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'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

NVIDIA

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

Unity Software

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.

1 Big Positive Surprise From Roblox's Earnings

The digital domain of the metaverse remains a massive opportunity for many sectors. With its massive potential applications, it's no surprise that it's drawn significant investment from major tech companies and corporations.

3 Metaverse Stocks to Buy for a Virtual Reality Future

Netflix

Roblox is back in growth mode, and is still just scratching the surface of its long-term opportunity. Netflix is benefitting from a powerful tailwind.

2 Magnificent Growth Stocks to Buy in a Nasdaq Bear Market

Coinbase

Snap

Since Facebook formally changed its name to Meta (NASDAQ: META ), the Metaverse has been a siren song for investors and companies alike. Billions of dollars have been dashed upon the rocks chasing metaverse profit that often failed to materialize.

3 Metaverse Stocks to Sell as They Fail to Deliver

SoFi Technologies

Upstart Holdings

Roblox might get a summertime boost as kids get out of school and have more time to engage with the platform. Despite reporting a loss, SoFi Technologies' growth rates give a great reason to believe it can thrive in the future.

3 Hot Stocks to Get Your Portfolio Ready for Summer

Amazon

Shopify

Recent job reductions and divestments helped Shopify deliver positive earnings per share in its most recent quarter. Roblox's key metrics continue to grow at more than 20% year over year.

3 Stocks I'm Excited to Buy in May

Roblox's first-quarter revenue was up 22% year over year. Around 56% of time spent on Roblox was from users older than 13.

Up Over 40% This Year, Is Roblox Stock Still a Buy?

Many formerly high-flying "pandemic stocks" are still down precipitously from their highs. Backing the best of these companies could have huge payoffs over the long term.

Down 71%, This Growth Stock Could Help You Build a Fortune

The unrealistic expectations from the pandemic gaming market and Facebook's metaverse pivot look to be behind us. There are several indicators that some of the pandemic growth is sticky. Interest remains high from users and developers.

Roblox Has A Long Road Ahead

Trade Desk

The two growth stocks have massive market opportunities ahead of them.

Best Growth Stock to Buy: Roblox vs. The Trade Desk

The retailer, which created an immersive experience for Roblox where fans can discover their digital fashion identities, is now launching its "Stranger Things" collect

H&M's “Stranger Things” Collection Launches Loooptopia Experience On Roblox

Immersion

Matterport

Metaverse stocks are nowhere near as popular as they were a few years ago. They're seen as high-risk now.

Hero or Zero? 3 High-Risk Metaverse Stocks to Make You Rich

The last several quarters have shown encouraging trends. The company has demonstrated that it can attract and keep older users.

Is Now the Perfect Time to Buy Roblox Stock?

Corsair Gaming

Roblox stock is trading up 35% this year on top of improving financial results. Shares of Corsair Gaming are up 39% on top of better-than-expected earnings results for the first quarter.

2 Gaming Stocks Up 35% (or More) to Buy In May

NEW YORK--(BUSINESS WIRE)--Scott+Scott Attorneys at Law LLP (“Scott+Scott”), a national securities and consumer rights litigation firm, is investigating whether certain directors and officers of Roblox Corporation (“Roblox”) (NYSE: RBLX) breached their fiduciary duties to Roblox and its shareholders. If you are a Roblox shareholder, you are encouraged to contact attorney Joe Pettigrew with Scott+Scott for additional information at (844) 818-6982, or jpettigrew@scott-scott.com. Scott+Scott is in.

INVESTIGATION ALERT: Scott+Scott Attorneys at Law LLP Investigates Roblox Corporation's Directors and Officers for Breach of Fiduciary Duties – RBLX

Apple

QUALCOMM

Global X Metaverse ETF

Verizon

With the market size for metaverse stocks expected to balloon by the end of this decade, these nine names are worth a closer look.

9 Best Metaverse Stocks for the Future of Technology

Roblox's latest earnings report saw the company miss bottom line estimates while marginally beating across the top line. Roblox's user growth and user engagement metrics remained robust and continued to grow in the double digits YoY.

Roblox Q1 Earnings: Growth Metrics Still Good, I'm Still Bullish

It might be time to load up on riskier bets, so discussing the best metaverse stocks to buy in May is relevant. The S&P 500 delivered a 1.4% gain last month, with inflation cooling off and signs that the interest rate hike cycle could soon draw to a close.

The 3 Best Metaverse Stocks to Buy in May 2023

Roblox posted its third consecutive quarter of accelerating top-line growth. The company sees a more profitable road ahead as it invests in AI-creation tools and controls operating expenses.

News for Roblox Stock (RBLX)