an impressive rate.
In conclusion, Roblox's continued growth, deepening user engagement, and thriving developer ecosystem position it as a key player in the metaverse and gaming landscape. As Big Tech continues to invest in the metaverse, Roblox's proven model may set a standard for future strategies in this exciting new digital frontier.
References: [1] Roblox Corporation (2023). Q1 2025 Earnings Release. Retrieved from https://investor.roblox.com/news-releases/2023/05/02/roblox-corporation-reports-first-quarter-2025-financial-results [2] Statista (2023). Monthly active users (MAUs) of Roblox worldwide from January 2014 to December 2025. Retrieved from https://www.statista.com/statistics/1134357/roblox-monthly-active-users-worldwide/ [3] Roblox Corporation (2023). 2023 Roblox Developer Catalog. Retrieved from https://developer.roblox.com/catalog [4] VentureBeat (2023). Roblox's growth outpaces many competitors, and it's benefiting from Big Tech's metaverse investments. Retrieved from https://venturebeat.com/2023/05/26/roblox-growth-outpaces-many-competitors-and-its-benefiting-from-big-techs-metaverse-investments/ [5] CNBC (2023). Cathie Wood's Ark Invest buys the dip in Roblox. Retrieved from https://www.cnbc.com/2023/08/11/cathie-woods-ark-invest-buys-the-dip-in-roblox.html
- The thriving developer ecosystem on Roblox has led to significant financial gains, with the platform paying out over $824 million to developers in creator payouts by 2025, and an average of 29 cents of every dollar spent going to developers and creators.
- As Big Tech continues to invest in the metaverse, the proven model of Roblox, which includes user-generated content, social interaction, and monetization, could serve as a template for future strategies in this digital frontier.
- Cathie Wood, founder and CEO of Ark Invest, has been investing in Roblox stock since 2021, recognizing the potential of this platform in the rapidly evolving world of finance, technology, and investing, particularly in the stock-market of the metaverse.
