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 Corporation (NYSE:RBLX ) Q3 2023 Earnings Call Transcript November 8, 2023 8:30 AM ET Company Participants Stefanie Notaney - Director, Corporate and Financial David Baszucki - Co-Founder & CEO Michael Guthrie - CFO Conference Call Participants Jason Tilshin - Canaccord Genuity Bernard McTernan - Needham & Company Omar Dessouky - Bank of America Clark Lampen - BTIG Eric Handler - ROTH Capital Partners Brandon Ross - LightShed Partners Matthew Cost - Morgan Stanley Eric Sheridan - Goldman Sachs Operator Good morning. My name is Christa, and I'll be your conference operator today.

Roblox Corporation (RBLX) Q3 2023 Earnings Call Transcript

Roblox Corp (NYSE:RBLX) stock is up 19.4% to trade at $41.88 today, near the top of the New York Stock Exchange (NYSE) and on track for its best single-session pop since Feb. 15.

Roblox Stock Soars as Bookings Beat Estimates

Roblox stock is up over 15% after the company reported Q3 earnings.

Is Roblox Stock a Buy After Strong Earnings?

Roblox Corporation (NYSE: RBLX) has been on a rollercoaster ride in terms of its stock market performance in previous months, dropping to as low as $25 per share in September after hitting $45 earlier in the year.

Roblox stock jumps 19% after robust Q3 report

Roblox's expansion onto PlayStation could sharply widen its user base and open new avenues of revenue. The company's recent net loss highlights the challenge of balancing user engagement with profitability.

Does the PlayStation Power-Up Make Roblox a No-Brainer Investment?

Roblox Corp (NYSE:RBLX) shares added more than 19% in early trade as the company reported third quarter bookings that topped Wall Street estimates and narrowed its losses year-over-year. The video game-building platform said its bookings grew 20% year-over-year to $839.5 million, above estimates of $830.2 million.

Roblox shares take off on strong 3Q bookings growth

Roblox stock soared after the company's Q3 earnings beat. Is RBLX stock a buy right now in today's stock market?

Roblox Stock Surges 20% On Strong Q3 Earnings; Is RBLX Stock A Buy Right Now?

Roblox shares jumped Wednesday after the company released third-quarter results that beat analysts' estimates.

Shares of Roblox pop 12% after company's third-quarter results beat estimates

A smaller-than-expected loss trumped a sales miss.

Roblox Stock Jumps as Earnings Top Estimates. Inside the Numbers.

Roblox Inc. shares jumped more than 13% higher in Wednesday's premarket action after the gaming company saw losses narrow and come in better than what analysts were modeling.

Roblox's stock roars higher as losses narrow

SAN MATEO, Calif--(BUSINESS WIRE)--Roblox Reports Third Quarter 2023 Financial Results.

Roblox Reports Third Quarter 2023 Financial Results

Roblox (RBLX) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Roblox (RBLX) Might Surprise This Earnings Season

SAN DIEGO--(BUSINESS WIRE)--The Roblox Corporation (“Roblox”) has been named in a civil action filed by parents from families who lost significant money to the platform after relying on Roblox's representations that the site was safe and appropriate for their children. In an amended complaint filed in San Diego Superior Court, the plaintiffs accuse Roblox of intentional and negligent misrepresentation, unjust enrichment, violations of California's Unfair Competition Law, False Advertising Law,.

Multiple Families Sue Roblox Corporation for Exploiting Children Online

Roblox (RBLX) reachead $31.84 at the closing of the latest trading day, reflecting a +0.09% change compared to its last close.

Roblox (RBLX) Increases Yet Falls Behind Market: What Investors Need to Know

Roblox (RBLX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Roblox (RBLX) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Archer Aviation

PagerDuty

Recursion Pharmaceuticals

Teradyne

Twilio

In the dynamic world of investing, Cathie Wood stocks continue to draw both bullish advocates and bearish critics. Cathie Wood's Ark Invest isn't your conventional ETF or mutual fund manager.

The 7 Best Cathie Wood Stocks to Buy Now: November Edition

Even though the stock only IPO'd in 2021, shares of Roblox Corp NYSE: RBLX have given investors a wild ride in the years since. An initial 130% rally soon gave way to an 85% haircut, but the past eighteen months have seen shares trade comparatively range bound, albeit with their fair share of double and triple-digit percentage moves.

This video game maker just flashed a 30% upside.

Truist analyst Matthew Thornton upgrades Roblox to Buy from Hold.

Roblox Gains Two Bulls. It's in the 'Sweet Spot' to Benefit From Generative AI.

Roblox (NYSE: RBLX ) stock is on the rise Friday as investors react to new ratings from analysts for the gaming company. Start us off is Truist, which upgraded shares of RBLX stock from a “hold” rating to a “buy” rating.

RBLX Stock Alert: Analysts Are Pounding the Table on Roblox

Roblox (RBLX) concluded the recent trading session at $30.55, signifying a -1.77% move from its prior day's close.

Roblox (RBLX) Falls More Steeply Than Broader Market: What Investors Need to Know

Datadog

UiPath

Snowflake

Block

Zoom Video

Artificial intelligence (AI) has become an invaluable tool for investors seeking an edge in today's data-driven markets. By analyzing vast amounts of data and identifying patterns and insights that humans cannot, AI empowers investors to make smarter decisions about which stocks to buy, sell, or hold.

7 Stocks That AI Predicts Will Soar in 2024

Roblox China was once full of promise. Since its localized platform, which is a joint effort with Tencent, abruptly halted operation nearly two years ago, the company has been quiet about its standing in the world's second-biggest gaming market until now.

Two years after pausing service, Roblox China cuts a small number of staff

Today consumers are bombarded with advertisements and product promotions, and brands find it challenging to engage with their audience and build lasting relationships.  Retailers are embracing virtual experiences to educate consumers, creating a blend of shopping and learning that fosters trust and cultivates positive experiences.

Why LensCrafters Prefers Roblox for Consumer Education Over Marketing

Disney

Entertainment stocks to check out in the stock market today.

2 Entertainment Stocks For Your Late-October 2023 Watchlist

In the most recent trading session, Roblox (RBLX) closed at $31.75, indicating a +0.25% shift from the previous trading day.

News for Roblox Stock (RBLX)