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. 

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Marketwatch
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Disney

Pandemic conditions caused valuations for many stocks to surge. Since then, many of these pandemic-era darlings have seen big sell-offs.

A Bull Market Is Here: 2 Super Stocks Down 67% and 46% to Buy Right Now

PLEASANTON, Calif.--(BUSINESS WIRE)--Leading branded payments provider, Blackhawk Network (BHN), has partnered with Roblox, a global immersive platform for communication and connection, to offer Austrian (EUR), Belgian (EUR), Swiss Franc (CFH), and Brazilian Real (BRL) digital gift cards on Roblox's gift card site, Roblox.com/giftcards. Consumers in each respective country can now purchase Roblox digital gift cards in their local currencies. These additional gift card options will further enabl.

Blackhawk Network (BHN) Partners with Roblox to Expand Launch of Digital Gift Cards

ARM Holdings PLC

Snowflake

The secret to successful investing is buying great companies and holding onto them for years. By giving your investments the time they need to grow you can create generational wealth.

The 3 Best Stocks to Buy With $100 Right Now

Cloudflare

Pinterest

The positive future of the U.S. economy appears promising, with a projected $7 trillion growth over the next decade. This is driven by a surge in immigration.

3 Stocks to Buy for the Next Bull Run: February 2024

On Holding AG

Uber

This upscale brand's premium pricing breeds resilience and profits. Roblox's momentum is undeniable right now, and Wall Street is taking notice.

3 Monster Growth Stocks That Could Explode in 2024

Roblox's fourth-quarter results came in better than expected. The company ended Q4 with user engagement at record levels.

Why Roblox Stock Is Jumping This Week

The video game platform saw bookings jump 25% in its latest quarter.

Goldman Sachs Is No Longer a Roblox Bear

Roblox reported results for the fiscal fourth quarter and full year that beat consensus estimates on the top and bottom lines.

Roblox shares rise 10% after company beats estimates and issues strong guidance

The Roblox NYSE: RBLX market has been rangebound for two years, but that situation is changing. The company leaned into optimizing its business, growing its base and building the platform for future growth, as shown in the Q4 results.

Roblox is turning a corner, but can it complete a reversal?

Roblox Corporation have released its earnings report for the last quarter of the year, showing that bookings, users and net losses are all up.

Roblox reports 25% YoY growth with over $1B bookings in last quarter

Shares of Roblox (RBLX) surged after the online video game company reported higher-than-forecast quarterly results on the back of record bookings.

Roblox Stock Surges as Video Game Company's Q4 Results Beat Estimates on Record Bookings

Roblox Corporation (RBLX) Q4 2023 Earnings Call Transcript

Although the revenue and EPS for Roblox (RBLX) give a sense of how its business performed in the quarter ended December 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Roblox (RBLX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

The metaverse, creator economy and artificial intelligence (AI) are among the 21st century's biggest trends. And video game developer Roblox, which enjoyed its first-ever quarter with over $1 billion in bookings, finds itself at the intersection of all three.

Roblox Looks to Capture Network Effects From AI, Metaverse Headsets

Roblox (RBLX) came out with a quarterly loss of $0.52 per share versus the Zacks Consensus Estimate of a loss of $0.57. This compares to loss of $0.48 per share a year ago.

Roblox (RBLX) Reports Q4 Loss, Tops Revenue Estimates

Youth-centric video game platform Roblox beat analyst estimates for the fourth quarter and guided higher than views.

Roblox Stock Surges As Game Platform Beats Estimates, Guides Higher

Roblox Corp (NYSE:RBLX) posted stronger bookings and narrower losses than expected for the fourth quarter on Wednesday, tempting shares in the video game developer higher. Bookings, which includes sales and deferred revenue, climbed by 25% to US$1.13 billion during the three months to December, Roblox said in a report, outdoing London Stock Exchange Group estimates of US$1.08 billion.

Roblox earnings beat lifts stock higher

Roblox Inc. shares tend to swing big after earnings and Wednesday's results could bring a continuation of that trend.

Roblox earnings bring a big bookings milestone, sending the stock rocketing

The video game platform posts a narrower-than-expected fourth-quarter loss.

Roblox Stock Jumps on 25% Bookings Increase and Strong Guidance

Roblox has over 70 million people on its experiential platform every day. One particular nuance to the business allows it to earn a very high gross-profit margin.

Think Roblox Makes Its Money by Making Video Games? Think Again -- Here's What the Real Business Is

Gaming platform Roblox forecast annual bookings above estimates on Wednesday after it crossed $1 billion in quarterly bookings for the first time on higher in-game spending during the holiday season, sending its shares up 15% before the bell.

Roblox forecasts strong 2024 bookings; in-game spending gets holiday boost

Roblox Corp (NYSE: RBLX) is trading up in premarket on Wednesday after reporting strong results for its fiscal fourth quarter. How many users does Roblox now have?

Roblox Q4 earnings: here's what CEO Baszucki said in the press release

Roblox beats estimates and issues strong guidance

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Reports Fourth Quarter and Full Year 2023 Financial Results.

Roblox Reports Fourth Quarter and Full Year 2023 Financial Results

Unity Software

Proshares Metaverse ETF

The metaverse is coming back, creating a long list of hot metaverse stocks to buy. Look at Meta Platforms' (NASDAQ: META ) Reality Labs, for example.

News for Roblox Stock (RBLX)