How Amazon, Microsoft Gained Out Of Roblox's Outage?

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  • Multiple gaming apps gained from Roblox Corp's RBLX three-day Halloween weekend outage, Sensor Tower reports.
  • Roblox's gaming platform went dark on October 28 evening. It returned on October 31, leading to gains in apps also favored by Roblox's younger users, including Microsoft Corp MSFT Minecraft, Among Us, and, possibly, Amazon.com Inc AMZN Twitch.
  • Overall, the average time spent in the app was down by 93% week-over-week.
  • Minecraft's usage observed a 2% week-over-week boost in use during the same period between October 29 - October 31. Among Us surged upwards by 6%. 
  • The jumps were likely due to Roblox users looking for another game to visit over the weekend to network with friends. 
  • Additionally, Among Us usage jumped 12% on October 29 compared with the day before the outage, and Minecraft usage bumped up 13%.
  • User time on the Twitch app grew 8% week-over-week and saw an 11% increase in average session count. Interestingly, Twitch hosted the League of Legends semi-finals over the Halloween weekend, featuring many unique holiday streams from popular gamers.
  • Early data indicated that Among Us installs jumped up 19% from the day prior on October 30 to reach 436,000 across both Apple Inc AAPL iOS and Android. They were also up 44% week-over-week. 
  • Price Action: RBLX shares traded lower by 1.9% at $79.59 on the last check Tuesday.
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