Schwab Network on $RBLX (Oct 30, 2026)

Let's talk about Roblox, because they're not the only company with user trend problems. The number of daily active users appears to be lower than expected , but has decreased by roughly 9.5 percent.

I know I'm joking a bit , but a 9.5 percent decline in the current market is now commonplace. Yes, really. And there are also several challenges here. This is another company that has performed better than expected, but the problem is engagement, and this is something we see more often on social media or gaming platforms like Roblox.

What is the engagement rate? They reported a loss of 32 cents this year , which was better than expected. Revenue is 1.7 billion, which is also higher than expected. Daily active users fell 9 percent to 138 million.

So, it's lower than Wall Street's expectations. Engagement time has decreased by 15 percent. That is, the rate of time spent on the platform has decreased. Bookings have decreased by 12 percent.

This is basically Robux or their revenue generation method. The things they've added recently, and as a parent I know personally, have increased the control system. They see it as a short-term limitation.

But it is expected to help in the long run. They have introduced various safety measures that can show you how much time your child is spending on the platform. You can impose more control if you want.

My child is personally spending less time on it than before. '99 Nights in the Forest' is one of the games he plays. This is not one of their blockbuster games anymore. Last year, Stardew Valley, which he played regularly, and Royal Garden were another game.

They were very popular with their users. My child is not playing Stardew Valley this year.

I know this is just one user's experience, but in terms of overall data, it's not as popular as some of the popular games of last year. So, it has now become more difficult to compare popular games on their platforms.

And there's competition here, Alex. But the situation is not entirely bad.