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

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Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

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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.

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EBITDA

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

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Total liabilities

Current liabilities

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Stockholders equity

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Book value per share

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Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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Change in stock

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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

Roblox Corporation (NYSE:RBLX ) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Stefanie Notaney - Senior Director, Financial and Corporate Communications David Baszucki - Founder and Chief Executive Officer Mike Guthrie - Chief Financial Officer Conference Call Participants Thomas Champion - Piper Sandler Andrew Crum - Stifel Clark Lampen - BTIG Cory Carpenter - JPMorgan Andrew Marok - Raymond James Matthew Cost - Morgan Stanley Brian Pitz - BMO Capital Markets Omar Dessouky - Bank of America Jason Bazinet - Citigroup Operator Good morning. My name is Amy and I will be your conference operator for today.

Roblox Corporation (RBLX) Q3 2024 Earnings Call Transcript

The headline numbers for Roblox (RBLX) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Roblox (RBLX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Roblox (RBLX) came out with a quarterly loss of $0.37 per share versus the Zacks Consensus Estimate of a loss of $0.38. This compares to loss of $0.45 per share a year ago.

Roblox (RBLX) Reports Q3 Loss, Tops Revenue Estimates

Roblox Corp. shares rose 18.7% in premarket trading after the online gaming company reported better-than-expected third-quarter bookings and raised its full-year guidance.

Roblox's stock soars on third-quarter bookings beat and raised guidance

Roblox reports bookings of $1.13 billion for the third quarter versus analysts' expectations of $1.03 billion.

Roblox Reports Strong Results Amid Child Safety Allegations

Videogame platform Roblox raised its forecast for full-year 2024 bookings on Thursday, as it continues to benefit from robust spending within its virtual worlds, sending its shares up around 7% in premarket trading.

Roblox lifts annual bookings forecast as in-game spending booms

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Reports Third Quarter 2024 Financial Results.

Roblox Reports Third Quarter 2024 Financial Results

RBLX's third-quarter 2024 performance is likely to have benefited from growth in bookings and daily active users, despite facing margin pressure.

Roblox Gears Up to Report Q3 Earnings: Here's What You Should Know

Intercontinental Exchange

We have narrowed our search to two large-cap stocks set to report earnings results this month. These are: ICE, RBLX.

Buy 2 Large-Cap Stocks Set to Beat on Q3 Earnings With Strong Upside

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Is Roblox (RBLX) a Buy as Wall Street Analysts Look Optimistic?

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Roblox (RBLX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2024.

Unveiling Roblox (RBLX) Q3 Outlook: Wall Street Estimates for Key Metrics

“We think Roblox has begun its transformation from a collection of games to a true platform,” Wedbush analysts wrote.

Roblox's stock named a top pick as analyst makes the case for a rebound

LOS ANGELES, CA / ACCESSWIRE / October 25, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Roblox Corporation Is Being Investigated For Securities Law Violations And The Schall Law Firm Urges Affected Shareholders To Take Part

NEW YORK, Oct. 24, 2024 (GLOBE NEWSWIRE) -- Rosen Law Firm, a leading investor rights law firm, announces an investigation into Roblox Corporation (NYSE: RBLX) for potential violations of the federal securities laws.

RBLX INVESTOR NEWS: Roblox Corporation Investors that Suffered Losses are Encouraged to Contact RLF About Ongoing Investigation into the Company (NYSE: RBLX)

Roblox (RBLX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Roblox (RBLX) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

LOS ANGELES, CA / ACCESSWIRE / October 24, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited To Join The Schall Law Firm In An Inquiry Into Roblox Corporation For Securities Fraud

NEW YORK, Oct. 23, 2024 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Roblox Corporation (“Roblox” or “the Company”) (NYSE: RBLX). Investors who purchased Roblox securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/RBLX.

RBLX INVESTOR ALERT: Bronstein, Gewirtz and Grossman, LLC Announces an Investigation into Roblox Corporation and Encourages Investors to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / October 23, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Roblox Corporation Is Being Investigated For Securities Law Violations And The Schall Law Firm Urges Shareholder Participation

NEW YORK CITY, NY / ACCESSWIRE / October 23, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX). Investors who purchased Roblox securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/RBLX.

Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Roblox Corporation (RBLX) And Encourages Shareholders to Reach Out

Video game platform Roblox said on Tuesday it plans to open an office in Turkey in line with local laws if access is restored to the platform, which Ankara blocked over concerns that some content could lead to child abuse.

Roblox plans to open office in Turkey if access to platform restored

LOS ANGELES, CA / ACCESSWIRE / October 22, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited To Join The Schall Law Firm In An Inquiry Into Roblox Corporation For Possible Securities Fraud

There are very few opportunities in the stock market that offer discounts on great companies that are still not well-known but that grow at massive rates to become household names and Wall Street favorites in the near future. One of these stocks, with the sort of attractive discount investors would enjoy today, is Roblox Co. NYSE: RBLX, whose stock has suffered a massive sell-off recently.

Roblox Stock: Key Metrics Surge, Is This the Perfect Entry?

NEW YORK CITY, NY / ACCESSWIRE / October 22, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX). Investors who purchased Roblox securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/RBLX.

Roblox Corporation (RBLX) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Shareholders to Contact the Firm to Learn More About the Investigation

NEW YORK CITY, NY / ACCESSWIRE / October 21, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX). Investors who purchased Roblox securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/RBLX.

Bronstein, Gewirtz & Grossman, LLC Encourages Roblox Corporation (RBLX) Investors to Inquire about Securities Investigation

LOS ANGELES, CA / ACCESSWIRE / October 20, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

News for Roblox Stock (RBLX)