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.

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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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Cost of revenue

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Current assets

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Receivables

Inventory

Non-current assets

Net PPE

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Total liabilities

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Stockholders equity

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Total liabilities & equity

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Book value per share

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Change in working capital

Cash from investing

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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 Corp (NYSE:RBLX) faces an uphill battle in the third quarter, according to analysts at Jefferies.  The firm reiterated its Buy rating for the company but docked its price target to $34 from $38.

Roblox gets price target downgrade on concerns over net bookings growth

Bookings trends have been strong in 2023. Roblox isn't expecting to generate net profits any time soon.

1 Red Flag for Roblox Stock in 2023

Matterport

QUALCOMM

Snap

Unity Software

Vuzix

I know what you're thinking. It's far too late to be figuring out which metaverse stocks to sell.

7 Metaverse Stocks to Move to Your Portfolio Trash Bin NOW

In the tech frontier, the metaverse stands out. It emerges as a beacon of opportunity.

3 Promising Metaverse Stocks That Will Make Early Investors Rich

Cloudflare

NVIDIA

Navigating through the scintillating universe of metaverse stocks to buy opens a vortex of incredible opportunities for investors with foresight. These stocks are gracefully positioned at the intersection of breakthrough technology and enveloping experiences, scripting the next chapter of interaction, commerce and virtual realms.

3 Metaverse Stocks Ready to Make Mighty Moves in Q4

Mattel

Following the success of this past summer's Barbie movie, Mattel Inc. and game developer Gamefam said Tuesday that they are bringing Barbie and her DreamHouse to Roblox Corp.

Barbie is coming to Roblox with a DreamHouse Tycoon game

The third quarter's over.  And after a week that saw the CE 100 Index gain 0.4%, the year-to-date gains stand at about 19.4% — significant but trailing the NASDAQ benchmark.

CE 100 Index Gains 0.4% as Roblox Drives Fun Pillar Higher

Fiverr

These two growth stocks have seen their valuations dip as investors fear macroeconomic headwinds.

Best Growth Stock: Fiverr Stock vs. Roblox Stock

C3.ai

Artificial intelligence has had a quick rise in popularity in 2023.

Best Artificial Intelligence (AI) Stock to Buy: C3.ai Stock vs. Roblox Stock

Over 65 million people spent a total of 14 billion hours on Roblox last quarter. Much-watched investor Cathie Wood has added nearly 3 million shares of Roblox to her company's ETFs as the stock's price has dipped.

Is This Cathie Wood Metaverse Stock a Buy Right Now?

As Roblox's audience has aged, its monetization rate has fallen. This also coincides with the company's robust international growth.

Investors Should Watch This 1 Troubling Trend for Roblox

Tesla

Zoom Video

Cathie Wood has the courage of her convictions. The polarizing investor who runs multiple mutual funds through her Ark Innovation ETF (NYSEARCA: ARKK ) firm is notorious for sticking by her stock picks through good times and bad.

Ticking Time Bombs: 3 Cathie Wood Stocks to Dump Before the Damage Is Done

Roblox is attracting lots of user engagement on its platform these days. Plus, the stock is trading at a much lower valuation than in the past.

2 Reasons to Buy Roblox Stock, and 1 Reason to Sell

Taiwan Semiconductor Manufacturing

TSMC is the clear leader in the semiconductor fabrication industry. Roblox has underappreciated opportunities in digital advertising and AI.

2 Growth Stocks to Invest $500 in Right Now

Palantir Technologies

Palantir has shifted into profitability, and its sales growth is accelerating. Roblox is being overlooked despite being a potentially booming AI stock.

2 Cathie Wood Artificial Intelligence (AI) Growth Stocks That Could Go Parabolic

Roblox is launching on Meta Quest VR headsets today, Meta CEO Mark Zuckerberg announced at the company's Connect event. The announcement comes as Roblox, a major player in the metaverse space, was rumored to become available on Meta Quest VR headsets sometime this year.

Roblox is launching on Meta Quest VR headsets today

Roblox has more than 65 million daily active users, and that number could grow as the platform becomes available to Playstation owners next month. The company's operations are unprofitable, but multiple growth opportunities ahead could improve its financials.

3 Growth Catalysts That Could Make Roblox a Red-Hot Growth Stock for Years

Ginkgo Bioworks Holdings

Rocket Lab USA

Bayer AG

DraftKings

Givaudan SA

Cathie Wood stocks have captivated investors for years now. Wood is a popular money manager because her investing style isn't so different from many small retail investors.

Cathie Wood's Stock Shuffle: 4 Names She's Loving, 3 She's Leaving

Pubmatic

Wall Street analysts who follow Roblox and Pubmatic think they can rebound off their recent 52-week lows. Roblox is attracting developers and active users at an exciting pace.

2 Growth Stocks Near 52-Week Lows That Could Shoot 45% to 55% Higher, According to Wall Street

Verizon

Whether you're skeptical of the metaverse's long-term vision or not, it's undeniably evolving at leaps and bounds. The groundwork has been set and continues to develop.

Don't Miss the Boom: 3 Metaverse Stocks Set to Explode Higher

Roku

Roku is making bigger strides towards profitability. Roblox could see a significant boost in the value of its service over the next few years.

Better Growth Stock: Roblox vs. Roku

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox to Host Investor Day November 15, 2023.

Roblox to Host Investor Day November 15, 2023

Roblox has encouraging engagement levels and has just begun tapping into its digital ads. Roku's unique streaming model positions it for a recovery and further growth ahead.

2 Stocks Down 81% and 85% to Buy Right Now

Roblox, the community-focused gaming platform popular amongst kids, has laid off a sizable number of its talent acquisition team, signaling a shift in the company's focus from expansion to the bottom line. In a statement to TechCrunch, Roblox confirmed that about 30 employees in its talent acquisition organization were let go on Monday.

Roblox cuts 30 on talent acquisition team as hiring slows

Speechly, a company specializing in tools for speech recognition and natural language understanding, has been acquired by Roblox, a platform for 3D immersive communication and connection.

News for Roblox Stock (RBLX)