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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Earnings data Q1 2023

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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

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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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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

Microsoft

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Roblox's expansions, including its recent launch on PlayStation, present a potential opportunity. The company's reliance on user-generated content and digital purchases distinguishes its business model.

Is It Time to Buy the Dip on Roblox Stock for Long-Term Gains?

Roblox has told almost all of its staff they have to return to the office next year or find a job somewhere else. In a leaked memo to employees, the online game developer's founder and chief executive Dave Baszucki said staff will be asked if they are willing to return to its base in San Mateo, California.

Roblox staff told to return to office or leave

Metaverse player Roblox Corp. RBLX, +1.94% says it is “transitioning away” from remote work and will be asking “a number of our remote employees to begin working from our headquarters in San Mateo by next summer,” company Chief Executive David Baszucki wrote in an email to staff shared publicly on Tuesday. Roblox is asking employees to work in the office Tuesday through Thursday.

Roblox asks staff to work three days a week in the office

Roblox CEO David Baszucki told remote employees that they'll have to start coming to the office Tuesdays through Thursdays.

Roblox tells employees they have to come to office three days a week or take severance package

Roblox continues to face modest growth and large operating losses, with little prospect of improvement in the near term. AI has the potential to reduce the burden of trust and safety costs, although this is likely to take time. Given Roblox's large losses and low growth, the stock could be vulnerable to a further pullback in the near term.

Roblox: Battling Safety And Platform Costs

As we delve into the forecast for RBLX stock in 2024, brace yourself for a sobering analysis. The analysis reveals the daunting challenges and uncertainties looming throughout the company's prospects.

What Is the Forecast for Roblox 2024? You Won't Like My Answer

The platform is aiming to be a hub for educational experiences students can use at home and in school. Roblox is working to be a place where kids come to learn, not just play.

Roblox invests another $15 million to promote educational games

Roku

Despite a steep decline, Roku remains a strong player in the streaming market, with growth opportunities far beyond the pandemic. Roblox trades at a steep discount and has unexpected paths to growth.

2 Stocks Down 77% and 86% to Buy Right Now

FuboTV

Roblox's growing base of daily active users spells a buying opportunity, with the stock trading at a deep discount. The market is slowly catching on to FuboTV's competitive position and improving profitability.

2 Growth Stocks Down 70% to 83% That Are Screaming Buys

RH is on track to generate significant earnings this year despite a pullback in the home furnishings industry. Roblox's platform is growing, but net losses are a sticking point.

1 Beaten Down Growth Stock to Buy, and 1 to Avoid

Generative AI can democratize metaverse content creation. This company could do for metaverse gaming what YouTube did for video creation.

Generative AI Could Be a Game Changer for This Metaverse Stock Cathie Wood Is Buying Up

Roblox continues to expand its user base, demonstrating the popularity of its platform. Older users are growing and spending, which helps to improve operating leverage.

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SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox to Report Fiscal 2023 Third Quarter Financial Results on November 8, 2023.

Roblox to Report Fiscal 2023 Third Quarter Financial Results on November 8, 2023

Management is prioritizing growth investments today. That strategy would change if bookings growth slows or if cash flow turns negative.

Roblox's Management Says Losses Will Continue; Should Investors Be Worried?

Roblox (RBLX) reachead $29.82 at the closing of the latest trading day, reflecting a +0.78% change compared to its last close.

(RBLX) Advances While Market Declines: Some Information for Investors

Roblox Corp (NYSE:RBLX) faces an uphill battle in the third quarter, according to analysts at Jefferies.  The firm reiterated its Buy rating for the company but docked its price target to $34 from $38.

Roblox gets price target downgrade on concerns over net bookings growth

Bookings trends have been strong in 2023. Roblox isn't expecting to generate net profits any time soon.

1 Red Flag for Roblox Stock in 2023

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Mattel

Following the success of this past summer's Barbie movie, Mattel Inc. and game developer Gamefam said Tuesday that they are bringing Barbie and her DreamHouse to Roblox Corp.

Barbie is coming to Roblox with a DreamHouse Tycoon game

The third quarter's over.  And after a week that saw the CE 100 Index gain 0.4%, the year-to-date gains stand at about 19.4% — significant but trailing the NASDAQ benchmark.

News for Roblox Stock (RBLX)