Product Growth

Share this post

Not Just Hype: Roblox as the Shopify of Gaming

aakashgupta.substack.com

Not Just Hype: Roblox as the Shopify of Gaming

The metaverse platform company is a gaming Unicorn πŸ¦„

Aug 22, 2021
3
Share this post

Not Just Hype: Roblox as the Shopify of Gaming

aakashgupta.substack.com

Key Takeaways
β€’ Roblox raised capital at a valuation ~35% too low with its series H/direct listing
β€’ Roblox has had ~80% annualized growth in monthly active users, a one of a kind growth trajectory in gaming
β€’ The public market has the right idea, valuing Roblox like Shopify at ~40x sales

Keep reading with a 7-day free trial

Subscribe to Product Growth to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
Β© 2023 Aakash Gupta
Privacy βˆ™ Terms βˆ™ Collection notice
Start WritingGet the app
SubstackΒ is the home for great writing