$RBLX engagement continues to inflect higher.

RBLX (monitor): Roblox’s third-party 7-day, two-year Hours growth accelerated to ~33% through August 30 from ~25% in early August, increasing the odds that July marked the bookings-growth trough. Mobile rankings, breakout experiences and purchase-oriented game mechanics are constructive, while Build could begin converting free-credit usage into spending. Hard August bookings remain the key confirmation: recovery toward the mid-teens alongside stabilizing bookings/hour would signal reacceleration, while ~10-11% would be concerning.

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