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

Salesforce

Match Group

It's been a chaotic season of earnings for certain technology companies, many of which had their share prices and expectations coming in way too hot ahead of their big reveals. Undoubtedly, the generative artificial intelligence (gen AI) run-up is alive and well, with GPU demand still as scorching as ever.

Earnings Overreaction: 3 Oversold Growth Stocks to Buy Now

NEW YORK, NY / ACCESSWIRE / May 30, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Roblox Corporation ("Roblox") (NYSE:RBLX) concerning possible violations of federal securities laws. On February 7, 2024, Roblox - the publisher of the Minecraft video game - issued its FY 2024 fiscal guidance.

Roblox Being Investigated on Behalf of Roblox Corporation Investors. Contact Levi & Korsinsky For Details

Roblox Corp RBLX stock saw a 28% decline year-to-date and an 18.74% drop over the past year.

Roblox Stock Faces Death Cross As Mixed Earnings, Downgraded Outlook Signal Trouble Ahead - Roblox (NYSE:RBLX)

Intel

Palo Alto Networks

Technology stocks continue to outperform and power the market higher. So far in 2024, the Nasdaq Composite index that is laden with tech securities is up 15%, bringing its 12-month gain to 30%.

Tech Stocks That Overpromise and Underdeliver: 3 Names to Avoid

Unity Software

The metaverse is still a work in progress. After Facebook decided to change its company name to Meta Platforms (NASDAQ: META ) back in 2021, many investors thought the metaverse would be the next big thing for entertainment and online interactions.

3 Sorry Metaverse Stocks to Sell in May While You Still Can

Immersion

3 Metaverse Stocks to Buy Now: May 2024

Innovative growth stocks have the potential for explosive share price gains but are usually on the higher end of the risk profile.

Cathie Wood Is Loading Up on This Innovative Growth Stock

QUALCOMM

Metaverse stocks to buy have emerged as compelling investment opportunities. Despite the controversy surrounding them, these companies are at the forefront of redefining how we interact with the internet and shaping the future of online experiences.

The 2034 Millionaire's Club: 3 Metaverse Stocks to Buy Now

Advanced Micro Devices

Roundhill Ball Metaverse ETF

Don't count Metaverse stocks to buy out just yet. Meta Platforms (NASDAQ: META ) is shifting its focus on building out its artificial intelligence and metaverse technologies.

3 Metaverse Stocks to Buy on the Dip: May 2024

Roblox stock plunges over 20% after disappointing Q2 guidance and lowered FY 2024 bookings forecast. Q1 results show solid performance with bookings and profitability in line with estimates, driven by growth in APAC and older users. Challenges in content rollout and app performance affected bookings growth, but management has outlined strategies to address these issues.

Roblox: Loading Up On The Dip

ARK Fintech Innovation ETF

ARK Innovation ETF

ARK Web x.0 ETF

Shares of Roblox Corp. have tumbled in the wake of the online-gaming company's disappointing quarterly earnings report, but ARK Invest founder and Chief Executive Cathie Wood seems to believe that makes them much more attractive.

Cathie Wood's ETFs have been buying up stock in this online-gaming company

AMC Entertainment

Widely known for its coverage of popular growth stocks like Tesla (NASDAQ: TSLA ), much like the old E.F. Hutton slogan, when Wedbush Securities talks, people listen.

Wedbush Just Slashed Its Price Target on These 3 Stocks

Nintendo

Tencent Holdings Limited

The global gaming market has grown significantly, driven by technological advancements, increased accessibility and the rise of trends like the metaverse and e-sports. Industry reports estimate the market will grow from $272.86 billion in 2024 to $426.02 billion by 2029, with a compound annual growth rate, otherwise known as CAGR, of 9.32%.

Gamer's Gold: 3 Stocks to Power Up Your Portfolio's High Score

Roblox (RBLX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Here is What to Know Beyond Why Roblox Corporation (RBLX) is a Trending Stock

Roblox stock recently fell in response to first-quarter results that forecasted decelerating growth. Roblox has been reporting soaring cash flows, and fewer infrastructure investments could allow for further profit margin expansion.

Is Roblox Stock Going to $56? 1 Wall Street Analyst Thinks So.

Coinbase

Fastly

NVIDIA

Shopify

Proshares Metaverse ETF

The metaverse is rapidly gaining traction, and investors are scrambling to get in on the action with cheap metaverse stocks. As technology continues to advance, the concept of a fully immersive, interconnected virtual world is becoming increasingly tangible.

7 Cheap Metaverse Stocks to Buy Now: May 2024

Duolingo

We've also got a look at what's cooking in the legal marijuana industry.

Duolingo & Roblox: Did Investors Get It Right?

Roblox beat on sales and earnings last week, but also lowered its guidance for the rest of this year. Piper Sandler analyst Thomas Champion lowered his price target on Roblox but still thinks the stock will return to $40 a share within a year.

Is Roblox Stock Going Back to $40? 1 Wall Street Analyst Thinks So

Roblox shares fell after it reported weaker-than-expected Q1 bookings and lowered its full-year bookings guidance. The company also has a stock-based compensation expense problem.

Why Did Roblox Stock Plunge After Raising Its Revenue Guidance? Is the Sell-Off a Buying Opportunity?

Roblox operates a unique business model that needs a closer look.

Is Roblox Stock a Buy on the Dip?

Matterport

Snap

I'd like to begin this article by informing you that I am personally opposed to the overall concept of a metaverse. My bias against it stems from the belief that, as a project, it lacks the substance necessary to deliver on its financial promises.

3 Metaverse Stocks to Sell in May Before They Crash & Burn

The Wall Street skyscrapers still rise above the city, but investors are not as confident as they used to be. Fear of an imminent collapse hinders movements and prevents high profits, as no one wants to invest in a falling asset.

Stock Market Crash Alert: 3 Must-Buy Metaverse Stocks When Prices Plunge

Roblox reported first-quarter earnings that beat expectations but gave light guidance for the rest of the year. Several key growth metrics remain low, but management is making big moves to fix it.

My Favorite Metaverse Stock Just Went on Sale

Roblox reported a smaller-than-expected loss per share but also lowered its forward guidance. User engagement continues to grow, with a significant rise in daily active users.

Roblox Q1 Earnings: A Mixed Bag

AppLovin Corp

AppLovin Corp  (NASDAQ:APP) and Roblox Corp (NYSE:RBLX) both announced first-quarter results today.

News for Roblox Stock (RBLX)