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

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

Toya Studio and Zag Games said that their Roblox game Miraculous RP: Quests of Ladybug & Cat Noir is over 100 million plays in seven weeks.

Toya's Miraculous Ladybug gets 100M plays on Roblox

JD.com

Unity Software

Following Wood's lead and buying these stocks could turn out to be a very good investment decision.

Cathie Wood Goes Bargain Shopping: 3 Stocks She Just Bought

Roblox's metaverse has created a lot of hype. It seems like these days, marketing is more important than fundamentals. Although Roblox is the online gaming leader in the U.S., it doesn't look close to achieving operating profitability moving forward.

Roblox: Buy Only If You Are Absolutely Confident

Netflix

Pinterest

These companies have no physical products to sell; therefore supply shortages won't affect their businesses.

3 Growth Stocks That Are Immune to Supply Chain Risks

The recent news of Netflix using Roblox's platform can bring new developers and content to Roblox.

This Could Be a Huge Catalyst for Roblox

RBLX stock has caused investors whiplash but in the end is delivering profits. This should continue for as long as markets are bullish.

Roblox Stock Is Looking to Level Up Again After Taking Earnings Hit

Topping up on shares of this video game company could be a very risky move.

Is Now the Time to Go All-In on Roblox Stock?

The co-experience platform was a prime beneficiary of pandemic effects.

Is the Pandemic Boost Over for Roblox?

Airbnb

Amazon

Starbucks

These stocks have growth aspirations and minimal correlation between them, providing a good start to a diversified portfolio.

5 Stocks for Growth Investors Who Want to Diversify

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, and BMG, the world's fourth-biggest music company, announced today a strategic agreement to bring the vision of BMG to the Roblox metaverse. The strategic agreement follows the resolution of prior claims relating to the use of BMG-controlled songs and recordings. “BMG's artist-centric approach and boldness in bringing state-of-the art technology to help max

Roblox Partners with BMG to Develop New Opportunities for Artists and Songwriters

May key metrics show major monthly slowdowns.

Roblox: When Growth Falls Off

Roblox Corp (NYSE:RBLX) shares jumped 2.16% Thursday morning after Cathy Wood revealed she added to her stake in the company. The video game developer said on Tuesday after markets, bookings for May declined on a sequential basis.

Roblox shares surge after Cathy Wood takes stake: time to buy?

Roblox shares are tanking today after reporting disappointing daily active users for May. Buy the dip using RBLX stock options.

Roblox Drop Has a Silver Lining

Is it game over for Roblox Corp (NYSE:RBLX) or is the tween gaming phenomena-come-Reddit-meme stock set to respawn into a fresh rally? Roblox earlier this week saw its price slump more than 10 % after revealing disappointing numbers on Tuesday.

Roblox is seeing a summertime slump, is it an opportunity for investors?

One of the ARK Invest exchange-traded funds run by ETF star Cathie Wood made a sizable purchase on Wednesday.

Cathie Wood's ARK Invest Buys Over 130,000 Shares of Roblox

Cathie Wood-led Ark Investment Management on Wednesday snapped up 134,250 shares, estimated to be worth about $11.09 million, in Roblox Corp (NYSE: RBLX) on the dip. Shares of the company closed 8.03% lower at $82.59 on Wednesday after the company reported a decline in users and their spending on the online entertainment platform.

Cathie Wood Adds $11M In Roblox On The Dip

Roblox saw a small decline in monthly active users in May, but the figure was still up 28% year-over-year.

Roblox sinks after revealing the number of monthly active users on its platform declined in May

Roblox Corp. (NYSE:RBLX) shares traded lower Wednesday after its May metrics showed that active daily users declined month-over-month.  The company announced that daily active users are at 43 million, which is up 28% from the same period a year ago but down 1% from the prior month.

What's Next For Roblox Stock As It Moves Toward Support?

Roblox Corp (NYSE: RBLX) slid about 8% in extended trading on Tuesday as it disclosed a decline in its daily active users (DAUs) in May. The news comes a week after music publishers sued Roblox in a $200 million copyright infringement lawsuit.

Roblox falls 8% after reporting a dip in DAU for May

Roblox (RBLX) stock is taking a beating on Wednesday after the company released an update on its business for the month of May 2021. The post RBLX Stock: The Disappointing News Hitting Roblox Shares Today appeared first on InvestorPlace.

RBLX Stock: The Disappointing News Hitting Roblox Shares Today

The dip is a buying opportunity. Roblox is an extremely innovative company creating the future of gaming with incredible long-term potential.

Buy the Dip in Roblox Stock as It Continues to Top the Charts

The "little game engine that could" still has a lot to prove.

Where Will Roblox Be in 5 Years?

The stock price of Roblox Corp (NYSE: RBLX) fell by over 7.5% pre-market. This is why it happened.

RBLX Stock Price Falls Over 7.5% Pre-Market: Why It Happened

Children had a lot more time for video games earlier in the pandemic. What happens to Roblox's growth now that there are more distractions?

1 Challenge to Roblox's Amazing Growth

After Roblox Corporation (NYSE:RBLX) reported May figures, shares for this popular online game are trading down after hours. The story investors may want to watch is the strength the company showed during the regular trading session.

News for Roblox Stock (RBLX)