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

Roblox is a true secular growth story with long runways in both DAU and monetization growth. The company faces near-term headwinds, however, that, I don't think, are factored into market expectations.

Roblox: Tough Quarters Ahead

In the latest trading session, Roblox (RBLX) closed at $80.68, marking a -0.26% move from the previous day.

Roblox (RBLX) Stock Moves -0.26%: What You Should Know

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced the pricing of $1.0 billion aggregate principal amount of its 3.875% senior notes due 2030 (the “Notes”). The Notes are being offered to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons pursuant to Regulation S under the Securities Act. The sale of the Notes is expected to close on October 2

Roblox Prices Offering of Senior Notes

Is Facebook's Focus on the Metaverse Good or Bad News for Roblox?

Online entertainment platform Roblox Corp (NYSE: RBLX) aims to offer $1.0 billion senior unsecured notes via institutional offering. Roblox will utilize the offering proceeds for general corporate purposes.

Roblox Seeks To Raise $1B Via Institutional Senior Note Offering

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced that it intends to offer, subject to market and other considerations, $1.0 billion aggregate principal amount of senior unsecured notes (the “Notes”) through an offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons pursuant to Regulation S under the Securities Act. The interest rate,

Roblox Announces Proposed $1.0 Billion Offering of Senior Notes

Roblox is seeing an influx of users playing games inspired by the Netflix series.

This Growth Stock Is Benefiting from the Netflix Hit "Squid Game"

Today, news that Google has lowered its App Store fees has sent shares of RBLX stock markedly higher as investors price in margin expansion. The post RBLX Stock: What Is Going on With Roblox Today?

RBLX Stock: What Is Going on With Roblox Today?

Roblox Corp. (NYSE:RBLX) shares are trading higher Thursday after a tweet from a Bloomberg report stating Google is lowering its cut from subscriptions on Google Play from 30% to 15%. The stock was trending throughout the day on social media sites such as StockTwits.

Roblox Stock Looks To Be Heating Up And Is Testing Resistance: What's Next?

Latch

Both of these companies have exciting futures.

Two High-Growth Tech Stocks to Follow This Earnings Season

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced that it will host its 2021 Investor Day event on November 16, 2021. Join the live webcast to hear founder and CEO David Baszucki and other members of the leadership team discuss Roblox's most recent product and technology innovations and long-term metaverse vision. The webcast will begin Tuesday, November 16, at 8:00 am PT / 11:00 am ET and can be found here on the company's YouTube channel. An online replay wil

Roblox to Host 2021 Investor Day

Like other videogame makers, RBLX stock is likely to be undermined by the economic reopening and the winding down of the pandemic. The post Is Roblox Stock Poised to Rally Soon?

Is Roblox Stock Poised to Rally Soon?

The company, which went public earlier this year, has lessons for other internet outfits aiming to attract younger users even as its own audience gets older.

Roblox, the Gaming Site, Wants to Grow Up Without Sacrificing Child Safety

At its annual developer conference Thursday, Roblox painted a picture of what's next for the fast-growing online multiplayer portal that's like catnip for kids and teens. In his keynote, Roblox co-founder and CEO David Baszucki outlined plans to spruce up player avatars, introduce new in-game monetization streams and streamline the experience for developers dreaming up […]

Roblox pushes toward avatar realism, plans to add NFT-like limited edition items

Amazon

Amazon.com Inc. managed to dominate online book sales, then all of e-commerce and cloud computing. Now, the company has found a significant foothold in the next business it has targeted: Videogames.

Amazon's top videogame exec on the success of ‘New World' and why everyone is chasing Roblox

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced that it will report the company's third quarter 2021 financial results, as well as its key metrics for the month of October 2021, after market close on Monday, November 8, 2021. The company will also conduct a conference call on Tuesday, November 9, 2021 at 5:30 AM PT / 8:30 AM ET to answer questions regarding its financial results. The live webcast of the conference call can be accessed from the Roblox investor

Roblox to Report Fiscal 2021 Third Quarter Financial Results on November 8, 2021

Academy Sports and Outdoors

Dutch Bros

These sleeper stocks are ready to explode.

3 Growth Stocks That Could Double in 3 Years

Best Buy

Domino's Pizza

Hasbro

O'Reilly Automotive

Pool

Consumer Discretionary Select Sector SPDR Fund

Q4 could become lucrative for consumer discretionary stocks, as more than 50% of consumers plan to spend extra on electronics, beauty products and apparel. The post The 7 Best Consumer Discretionary Stocks To Buy for Q4 2021 appeared first on InvestorPlace.

The 7 Best Consumer Discretionary Stocks To Buy for Q4 2021

Nintendo

Unity Software

Nintendo, Unity, and Roblox are still great long-term investments.

3 Video Game Stocks You Can Buy and Hold for the Next Decade

Super League Gaming expanded its revenue-generating capabilities on the booming Roblox platform, buying ad-tech company Bloxbiz for up to $17.5 million in cash and equity.

Super League Gaming Buys Roblox Ad Platform Bloxbiz

Should you invest in Roblox stock right now?

Netflix

You could probably guess the first one, but the second is a gaming company.

2 Stocks Benefiting From Squid Game's Success

Autodesk

Fastly

NVIDIA

Shopify

Roundhill Ball Metaverse ETF

With the market size for metaverse stocks expected to balloon in the next two years, these seven names are worth a closer look.

7 Metaverse Stocks for the Future of Technology

This recent IPO is going after a huge market opportunity.

Is Now the Time to Buy This Metaverse Stock?

Roblox (RBLX) closed at $75.55 in the latest trading session, marking a -1% move from the prior day.

News for Roblox Stock (RBLX)