Roblox has put a hold on its service in China for an overhaul, but it's not clear where the game platform is headed next.

Roblox is home to tens of millions of daily users and user-generated experiences, casting a clear shadow on Meta’s own social VR platform, Horizon Worlds.

- Roblox is huge. 169M monthly users, while the Quest 2 hit around 6.5M in late 2022, making the active Roblox user base more than 25x larger, or 500x-1000x the active Horizon World user base.

Roblox Earnings: Strong Metrics Drive Bookings Growth; Operating Leverage Improvement on the Horizon Maintaining $65 fair value estimate on Roblox stock; shares undervalued.