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 2022

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Earnings data Q1 2023

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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.

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

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

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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.

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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

NVIDIA

Unity Software

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

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.

Roblox: Question Its Recent Stock Upgrades

Roblox's (RBLX) second-quarter 2023 results reflect top-line growth, driven by net bookings and a jump in average daily active users.

Roblox (RBLX) Q2 Earnings Meet Estimates, Revenues Rise Y/Y

Pubmatic

ANGI Homeservices

Salem Media Group

ZoomInfo Technologies

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.

Top 5 Tech And Telecom Stocks That May Explode This Month - Angi (NASDAQ:ANGI), PubMatic (NASDAQ:PUBM)

Snap

In 2022, the idea of a massive online augmented or virtual reality gathering place became mainstream. We even saw Super Bowl ads devoted to the concept.

3 Metaverse Stocks to Sell in August Before They Crash and Burn

Domino's Pizza

Barrick Gold

Icahn Enterprises

Nutrien

TELUS

WeWork

Some of the top companies on the market just posted poor second-quarter financial results. While company executives always do their best to put a positive spin on their quarterly numbers.

7 Stocks to Leave for Dead After Dismal Q2 Earnings

Analysts at Wedbush have upgraded their rating on Roblox to ‘Outperform' as the recent sell-off of the stock following its second quarter results has made its risk-reward profile “favorable to the upside.”   Shares of Roblox tumbled more than 20% on Wednesday to below US$30 after the online game creator system posted a wider-than-expected loss for 2Q.

Roblox sell-off creates favorable risk-reward profile with patient investors set to be rewarded

Cathie Wood's collection of investment funds is buying the dip on Roblox and selling Nvidia amid production concerns.  Wood's Ark bought a total of 865,287 Roblox shares after the stock plunged more than 20% Wednesday following quarterly results that missed expectations on the top and bottom lines.

Cathie Wood funds scoop up cheaper Roblox shares, sell Nvidia

Roblox (NYSE: RBLX ) stock is on the rise Thursday as investors react to an upgrade from Wedbush analyst Nick McKay. That upgrade has the analyst bumping RBLX stock up from a “neutral” rating to an “outperform” rating.

RBLX Stock Alert: Roblox Scores Upgrade Despite Weak Q2 Results

Roblox NASDAQ: RBLX had a tough quarter in Q2, and the headwinds may not have ceased, but the results are no reason for the stock to fall 20%. The results were tepid relative to the analysts' expectations but reveal mounting leverage for when consumer spending habits shift.

Is It Time To Game The Roblox Market?

Videogame-platform firm Roblox has issues with managing costs, and an unclear path to profitability. Investors and Wall Street have concerns.

Roblox Stock Has Lost Almost All Its 2023 Gains. What's Going Wrong.

Roblox, a global game platform, has a good track of growth that is unfortunately coupled with high costs related to research and development, leading to large earnings losses. The metaverse investments have burned a significant amount of cash, but the craze has not taken off yet - it seems like investors are gambling on a metaverse bet. The company reported bookings in line with analysts' expectations, but their operating loss was significantly higher than expected, further creating worries for the company's future.

News for Roblox Stock (RBLX)