저자: JimCramer · 외국인
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결론: 로블록스(RBLX)는 메타버스에서 가장 유망한 베팅이라는 주장, 다만 단기 급등 후 변동성 존재. 로블록스 사업 평가: 소셜 네트워크 효과, 개발 플랫폼, 매력적인 게임이 결합된 독특한 구조라고 설명. 개발자 지급액 1억3천만 달러, 개발자 수 증가가 긍정 요인. 실적 및 주가: 최근 분기 매출이 두 배로 증가했고, 실적 발표 후 주가가 약 30% 급등, 이후에도 10% 이상 추가 상승. 한 달 차트상 약 55% 상승. 교육 시장 진출: 중·고등학교 및 대학용 게임 3종(로보틱스, 우주 탐사, 과학 진로) 개발에 1천만 달러 투자 계획. 교육 게임화에서 큰 상승 잠재력 기대. 경쟁 구도: 페이스북(메타)의 메타버스 투자는 위협일 수 있으나, 로블록스는 약 20년간 축적한 시행착오 경험이 있어 쉽게 따라잡기 어렵다고 평가. 직접 경쟁자로는 마이크래프트(마이크로소프트 소유)를 언급. 메타버스 전망: 바베이도스의 메타버스 대사관 설립 등 국가 차원의 활용 사례 소개. 엔비디아가 AI와 VR용 그래픽 칩에서 핵심 플레이어라고 언급. 로블록스 측 발언: 월간 활성 이용자 약 2억 명, 교육 시장 진출 계획, 중국 규제 영향은 보수적 전망에 미반영. 장기적 관점 강조. 리스크: 대규모 장애(3일 중단) 발생, 회사는 원인 분석 공개 예정. 다만 복구 후 이용자 이탈은 없었다고 함. 중국 정부의 게임 규제 및 정치 환경 변화가 불확실 요인. 출연자 전망: 로블록스 주가에 대해 긍정적이며 장기 성장 잠재력에 무게를 둠.
다듬은 글
who gets to the medivh metaverse first it's roblox they got up ahead of facebook facebook they did my money's on roadblocks the popular online gaming platform that makes it easier for users to create their own digital experiences but the most important player in the metaverse and it's indeed nvidia not only do they dominate artificial intelligence they also make the best graphics chips that can power virtual reality barbados will become the first sovereign nation to establish an embassy in the metaverse the caribbean island nation is working with multiple metaverse companies to legally establish embassies consulates my question is why is barbados doing this what problem does this solve that can't be done with physical embassies we think about global diplomacy we're speaking about 190 plus potential relationships that need to be maintained we think about the advent of such technology we can start looking towards a lower cost much more efficient infrastructure that really plays to the modern age if we start looking at the barbados context and the barbados citizen we have a lot of talented individuals we have a lot of creators of art music this is a way for us to capture this creative content display it in a way and start offering a new type of cultural diplomacy while merging that with technological diplomacy and when we think about global travel this is a this is a way of curving that climate costs by allowing us to start utilizing technology how exactly does this work what does it mean to have an embassy in the metaverse what are what is what services does it offer how do people use it i think that might be useful for people to understand exactly what this initiative is so what this really means is the ability for the next generation of digital nomads and users to really enter a different type of environment virtually walk into a virtual embassy and apply for various digital services this is just taking what we already have in the digital space and enhancing that is allows us to create an environment that lets us turn to other nations around the world how do i get onto this metaverse most of these metaverses are accessible by your smartphone your pc your computer but more specifically using a 3d headset that roblox had a big outage uh not too long ago because yeah that's right that didn't stop the stock last week from going up 30 percent after the company reported his quarterly results but today the stock is up more than 10 percent this is on the heels of its how roblox fits into the metaverse roblox also saying that it sees tam total addressable market of 200 billion dollars in the categories when it comes to mobile when it comes to streaming content and also social media and yesterday also the company announced that uh it is getting into the educational video game in the classroom uh arena this would be worldwide it's investing some uh 10 million dollars to develop three video games one for middle school for high school and also for colleges in the areas of robotics space exploration and also careers in science the stock as i mentioned absolutely on fire especially over the last week you can see if you pull up this one month chart it's up 55 percent of revenue doubled for its latest quarter as they announced last week even with that outage that you had mentioned i think the the idea with roblox is it's unique so there's three real special parts of it it's a social network so it has those sort of network effects right and it has a sort of a platform and development aspect to it and you know put those two together and people you know cooperate and have fun building games sort of amateur game builders but then it's also got a lot of really compelling games on top of that platform and you know obviously they paid out 130 million uh in you know developer fees and there are a lot of you know an increasing number of developers right making very compelling games so it's very compelling only online any gameplay that really has those three things like that together that i know rece today they announced that they're going to be hitting the education market with you know games for education gamifying uh education which i think has been a long time coming uh and a lot of people have tried but um i think these guys might have uh roblox might have a real good chance of of fulfilling that which you know really a pretty significant upside potential going forward but is facebook's complete focus on the metaverse and and rebrand its name to to reflect that including the billions in spending that they're going to do a threat to a roblox of course there could be a threat but i think roblox is probably the more direct competitors are the likes of minecraft right from which is owned by microsoft now which is probably the most similar comparable uh sort of uh uh experience and platform i think there are other uh higher end platforms that you know um the the creation engine there's uh uh there's a number of those that are out there some are private uh so i would look to those it's gonna be a long haul for for facebook to do what roblox has been doing for almost 20 years they coined the phrase metaverse about what they were gonna do almost 20 years ago now and you have to be you know a lot of that trial and error and making mistakes and fixing that's experience that you can't replicate even if you're facebook with all the money that you got right what are the key takeaways for investors today about where roblox is going we talked about our amazing community that powers everything on roblox everything the millions of experiences all built by this amazing community roblox just overtook activision as the world's most valuable gaming company are we seeing a changing of the guard here in terms of the kinds of games people want to play now and into the future we shared a vision today of this future category sometimes called the metaverse we think of it as a human co-experience category that supports people coming together to socialize to learn to play someday to work to experience entertainment and amazing brands so we don't usually think of ourselves as a video game company that said our millions of creators make amazing games and experiences on the platform that sometimes our games and sometimes our music concerts so i don't know if it's as much changing as the guard as maybe the emergence of a new category we're actually in the middle of it right now there's over 200 million roughly monthly people on the roblox platform every month they do a lot of things they have an identity they have an avatar they do stuff together facebook just changed its name to meta and seems to want to own the metaverse will they will any one company own this new world opportunity i think it's going to change the way people both communicate the way we share stories i think ultimately it's going to allow people to learn together in interesting new ways as more people are working remotely it's going to power that as well we're we're very optimistic about a really big civil society emerging on these types of platforms but we think we're still actually really early we're very proud of how much we've worked to make this a place where people can come together to be with their friends to do things it's the foundation of our company and we really have no tolerance for things like bullying for example you see big potential for education in the metaverse and i know you're trying to get 100 million students engaged there by 2030.
but we're also optimistic even further off in the future for some people that don't have access to education they may be able to use these 3d type platforms to join a class dissect a frog even when they're not near that school now you've been expanding in china but you're coming up against the government crackdown there on gaming how is that impacting you and are you reconsidering any of your plans i think this type of technology is going to really uh connect people all around the world we're very conservative financially with you know our forecasts we don't roll china into that um and of course as you mentioned it is a changing political landscape but we take the long view in everything we do as well as respect our community to go i believe you know you were down for three days what lessons did you take from that as you scale and grow we took this very seriously and we're going to publish an analysis of what happened and share what we're doing to make sure this never happens again uh we were really surprised by the outpouring of our community and support and when when that outage when we came back up we didn't lose any of the people on the platform which was very gratifying
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