DAUs

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Developer exchange fees

Infrastructure and trust & safety

Research and development

General and administrative

Sales and marketing

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Roblox

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Roblox reports robust Q4 performance, eyes advertising and UGC growth

Roblox delivered strong financial results, emphasizing growth in bookings, user engagement, and monetization, supported by a focus on innovation and safety.
While facing challenges in balancing growth and efficiency, the company is well-positioned to capitalize on opportunities in advertising, UGC, and expanding its creator community.
Overall, Roblox's performance reflects a resilient business model with a strategic focus on long-term growth, innovation, and diversification of revenue streams.

Roblox reports robust Q1 earnings, eyes international expansion and ad revenue growth

Roblox's Q1 2023 performance reflects solid revenue growth, strong user metrics, and a thriving developer community
The company's strategic focus on innovation, cost control, and international expansion positions it for sustained growth
Challenges include competition, user engagement trends, and balancing investment with margin considerations
Opportunities in ad revenue, international expansion, and AI present avenues for future growth and differentiation

Roblox reports strong Q2 results, eyes profitability and global expansion

Roblox's Q2 2023 performance reflects robust growth in bookings, user metrics, and developer ecosystem, positioning the company for long-term success.
Strategic focus on profitability, international expansion, and technology investments underscores a balanced approach to driving revenue and shareholder value.
Challenges in cost management, ad monetization, and platform security require proactive strategies to sustain growth and competitive advantage in the market.

Roblox reports robust Q3 performance, eyes global expansion and efficiency

Roblox's Q3 performance reflects strong growth and strategic focus on global expansion and efficiency gains.
While facing challenges in exchange fees and meeting DevEx targets, the company is poised for growth through opportunities in infrastructure efficiency and advertising.
Investors can expect continued emphasis on cost savings, developer community engagement, and leveraging AI for future growth.

Roblox reports robust Q4 performance, eyes sustained growth strategies

Roblox's Q4 2023 and full-year performance showcased strong growth in key metrics, supported by investments in innovation and international expansion efforts.
The company's strengths in fostering creator success, stable monetization strategies, and strong user engagement position it well for continued growth.
While facing challenges in balancing growth and investments, Roblox has opportunities to further enhance monetization, user engagement, and financial performance.
Overall, Roblox's focus on sustained growth, platform advancements, and optimizing financial metrics underscores a promising outlook for future success.

Roblox reports strong Q1 results, eyes growth in branded experiences

Roblox's Q1 2024 results exceeded revenue expectations but fell slightly below in bookings. The company remains focused on long-term growth potential, profitability, and cash flow targets, with investments in AI tools and safety measures.

Roblox exceeds Q2 revenue expectations, focuses on growth strategies

Roblox delivered strong financial results, showcasing margin expansion and strategic initiatives for growth. The company's focus on cost discipline, user engagement, and revenue diversification positions it well for future success.

Roblox exceeds Q3 expectations with strong revenue and user engagement

Roblox's Q3 2024 performance reflects strong revenue, bookings, and user engagement, supported by a focus on safety, user experience, and financial efficiency.
Challenges include balancing growth expectations, investment in new tools, and maintaining monetization rates amidst evolving market dynamics.
Opportunities in optimizing pricing, expanding genres, and leveraging console success position Roblox for sustained growth and innovation in the virtual economy.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

In August 1989, David Baszucki started a company called Knowledge Revolution which made educational physics and mechanical software. He created a 2D simulated physics lab called Interactive Physics, enjoyed by students around world. During this time he hired his first employee, Erik Cassel, who would go on to form Roblox with him. 

David and Erik launch the beta version of Roblox, DynaBlocks, in order to scale the creativity and imagination of their former company.

The company raises $560,000 of Series A funding, putting the company's pre-money valuation at $1.5 million. 

After realizing people had a hard time remembering its name, the company officially changes from DynaBlocks to Roblox, and Roblox launches on September 1, 2006.

Roblox becomes compliant with COPPA by adding a safe chat feature to protect users under the age of 13.

Roblox raises $2.9 million in Series C venture funding from First Round Capital, Altos Venters and Kleiner Perkins—putting the company's pre-money valuation at $6 million. 

The company holds its first Hack Week by inviting Roblox developers to work on outside-the-box ideas to present.

An iOS version of Roblox is released, and Roblox is now mobile.

Roblox allows developers to exchange their Roblox digital currency, Robux, into real-world currency. Pays to play.

Roblox launches on Xbox One starting with 15 games.

Roblox VR for Oculus Rift launches with more than 10 million games in 3D, bringing user-generated, social gaming to virtual reality. 

Roblox closes a $92 million funding round led by Meritech Capital Partners and Index Ventures.

The company closes $150 million in Series F funding with Greylock Partners and Tiger Global Management.

Roblox forms a partnership with Chinese tech giant Tencent, by focusing on education in order to enter the Chinese market. 

Roblox reaches a major milestone by hitting 100 million active monthly users.

Roblox receives $150 million in a Series G funding round led by Andreessen Horowitz. 

In response to the global pandemic, Roblox creates "Party Place," a venue for virtual birthday parties and other meetups. 

Roblox experiences rapid revenue growth in response to continuing stay-at-home mandates.

Roblox partners with Columbia Records to host its first virtual concert featuring Lil Nas X.

The company goes public on the NYSE under the ticker symbol RBLX. Roblox now has more than 31 million daily users who use it an average of 2.6 hours per day. The company has a reported revenue of $589 million during the first nine months of 2020. 

blog.roblox.com
SEC Form S-1
Marketwatch
Forbes
Inc.
New York Times
TechCrunch
The Wall Street Journal

Corsair Gaming

Electronic Arts

There are some gaming stocks to sell that investors should consider closely. These gaming companies are in risky positions, with declining revenues and increasing competition from newer entrants.

3 Sorry Gaming Stocks to Sell in March While You Still Can

Microsoft

A somewhat controversial concept, metaverse stocks to buy presents both opportunities and pitfalls. Still, with so much money being poured into the digital ecosystem – which is broadly defined as a network of shared, immersive virtual worlds where people can connect with each other – it's worth keeping this sector on your radar.

3 Metaverse Stocks to Buy on the Dip: March 2024

Disney

Netflix

Entertainment stocks to check out in the stock market now.

3 Entertainment Stocks To Watch Before April 2024

Unity Software

Despite enthusiasm from Mark Zuckerberg that ultimately led to the rebranding of Facebook into Meta (NASDAQ: META ) in late 2021, the metaverse's time in the limelight was short-lived before a generative artificial intelligence ( AI ) boom in 2023 drove investor sentiment elsewhere.  Another confounding factor surrounding metaverse hype was the primitive technology being showcased as a “groundbreaking” development for future collaboration and entertainment.

From Ridicule to Riches: 3 Metaverse Gaming Stocks Ready for Primetime

Roblox has grown into a wildly popular and immersive gaming platform, with 71.5 million daily active users. Metaverse adoption and technology are still in the early stages, and Roblox could be a big long-term winner.

A Once-in-a-Generation Investment Opportunity: 1 Incredible Technology Stock to Buy Now

After the downfall of the NFT market post-FTX collapse, the assumption was that favorite metaverse stocks would follow suit. However, metaverse is a much larger market.

Wall Street's Favorite Metaverse Stocks? 3 Names That Could Make You Filthy Rich

Roundhill Ball Metaverse ETF

It's safe to say that the initial hype surrounding metaverse stocks has somewhat faded away. Given the burgeoning influence of artificial intelligence (AI), the metaverse has had to take a back seat.

From Six Figures to Seven: 3 Metaverse Stocks Set to Make Millionaires

Roku

Roblox has built a thriving metaverse platform, and its opportunities ahead are being underestimated. Since the pandemic, Roku has been struggling to get back to profitability -- but it's making progress.

A Bull Market Is Here: 2 Underrated Growth Stocks Down 73% and 87% to Buy Right Now

Apple

Due largely to Nvidia's (NASDAQ: NVDA ) impressive performance this year, metaverse stocks are receiving attention again. The semiconductor company's stock has increased 84% in 2024.

3 Stocks That Could Benefit From the Rise of the Metaverse

After losing billions, the metaverse – and metaverse stocks — are coming back strong.  According to Market.us, the market could be worth about $2.3 trillion by 2032.

Hot Stocks: The 3 Best Opportunities for Investing in the Metaverse

Roblox (RBLX) unveils new avatar and texturing technologies fueled by AI, aimed at boosting the speed of 3D creation.

Roblox (RBLX) Launches AI-Driven Avatar and Texture Tools

Universal Music Group (UMG), Republic Records and Styngr partnered on a solution that helps music labels curate, distribute and monetize music across the Roblox platform. The new solution, Boombox, helps music labels launch playlists and integrate them into the gaming space, the companies said in a Monday (March 18) press release.

Universal Music Group and Partners Monetize Music on Roblox

Roblox unveiled two novel AI technologies aimed at revolutionizing 3D content creation on its platform for user-generated content.

Roblox introduces AI-powered tools to boost 3D content creation

Roblox's business model is not quite what you might expect from a company in the video game space. It has another growth engine that's just as compelling as the video game business.

1 Growth Stock Down 72% to Buy Right Now

Take-Two Interactive Software

The video game industry is not one to sleep on, especially as more people pick up controllers in favor of other forms of at-home entertainment (think video streaming, reading and browsing social media). Indeed, the industry has come a long way in recent years, with impressive graphics getting pretty close to photo-realistic!

3 Gaming Stocks to Buy for the Next Generation of Entertainment

Roblox Corporation reports impressive growth in the number of users and developers, with beneficial guidance for 2024. The company's business model is based on a digital platform that offers content creators tools for 3D modeling and immersive experiences. Roblox is geographically diversified and has access to different platforms, such as PlayStation and Xbox, which may contribute to solid net sales growth.

Roblox: With Risks But Has Virtual Reality Access And Is Cheap

Roblox expects bookings to grow by 20% at least annually until 2027. Bookings growth outpaced the growth in developer exchange fees and infrastructure and trust and safety costs for 2 straight quarters, which bodes well for future profitability.

Roblox: Bookings Growth, Ad Revenues To Help Boost Stock Significantly

Investors may not want to write metaverse stocks off just yet. According to Market.us, the market could be worth about $2.3 trillion by 2032.

3 Metaverse Stocks to Buy for the Next Big Tech Boom

Roblox (RBLX) unveils the trailer of Godzilla x Kong: The New Empire on its platform and provides an interactive experience for viewers.

Roblox (RBLX) Unveils Trailer of Godzilla X Kong: The New Empire

Roblox has grown rapidly since going public in 2021. It has a short operating track record, and it's still unprofitable.

2 Major Risks Investors Should Know Before Buying Roblox Stock

Roblox has proven the sustainability of its growth. The company aims to reach 1 billion users.

2 Things the Smart Investors Know About Roblox Stock

Autodesk

General Motors

Mastercard

NVIDIA

Earnings winners have emerged stronger this season, defying the odds in the penultimate quarter of 2023. As businesses navigate through the complexities of the current economic landscape, a major shift towards easing input costs, cost controls, and operational efficiencies is paying many dividends.

Earnings Blowouts 2024: 7 Stocks that Crushed Wall Street Estimates in Q4

Roblox's stock has plunged 70% from its all-time high. It's recovering from its post-pandemic slowdown, but it's still deeply unprofitable.

Where Will Roblox Stock Be in 3 Years?

QUALCOMM

Metaverse stocks are poised for a dramatic resurgence. Massive advancements in artificial intelligence (AI), cloud computing and blockchain technology fuel this renewed interest.

3 Metaverse Innovators: The AI Stocks to Own Now

The metaverse has been a costly disaster so far. But don't write the market or the top metaverse stocks off just yet.

News for Roblox Stock (RBLX)