DAUs

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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

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Year over year growth in Revenue and Operating Expenses.

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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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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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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

The metaverse pioneer has several catalysts that could boost the stock higher.

Great News for Roblox Stock Investors

Roku

Roblox and Roku are each benefiting from unique secular tailwinds.

Best Growth Stocks: Roblox Stock vs. Roku Stock

NVIDIA

Unity Software

There's a good reason you shouldn't give up on the growth potential of metaverse stocks. Despite failing to meet its grand ambition of everyone plugged into virtual worlds using headsets, it's arguably unfolding before our eyes.

3 Millionaire-Maker Metaverse Stocks to Hold Through Thick and Thin

Roblox shares' 2021 public launch got off to a strong start, surging 54% price on the first day. The stock has since proved a disappointment and currently trades below its IPO price.

Can Roblox Stock's Bargain Levels Lead to Riches?

Microsoft

Tencent Holdings Limited

Finding the best video game stock picks is part of a long-term strategy that makes sense. Investors shouldn't overlook the gaming market as mere child's play.

3 Video Game Stocks to Buy as Sales Surge

Block

Block and Roblox are major holdings of Cathie Wood's ETFs. Both stocks are significantly below their pandemic-era highs but have lots of growth potential.

Prediction: These 2 Phenomenal Cathie Wood Stocks Down 80%-81% Could Make You Richer in a New Bull Market

The balance sheet at the online game platform remains solid. Bookings and engagement have continued to improve.

2 Reasons Investors Should Not Give Up on Roblox Stock Yet

Roblox has a lot going for it these days as a targeted play on the future of the metaverse. Last quarter's widened losses aren't indicative of the company's longer-term spending requirements.

Where Will Roblox Stock Be in 5 Years?

In a new class action lawsuit filed in the Northern District of California this week, two parents accuse Roblox of illegally facilitating child gambling.

Roblox faces a new class action lawsuit alleging it facilitates child gambling

DoorDash

GameStop

Rocket Companies, Inc.

Snap

Virgin Galactic

We're back to the bear/bull seesaw in August, but bears seem to be winning. The market's dropped sharply since the end of July, bringing more pain each day.

7 Stocks to Sell for Cash Right Now

Uber

It also applies to rideshare and food delivery, as illustrated by Uber Technologies Inc. NYSE: UBER and its daily active users (DAUs). Daily active users generate higher revenues from customers, including passengers, riders, diners and shoppers.

Trick or Treat? 2 Stocks with Rising Usage But Falling Prices

Citigroup

CrowdStrike

MercadoLibre

Paramount Global

Upstart Holdings

As the stock market is showing an unexpected pattern, investors are on the hunt for hidden-gem stocks that hold the potential to break free from the pack and deliver substantial gains. Amidst the noise of popular market giants, a select group of under-the-radar companies is quietly positioning themselves for exceptional growth in the coming years.

7 Hidden-Gem Stocks to Buy Before the Next Big Wave

Net losses are a drawback for this stock. But Roblox is seeing strong engagement on its platform.

Is Roblox Stock Still a Buy?

This operator of a metaverse game portal hasn't impressed investors lately. Investors were quite disappointed with Roblox's latest set of quarterly results.

Is the Party Over for Roblox Stock?

Roblox (RBLX) announces an unexpected collaboration with Hamilton to integrate it into metaverse platforms.

Roblox (RBLX) Announces Partnership With Hamilton Simulator

For all the hype surrounding the creation of a digital, artificial intelligence-driven world, the metaverse doesn't really exist. At least not the vaunted dual existence where we can live without the constraints of reality.

The 3 Best Metaverse Stocks to Buy in August

Roblox is growing again, but its net losses are widening. Unity is gradually overcoming its macro and platform challenges.

Better Gaming Stock: Roblox vs. Unity

Matterport

In recent years, the Metaverse has rapidly emerged as a transformative digital frontier reshaping human interaction, work and entertainment. To grasp the Metaverse concept, one must comprehend it as a 3D virtual space that fuses augmented reality, virtual reality and the internet.

The 3 Most Undervalued Metaverse Stocks to Buy Now: August 2023

Roblox posted a mixed Q2 earnings report. Its growth in daily active users, hours engaged, and average bookings per user all missed Wall Street's expectations.

Roblox Stock: Bear vs. Bull

Calpers scooped up volatile stocks including game firm Roblox, EV maker Lucid, and PC manufacturer HP in the second quarter. It cut back on Intel.

Largest U.S. Pension Bought Up Roblox Stock Before It Tanked

Bookings trends look better than revenue trends. Expect net losses to continue.

3 Things That Smart Investors Know About Roblox Stock

Roblox reported quarterly earnings that disappointed stock market investors.

Should Investors Buy Roblox Stock on the Dip?

Apple

The race to dominate the digital frontier is escalating, with the top metaverse stocks taking the lead. With advancing technology, the metaverse concept is gaining more solidity, attracting investors keen to identify the frontrunners.

3 Metaverse Stocks You'll Regret Not Buying Soon

Roblox fell short of estimates for bookings and posted a wider-than-expected net loss in Q2. Solid growth in daily active users was partially offset by a decline in average bookings per user.

Why Roblox Stock Fell 20% This Week

Roblox Corp. ( RBLX , Financial), an online platform that allows gamers to create, develop and monetize games for other players, has seen its shares tumble more than 40% over the last year. On Aug. 9, its second-quarter results sent shares down another 20%, almost erasing the gains it has made so far this year.

News for Roblox Stock (RBLX)