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

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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.

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Cost of revenue

Gross profit

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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

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Cash from financing

Change in stock

Change in debt

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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
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Inc.
New York Times
TechCrunch
The Wall Street Journal

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

QUALCOMM

Unity Software

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.

2 Stocks Making Big Post-Earnings Moves

The thing about shiny new things, is that they are often dulled by repeated play. Roblox, the virtual world gaming platform, is finding that out the hard way as its muted second quarter guidance — released Thursday morning (May 9) — has since sent the company's shares spiraling more than 20% as of reporting.

Roblox Rethinks Strategy as Shares Plummet, Young Audience Matures

Roblox Corporation (NYSE:RBLX ) Q1 2024 Earnings Conference Call May 9, 2024 8:30 AM ET Company Participants Stefanie Notaney - Senior Director, Financial Communications David Baszucki - Co-Founder and CEO Mike Guthrie - CFO Conference Call Participants Bernie McTernan - Needham & Company Drew Crum - Stifel Omar Dessouky - Bank of America Cory Carpenter - JPMorgan Clark Lampen - BTIG Eric Handler - ROTH MKM Operator Good morning. My name is Tamika and I will be your conference operator.

Roblox Corporation (RBLX) Q1 2024 Earnings Call Transcript

Roblox beat on both bookings and earnings this morning, but its stock sold off anyway. Guidance from the gaming platform company was weaker than expected.

Why Roblox Stock Crashed 20% on Thursday

To use a term that Roblox (NYSE: RBLX ) users understand, it might be “game over” for RBLX stock. Throughout the past few years, the video game producer has risen to the top of the online gaming world and gained prominence as a metaverse stock.

Is Roblox (RBLX) Stock on the Brink of Death? Lower Player Spending Might Say Yes.

Shares of Roblox Corp. (RBLX) fell substantially in intraday trading Thursday following the release of the video game company's first-quarter results.

Roblox Plummets as Q1 Results, Guidance Disappoint

The headline numbers for Roblox (RBLX) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Roblox (RBLX) Q1 Earnings: A Look at Key Metrics

Roblox Corp (NYSE:RBLX) shares plunged more than 23% after the online game platform and game creation system downwardly revised its bookings forecast for the full year, making it yet another video game company to struggle post-pandemic amid softening demand. Roblox now expects 2024 bookings between $4 billion and $4.1 billion, below its earlier forecast of $4.14 billion to $4.28 billion.

Roblox shares plunge on weak guidance, quarterly revenue miss

Roblox (RBLX) came out with a quarterly loss of $0.43 per share versus the Zacks Consensus Estimate of a loss of $0.53. This compares to loss of $0.44 per share a year ago.

Roblox (RBLX) Reports Q1 Loss, Misses Revenue Estimates

There were high hopes for Roblox NYSE: RBLX going into the Q1 release, and they were shattered on the rocks of reality. The reality is that the metaverse, as neat as it sounds, just isn't producing the accelerating growth that market participants had come to expect.

Roblox: The Bottom Just Fell Out of the Metaverse

The post-pandemic struggles and the overall slowdown in the gaming industry have significantly impacted many franchises, with Roblox (NYSE: RBLX) suffering the same fate after announcing Q1 earnings.

Is it game over for Roblox? RBLX stock crashes 27% post-earnings

Roblox reported that its first quarter bookings reached $923.8 million, up 19% at a time when much of the game industry has reported weak results.

Roblox reports Q1 bookings of $923.8M, up 19%, but stock plunges on weak Q2 outlook

Video game platform Roblox beat estimates for the first quarter but guided below views for the current quarter and full year. Roblox stock plummeted on the news.

Roblox Stock Plunges On Firm's Weak Outlook. Investors Say 'Game Over.

Shares of Roblox Corp. RBLX, -3.72% tumbled 29.2% in premarket trading Thursday, toward a record one-day selloff, after the online gaming company reported first-quarter revenue that was well below expectations and provided a downbeat current-quarter outlook. Net losses came in at $270.6 million, or 43 cents a share, after losses of $268.3 million, or 44 cents a share, in the same period a year ago.

Roblox's stock heads for record selloff after big revenue miss, downbeat outlook

Roblox cut its annual bookings forecast on Thursday, in a sign that people were dialing back on spending within its video-gaming platform amid an uncertain economic outlook and elevated levels of inflation.

Roblox cuts annual bookings forecast on muted player spending

Today, global online gaming platform Roblox Corporation released its Q1 2024 financial results before US markets opened. As one of the most widely used gaming platforms in the United States, and one of the most aggressively growing ones worldwide, Roblox has enormous potential – and investor excitement – built up for the 2024 year.

Roblox Corporation (RBLX) reports better-than-expected losses and 37% net cash rise in Q1 earnings

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Reports First Quarter 2024 Financial Results.

News for Roblox Stock (RBLX)