How in-game spending will eat the games world Though still only at approximately 4% consumer penetration, Roblox has been showing continuous growth in engagement across MIDiA’s 2020 quarterly surveys. These are the key factors that will drive the net result:ġ) How much can Roblox grow its user base, partnerships and ARPU during the postponement period?Ģ) Will Wall Street’s appetite for post-pandemic disruptors continue into 2021? (And will Wall Street assess Roblox as a post-pandemic disruptor?)Ī key driver of Roblox’s valuation will be its ability to continue increasing engagement (a vital component of Roblox’s microtransaction monetisation funnel) while simultaneously making sure that ARPU grows. The CEO’s memo said: “Based on everything we have learned to date, we feel there is an opportunity to improve our specific process for employees, shareholders and future investors both big and small.”Ĭrudely speaking, Roblox likely believes it can get a better value from the IPO by postponing. WSJ states that “…company officials decided that the gravity-defying performance this week of Airbnb and DoorDash made it too difficult to determine the right price for the videogame company’s shares”. The Wall Street Journal has reported that Roblox is delaying its IPO to 2021.
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