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

Live Nation

Roku

Entertainment stocks for your May 2023 watchlist.

Top Stocks To Buy Today? 3 Entertainment Stocks

Roblox Corporation (NYSE:RBLX ) Q1 2023 Earnings Conference Call May 10, 2023 8:30 AM ET Company Participants Stefanie Notaney - Director, Corporate and Financial David Baszucki - Co-Founder and Chief Executive Officer Michael Guthrie - Chief Financial Officer Conference Call Participants Andrew Crum - Stifel Nicolaus Omar Dessouky - Bank of America Matthew Thornton - Truist Securities Matthew Cost - Morgan Stanley Clark Lampen - BTIG Bernie McTernan - Needham & Company Andrew Uerkwitz - Jefferies Jonathan Kees - Daiwa Brandon Ross - LightShed Partners Operator Good morning. My name is Brent, and I will be your conference operator today.

Roblox Corporation (RBLX) Q1 2023 Earnings Call Transcript

Roblox (RBLX) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.42. This compares to loss of $0.27 per share a year ago.

Roblox (RBLX) Reports Q1 Loss, Tops Revenue Estimates

Roblox's recent engagement trends are encouraging, and the company still has huge growth potential. Roblox might be popular, but it has yet to turn a profit.

Roblox Stock: Bull vs. Bear

Roblox Corp (NYSE:RBLX), the California-based gaming platform popular among children, shares tumbled around 12% after it reported a larger-than-expected quarterly loss. The company attributed the increased loss to higher expenses related to developer exchange fees, personnel costs, and infrastructure investments.

Roblox posts larger-than-expected quarterly loss amid expansion push

The videogame platform reports a first-quarter loss that was wider than a year earlier and wider than analysts expected.

Roblox Stock Falls as Losses Widen

The video-game maker reported adjusted revenue of $774 million, beating analyst estimates, and its fourth-consecutive quarter of bookings growth.

Roblox stock dips after reporting wider-than-expected loss

Shares of Roblox Corp. were falling 12% in premarket trading Wednesday after the gaming company saw losses swell in the first quarter.

Roblox stock sinks after earnings as losses swell

Roblox Corp posted a bigger quarterly loss on Wednesday, hurt by higher expenses to support the expansion of its platform, sending shares down 12% in premarket trading.

Roblox quarterly loss widens on higher expenses, shares tank

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Reports First Quarter 2023 Financial Results.

Roblox Reports First Quarter 2023 Financial Results

INDIANAPOLIS--(BUSINESS WIRE)--PLTW Announces Pathogen Patrol™ Learning Experience on Roblox.

PLTW Announces Pathogen Patrol™ Learning Experience on Roblox

ORLANDO, Fla.--(BUSINESS WIRE)--Falcon's Beyond Announces Robust Fan Engagement with Recently Launched Roblox Experience, BEYONDLAND.

Falcon's Beyond Announces Robust Fan Engagement with Recently Launched Roblox Experience, BEYONDLAND

Hecla Mining

Li Auto Inc.

In late-morning trading on Monday, the Dow Jones industrials were down 0.29%, the S&P 500 down 0.12% and the 0.22% lower.

Earnings Previews: Hecla Mining, Li Auto, Roblox

C3.ai

Pitting the artificial intelligence stock against the metaverse pioneer.

Best Stock to Buy: C3.ai vs. Roblox

Unity Software

The metaverse is emerging as a powerful economic force, creating substantial opportunity for top metaverse stocks to buy. The market value of metaverse activity could reach an astonishing $4 trillion to $5 trillion by 2030.

3 Stocks to Buy for the Growing Metaverse Economy

Snowflake

Metaverses have "next-big-thing" potential, and investors who back long-term winners in the space stand to see incredible gains. The ongoing data boom also presents potential fortune-making opportunities.

2 Incredible Growth Stocks Down Over 60% That Could Help Make You a Fortune

Roblox's daily users slipped slightly in March, but engagement remained high. The company will report first-quarter numbers next week, and bookings growth may be pointing towards an acceleration of the revenue growth rate.

Why Roblox Stock Went Down 21% Last Month

Amazon

Alphabet

Microsoft

Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings. Microsoft is not the safe-haven tech stock Wall Street thinks it is.

Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

And we dig in with Bill Burns, CEO of Zebra Technologies, about barcodes and robots in fulfillment centers.

What's Going on With Roblox?

NVIDIA

The metaverse is a term that currently describes a single, shared, immersive, and constant 3D virtual space where we can experience life in ways we cannot in the real world. That explains the metaverse, according to techtarget.com anyway.

The 3 Most Promising Gaming Stocks for the Metaverse Era

Roblox will announce its Q1 results in early May. Investors are bracing for further losses even as user engagement in the company's platform rises.

Why Roblox Stock Dropped This Week

Skillz

This video pits two innovative gaming stocks against each other.

Best Growth Stock to Buy: Roblox vs. Skillz

BOSTON--(BUSINESS WIRE)--As the next step in its ongoing effort to provide relevant financial education, Fidelity Investments® today announces two new digital experiences designed to help the next generation of investors grow their financial know-how and build healthier money habits: Pancake Empire Tower Tycoon, an educational Roblox experience introducing users to real-world money situations of spending, saving, and investing using – you guessed it – pancakes. Fidelity's Bloom-o-rama, a new me.

Fidelity® Strengthens Commitment to Educating the Next Generation With First-ever Roblox Experience and New Metaverse Build

Roblox: Buy The Growth Story

Roblox has been struggling to generate revenue growth of late. Management has stopped reporting key metrics on a monthly basis.

News for Roblox Stock (RBLX)