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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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

Roblox Corporation (NYSE:RBLX ) AI Discussion with Morgan Stanley Conference Call June 28, 2023 12:00 PM ET Company Participants Daniel Sturman - Chief Executive Officer Michael Guthrie - Chief Financial Officer Conference Call Participants Matthew Cost - Morgan Stanley Matthew Cost All right. Thank you, everyone, in the room and on the webcast for joining us.

Roblox Corporation (RBLX) AI Discussion with Morgan Stanley Conference (Transcript)

MercadoLibre

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Roblox is encouraging more content creators to hop onto its platform as it expands its content slate to include mature content. Mercadolibre continues to expand in the Latin American region as it attracts more users and merchandise volume onto its platform.

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Unity Software

Global X Metaverse ETF

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Roblox (NYSE: RBLX ) stock is a hot topic among traders on Thursday after the game development platform announced a new partner program. This new Roblox Partner Program has the company seeking out scale brand innovation.

RBLX Stock Alert: What to Know About Roblox's New Partner Program

Apple's Vision Pro headset is expected to drive customer adoption of VR/AR technology, benefiting companies like Unity and Roblox. Unity's shares have risen 37% since June 2nd, while Roblox's shares increased by only 4% in the same period, possibly due to differences in their business models and future growth prospects. Valuations are similar but one company has far superior prospects for growth.

Unity Vs. Roblox: One Winner And One Loser

SAN MATEO, Calif. & CANNES, France--(BUSINESS WIRE)--Today during Cannes Lions, Roblox, a global immersive platform where millions of people connect and communicate daily, announced a new Roblox Partner Program designed to scale brand innovation and enable a self-serve, global advertising ecosystem on the platform. The Program's community-forward approach is focused on engaging a broad network of platform advocates – from Roblox developer studios to early adopters among agencies, brands, and th.

Roblox Scales Brand Innovation and Immersive Advertising Business Through New Partner Program

Roblox is well aware that its young users are getting older, and the company is making every effort to grow up along with them. The platform, once synonymous with younger kids, announced Tuesday that it would allow creators to build mature content designed for users age 17 and up.

Roblox invites its community to build mature experiences for 17+ users

The new category will cater to Roblox's fastest growing category of users: those between 17 and 24 years old. Developers making content for Roblox will now be able to make material that's geared toward adult.

Roblox is adding content for its growing adult user base

Roblox announces eligible creators can build experiences with mature content for users 17 and older.

Mature content comes to Roblox for users aged 17 and up

DraftKings

DraftKings may come with a high level of risk, but it also has the potential for massive reward.   Roblox is posting strong levels of engagement and still has huge room for expansion.

Better Bear Market Buy: DraftKings vs. Roblox Stock

Carnival

Roblox is again posting strong engagement and bookings growth, but profitability is likely still years away. Carnival has seen an impressive comeback and could return to profitability, but it's under a mountain of debt.

Better Buy: Roblox vs. Carnival Stock

American Airlines

Asana

PagSeguro Digital

Park Hotels & Resorts

PayPal

Block

Speculative stocks are inherently risky, but they have the potential for significant gains in the current environment. Many investors are still entrenched in defensive stocks, and the recent stock market rally has been mainly limited to profitable companies in the hottest sectors like artificial intelligence and cloud computing.

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An analyst sees plenty of opportunities for the online-gaming company.

Buy Roblox, Analyst Says. It's Part of the Metaverse Story.

Amazon

Roblox's 20% year-over-year revenue increase in Q1 makes it a name to know for growth-oriented investors. Amazon's sales are expected to increase by around 10% in each of the next two years.

2 Growth Stocks Down 71% and 32% That Are Screaming Buys

Autodesk

Microsoft

The metaverse, a digital realm that offers limitless possibilities for social interaction, commerce, and immersive experiences, may seem like science fiction. However, tech companies are diligently working to turn this ambitious vision into reality.

4 Metaverse Stocks That Could Skyrocket in the Next 12 Months

Fiverr

Investing in growth stocks has a good chance of increasing your wealth in the long run.

Best Growth Stocks to Buy: Fiverr vs. Roblox

Chewy

Roblox has reported three consecutive quarters of accelerating growth. Chewy also posted an acceleration in sales last quarter, as customers continue spending money on their furry family members.

2 Growth Stocks Down 70% That Are Making a Comeback

Roblox's revenue growth has come roaring back in 2023. The company reported fantastic user metrics for Q1 2023, showing that its users are sticking around even as they grow into teenagers.

2 Reasons to Buy Roblox, and 1 Reason to Sell

Roundhill Ball Metaverse ETF

The metaverse may not be as exciting as it once was, but don't write it off just yet. After all, the metaverse still offers massive opportunities, especially in some of the best metaverse stocks to buy now.

The 3 Best Metaverse Stocks to Buy in June 2023

Roblox reported an encouraging set of financial numbers for its first quarter of 2023 as revenue rose. Average daily users and hours engaged also saw double-digit year-over-year increases.

Why Roblox Surged 17.6% in May

Roblox has been showing strong growth with respect to both users and hours engaged. While the business remains highly unprofitable, its cost of revenue has declined in two of the past three quarters.

3 Encouraging Trends for Roblox Investors

Analysts named Unity Software and Roblox among the potential beneficiaries of Apple developing augmented-reality technology.

Unity Software and Roblox Stocks Rise. It's All About Apple's New VR Headset.

Electronic Arts

2 Video Game Stocks For Your June 2023 Watchlist

Roblox saw time spent and bookings per user decline as COVID-19 restrictions eased. The first quarter brought some relief as gross bookings continued to accelerate.

News for Roblox Stock (RBLX)