Gaming platform Roblox (RBLX) announced the launch of a new intellectual property (IP) licensing platform in partnership with streaming giant Netflix (NFLX), Lionsgate (LION), Sega (SGAMY), and Kodansha. Roblox’s platform will make it easier for companies to offer their IPs to creators to build and integrate their characters and worlds into its games.
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Roblox’s New IP Licensing Platform to Draw More Users
Roblox’s new licensing platform, which includes the Roblox License Manager and a Licenses catalog, enables rights holders of creative works to partner with creators to reach a larger audience. With this launch, creators can build experiences with popular intellectual property. The company stated that currently, seven IPs are available for licensed use by eligible creators, including Squid Game, Stranger Things, Twilight, Saw, Divergent, Now You See Me, and Like a Dragon. Roblox will add two more IPs in the coming weeks, with more IPs being added later this year.
Additionally, Roblox plans to partner with more IP holders throughout the year and aims to open the License Manager to all eligible IP holders in the months ahead. It is even exploring additional license types.
The company aims to have 10% of all global gaming content revenue flow through the Roblox ecosystem. To reach this target, Roblox stated that it needs a diverse group of creators who build a broad range of experiences on its platform across gaming, entertainment, and other areas.
Expectations from RBLX’s Q2 Earnings
Roblox is scheduled to announce its results for the second quarter of 2025 on July 31. Wall Street expects the company to report a wider loss per share of $0.37 in Q2 2025 compared to $0.32 in the prior-year quarter. Analysts estimate Q2 revenue of $1.28 billion.
RBLX stock has rallied by more than 94% year-to-date. The company impressed investors with its robust Q1 performance, supported by a 26% increase in the average daily active users (DAU) to about 98 million. Additionally, the massive success of the Grow a Garden gaming title helped bolster investor sentiment.
Is RBLX a Good Stock to Buy?
Wall Street has a Moderate Buy consensus rating on Roblox stock based on 15 Buys, four Holds, and two Sell recommendations. The average RBLX stock price target of $88.52 indicates a 16.3% downside risk.
