Roblox has rapidly grown, and in this note, we provide a very deep and comprehensive exploration of the platform. Ultimately, we rate the company a modest buy.

Roblox last week revised its policies to explicitly prohibit ads targeted at users under 13, or those in the Gen Alpha range.

Skincare brands, including the acne brand Differin, are flocking to Roblox to reach their newest, youngest customers.

Lasting Impression: Gen Z & Alpha spent a remarkable 334m minutes with the campaign – equivalent to watching the movie 330,000+ times.