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

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Year over year growth in Revenue and Operating Expenses.

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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.

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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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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

LOS ANGELES, CA / ACCESSWIRE / November 29, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between March 10, 2021 and February 15, 2022, inclusive (the "Class Period"), are encouraged to contact the firm before January 26, 2024.

IMPORTANT INVESTOR DEADLINE: The Schall Law Firm Files Class Action on Behalf of Investors in Roblox Corporation and Advises Shareholders with Losses of $100,000 to Contact the Firm

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX) class A common stock between March 10, 2021 and February 15, 2022, inclusive (the “Class Period”). Roblox investors have until January 26, 2024 to file a lead plaintiff motion. Investors suffering losses on their Roblox investments are encouraged to contact the Law Offices of Howard G.

INVESTOR ALERT: Law Offices of Howard G. Smith Announces the Filing of a Securities Class Action on Behalf of Roblox Corporation (RBLX) Investors

SAN DIEGO , Nov. 29, 2023 /PRNewswire/ -- DiCello Levitt LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) Class A common stock between March 10, 2021 and February 15, 2022, inclusive (the "Class Period") have until January 26, 2024 to seek appointment as lead plaintiff of the Roblox class action lawsuit.  The lawsuit claims Roblox and certain of its senior executive officers with violations of the Securities Exchange Act of 1934.

DiCello Levitt LLP Announces Investor Class Action Lawsuit Filed Against Roblox Corporation (NYSE: RBLX) and Lead Plaintiff Deadline

The negative Roblox Corporation trends of 2022 have reversed. The company intentionally sandbags its GAAP reporting, but if we cut off those sandbags, they will likely be operationally profitable in 2024. User metrics show solid growth and increased stickiness, but user growth outside of North America is higher and less lucrative.

Roblox: The Kids Are Here To Replace Us

NEW YORK , Nov. 28, 2023 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of Class A common stock of Roblox Corporation (NYSE: RBLX) between March 10, 2021 and February 15, 2022, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed.

EQUITY ALERT: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Roblox Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - RBLX

NEW ORLEANS--(BUSINESS WIRE)--Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until January 26, 2024 to file lead plaintiff applications in a securities class action lawsuit against Roblox Corporation (NYSE: RBLX), if they purchased or otherwise acquired the Company's shares between March 10, 2021 and February 15, 2022, inclusive (the “Class Period”). This action is pending in the United States Distr.

ROBLOX SHAREHOLDER ALERT by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Reminds Investors With Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Roblox Corporation - RBLX

NEW YORK--(BUSINESS WIRE)---- $RBLX #classactionlawsuit--The law firm of Kirby McInerney LLP announces that a class action lawsuit has been filed in the U.S. District Court for the Southern District of New York on behalf of those who acquired Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX) securities during the period from March 10, 2021 through February 15, 2022 (the “Class Period”). Investors have until January 26, 2024 to apply to the Court to be appointed as lead plaintiff in the lawsuit. The class action co.

Kirby McInerney LLP Announces the Filing of a Securities Class Action on Behalf of Roblox Corporation (RBLX) Investors

PayPal

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NEW YORK--(BUSINESS WIRE)--WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of Class A common stock of Roblox Corporation (NYSE: RBLX) between March 10, 2021 and February 15, 2022, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than January 26, 2024. SO WHAT: If you purchased Roblox class A common stock.

ROSEN, A GLOBALLY RECOGNIZED LAW FIRM, Encourages Roblox Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – RBLX

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NEW YORK--(BUSINESS WIRE)--Labaton Sucharow LLP (“Labaton Sucharow”) announces that, on November 27, 2023, it filed a securities class action lawsuit (the “Complaint”) on behalf of its client DeKalb County Pension Fund against Roblox Corporation (“Roblox” or the “Company) (NYSE: RBLX) and certain Roblox officers (collectively, “Defendants”). The action, which is captioned DeKalb County Pension Fund v. Roblox Corporation, No. 23-cv-10347 (S.D.N.Y.), asserts claims under Sections 10(b) and 20(a).

Labaton Sucharow LLP Announces Securities Class Action Lawsuit Filed Against Roblox Corporation and Certain Executives

Roblox's Q3 2023 results showcase impressive revenue growth and a commitment to global expansion. Despite commendable efforts, uncertainty lingers about whether the current share price near $40 suggests a fully priced stock. The valuation at 57x forward EBITDA introduces a significant element of ambiguity in assessing Roblox's investment potential.

Roblox's Journey: Growth, Innovation, And Investor Considerations

Roblox Corporation experienced a massive boost in business during the Covid pandemic and has returned to growth after absorbing the excess growth. The company has seen significant growth in usage metrics like daily active users and hours engaged, with hours engaged growing 4x the pre-Covid levels. Roblox has set financial targets for the future, including 2024 bookings of $4.03 billion and 20%+ bookings growth from 2025-27.

Roblox: Durable Bookings Growth

Roblox delivered strong Q3 results, with $713 million in sales and a 38% YoY growth, driven by growth in all regions. The company is focused on cost control and operating leverage to drive profitability, with a reduction in infrastructure costs and plans for future cost efficiency. Roblox has significant growth potential in internationalization, AI, advertising, and platform expansion, with financial objectives aiming for a 20% annual growth rate in bookings and increased EBITDA margin.

Roblox: 'Magnificent' Potential

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3 Metaverse Stocks You'll Regret Not Buying Soon: November 2023

CrowdStrike

Okta

The stock market landscape is ever-changing in an era dominated by rapid technological advancements as investors seek promising opportunities beyond the well-trodden paths. Three hidden gem stocks stand out, poised for significant growth in the upcoming market rally.

3 Hidden Gem Stocks Set to Soar in the Next Market Rally

Shares of Roblox Corp (NYSE: RBLX) popped nearly 5.0% late on Wednesday after the video game developer issued positive guidance for 2024. Here's what RBLX expects for 2024 The California-based company now expects $4.03 billion of bookings in 2024 versus analysts at $3.

Roblox issues positive preliminary guidance for 2024

Roblox is seeing solid engagement, and cash flow is positive. Net losses are a sticking point for investors.

2 Green Flags and 1 Red Flag for Roblox Stock

3D video game and development platform operator Roblox Co. NYSE: RBLX shares surged 11% on impressive Q3 2023 earnings results. The company is still losing money in the computer and technology sector, but growth has shifted back into acceleration mode.

Roblox proves that tricks aren't just for kids

Roblox expects to moderate business expenses, which could lift its bottom line. This should put the focus on the platform's robust growth in other key metrics.

Roblox Just Gave Investors Another Fantastic Reason to Buy the Stock

e.l.f. Beauty

Brands are realizing that virtual platforms offer more than just a storefront for pushing products — they're seeing the potential for spaces to merchandise ideas.

LensCrafters, e.l.f. Harness Roblox to Merchandise Ideas, Not Just Products

Datadog

New York Times

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With a focus on edutainment, the Roblox activation from beauty brand e.l.f. enjoins its Gen-Z fans to create their dream start-up and hone their entrepreneurial skills.

How Gen-Z Beauty Brand e.l.f. Is Gamifying Social Impact Via Roblox

How to Invest in the Metaverse: 3 Stocks to Buy

The e.l.f. UP! Roblox experience will help Gen Z learn essential entrepreneurship skills through tycoon-style gameplay.

News for Roblox Stock (RBLX)