Roblox vs Infosys
This page compares Roblox (ROBLOX Corporation) and Infosys (Infosys Ltd.) across business models, financial performance, and market context in a neutral, accessible tone. By examining how each company creates value, their revenue models, and their industry positioning, readers gain context for informed consideration. Educational content, not financial advice.
This page compares Roblox (ROBLOX Corporation) and Infosys (Infosys Ltd.) across business models, financial performance, and market context in a neutral, accessible tone. By examining how each company...
Why It's Moving
Roblox shares dip on warnings of slowing bookings growth in key U.S. and European markets.
- M Science analyst notes U.S. bookings growth slowed to low-30% YoY in September from mid-50% in July, tied to back-to-school normalization in mature markets.
- Non-core markets outside U.S. and Western Europe hold strong bookings momentum near recent peaks, cushioning the core slowdown.
- Shares down 4% Friday morning, reflecting investor surprise at regional deceleration despite overall 'objectively strong' bookings growth.
Infosys wraps up massive share buyback, extinguishing 10 crore shares to boost shareholder value.
- Buyback extinguished 10,00,00,000 shares at Rs. 1,800 per share, shrinking equity base by 2.41% and concentrating future profits on fewer shares.
- Notification to stock exchanges on Dec 11 confirms programme closure, following board approval in September and execution in November.
- Heavy put option activity on Dec 12 at 1580 strike reflects short-term caution, with stock dipping 0.83% amid waning delivery volumes.
Roblox shares dip on warnings of slowing bookings growth in key U.S. and European markets.
- M Science analyst notes U.S. bookings growth slowed to low-30% YoY in September from mid-50% in July, tied to back-to-school normalization in mature markets.
- Non-core markets outside U.S. and Western Europe hold strong bookings momentum near recent peaks, cushioning the core slowdown.
- Shares down 4% Friday morning, reflecting investor surprise at regional deceleration despite overall 'objectively strong' bookings growth.
Infosys wraps up massive share buyback, extinguishing 10 crore shares to boost shareholder value.
- Buyback extinguished 10,00,00,000 shares at Rs. 1,800 per share, shrinking equity base by 2.41% and concentrating future profits on fewer shares.
- Notification to stock exchanges on Dec 11 confirms programme closure, following board approval in September and execution in November.
- Heavy put option activity on Dec 12 at 1580 strike reflects short-term caution, with stock dipping 0.83% amid waning delivery volumes.
Which Baskets Do They Appear In?
EU's Digital Markets Act Boosts App Economy
This collection features companies positioned to benefit from Apple's EU policy changes. App developers can now bypass App Store fees through alternative payment systems, potentially boosting their revenue, while payment processors gain access to new transaction streams.
Published: June 30, 2025
Explore BasketMetaverse Experience Builders
Get exposure to the companies creating the foundation of virtual worlds. These carefully selected stocks represent the innovators building the software platforms, game engines, and hardware that will define the next generation of digital experiences.
Published: June 17, 2025
Explore BasketGen-Z Stocks
This carefully selected collection features companies that dominate youth culture and digital lifestyles. Our professional analysts have identified the brands and platforms most loved by the next generation of consumers, offering you a gateway to this powerful market trend.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
EU's Digital Markets Act Boosts App Economy
This collection features companies positioned to benefit from Apple's EU policy changes. App developers can now bypass App Store fees through alternative payment systems, potentially boosting their revenue, while payment processors gain access to new transaction streams.
Published: June 30, 2025
Explore BasketMetaverse Experience Builders
Get exposure to the companies creating the foundation of virtual worlds. These carefully selected stocks represent the innovators building the software platforms, game engines, and hardware that will define the next generation of digital experiences.
Published: June 17, 2025
Explore BasketGen-Z Stocks
This carefully selected collection features companies that dominate youth culture and digital lifestyles. Our professional analysts have identified the brands and platforms most loved by the next generation of consumers, offering you a gateway to this powerful market trend.
Published: June 17, 2025
Explore BasketVisionary Founders
Invest alongside the original innovators who still lead their companies today. These stocks represent businesses where founding visionaries maintain hands-on leadership, bringing their passion, insight, and long-term commitment to drive exceptional growth.
Published: June 17, 2025
Explore BasketGaming
This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.
Published: May 26, 2025
Explore BasketInvestment Analysis
Roblox
RBLX
Pros
- Roblox's Q3 2025 revenue increased 48% year-over-year to $1.92 billion, surpassing expectations significantly.
- Monthly unique payers rose 88% to 35.8 million, showing strong user monetization growth.
- Roblox demonstrated strong regional growth, especially in the Asia-Pacific market, with Indonesia bookings up 804%.
Considerations
- Despite beating earnings and revenue forecasts, Roblox's stock price fell 9.2% in pre-market trading after Q3 2025 results.
- The company reported a negative earnings per share of -$0.37, signaling it is still unprofitable.
- Roblox faces volatility risk evidenced by a recent 22.3% stock decline in less than a month and a high price volatility around 8%.
Infosys
INFY
Pros
- Infosys maintains a leading position as a global IT services provider with a diverse client base and steady revenue growth.
- Strong operational efficiency and consistent profitability have supported Infosys’s robust free cash flow generation.
- Infosys benefits from expanding cloud, digital, and automation services demand, driving its medium-term growth outlook.
Considerations
- Infosys is exposed to macroeconomic and currency fluctuations, which can impact its margins and reported earnings.
- Competitive pressure from both global IT giants and emerging local players poses execution risks to maintaining market share.
- Recent margin pressures and concerns over wage inflation could challenge Infosys’s cost structure and profitability.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Roblox vs Corning
Roblox vs Corning: neutral company comparison
Roblox vs Airbnb
Roblox vs Airbnb: A business comparison.
Roblox vs América Móvil
Roblox vs América Móvil