TMTB: BofA Conference summaries: RBLX small group mtg, AMD, MRVL, PANW, CRM, DDOG, CYBR, MRVL, DELL,

RBLX Small Group Meeting

Roblox’s executive (CFO Michael Guthrie) opened with a retrospective on the last 15-18 months: discovery algorithms were shifted from platform-wide “engagement first” ranking to user-level, retention-first personalization. That cured older problems of stale, front-page titles and sharply broadened the long-tail of content now surfaced to each player. The company is confident that even when a blockbuster arises, the algorithm still feeds users fresh alternatives, keeping bookings growth and engagement resilient.

Viral hit “Grow a Garden” and content concentration