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.

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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

A better-than-expected fourth quarter is giving the stock a boost.

Why Roblox Stock Is Climbing Today

It looks like the metaverse is doing okay. No, not the one Meta is trying to make happen in VR — the gaming platform Roblox is where the kids are still spending their money, apparently.

In a boost for the ‘metaverse,' Roblox stock pops 25% after strong Q4 earnings

"Growth was strong across all geographies and age groups with particular strength among users above 17 years old," Roblox said.

Roblox shares soar 27% as gains in users and virtual currency purchases lift quarterly results

Roblox Corp reported fourth quarter earnings that beat analysts' expectations on Wednesday, and shares for the online gaming platform are now up roughly 20%.

Roblox shares surge as gamers above 17 years old play

Roblox Corp (NYSE: RBLX) opened about 25% up on Wednesday after beating estimates for bookings in the holiday quarter. Could Roblox stock climb any further?

What to do with Roblox stock after a 25% rally today?

Roblox's daily active users (DAUs) jumped 19% year over year, and 2023 is already seeing strong growth tailwinds. That's per the company's fourth-quarter 2022 earnings call Wednesday (Feb. 15), the results of which sent the virtual gaming platform's own stock soaring to double-digit percentage heights.

‘Creative Flywheel' Delivers Highest-Ever Daily Active User Count for Roblox Metaverse

Roblox Corporation (NYSE:RBLX ) Q4 2022 Earnings Conference Call February 15, 2023 8:30 AM ET Company Participants Stefanie Notaney – Director, Corporate and Financial David Baszucki – Co-Founder and Chief Executive Officer Mike Guthrie – Chief Financial Officer Conference Call Participants Omar Dessouky – Bank of America David Karnovsky – JPMorgan Mario Lu – Barclays Bernie McTernan – Needham & Company Brandon Ross – LightShed Partners Clark Lampen – BTIG Operator Good morning. My name is Brent, and I will be your conference operator today.

Roblox Corporation (RBLX) Q4 2022 Earnings Call Transcript

Shares of Roblox popped Wednesday after the company reported fourth-quarter earnings that beat analysts' expectations.

Roblox stock up 24% after fourth-quarter earnings report beats estimates

Sabre

The overall market trended lower Wednesday morning as the flood of earnings reports continued.

Everyone's Watching These 2 Wednesday Stock Movers

Shares of Roblox Corporation soared in premarket trading Wednesday after the company's fourth-quarter bookings surpassed expectations.  The video game developer posted bookings of $899.4 million, topping Street expectations of $871.2 million, according to FactSet.

Roblox stock pops as 4Q booking revenues blow past expectations

The videogame platform's fourth-quarter bookings came to $899.4 million, compared with the $871.2 million Wall Street expected.

Roblox Beat Expectations for Bookings. The Stock is Soaring.

Shares of Roblox Corp. RBLX, +3.60% were surging in premarket trading Wednesday after the gaming company topped bookings expectations for the holiday quarter. The company posted a fourth-quarter net loss of $290 million, or 48 cents a share, whereas it posted a loss of $144 million, or 25 cents a share, in the year-earlier period.

Roblox stock zooms higher after earnings as bookings beat estimates

Roblox Corp reported better-than-expected bookings for the fourth quarter on Wednesday as users flocked to the online gaming platform during the holiday season.

Roblox Corp beats quarterly bookings estimates

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, released its fourth quarter and full year 2022 financial and operational results today as well as key metrics for the month of January 2023. Separately, Roblox posted a letter to shareholders and supplemental materials on the Roblox investor relations website at ir.roblox.com.

Roblox Reports Fourth Quarter and Full Year 2022 Financial Results

Roblox Corp (NYSE:RBLX) will be under pressure on Wednesday to live up to high expectations as it releases results for the fourth quarter. The self-build and play video games developer will drop its results into a market that's still impressed with its recent performance which set it apart in an otherwise challenging trading period for the sector.

Can Roblox live up to high expectations when it reports on Wednesday?

Barrick Gold

Kraft Heinz

In mid-morning trading Monday, the Dow Jones industrials traded 0.7% higher, the S&P 500 was up 0.71% and the Nasdaq was up 0.88%.

Earnings Previews: Barrick Gold, Kraft Heinz, Roblox

Coinbase

Unity Software

Like many investors, Cathie Wood didn't have a great 2022. In fact, her flagship ARK Innovation ETF (NYSEARCA: ARKK ) was down about 67% over the last 12 months, as of Jan. 31.

3 Cathie Wood Stocks That Have Zero Chance of Ending the Year Higher

NVIDIA

The best metaverse stocks give you access to some of the cutting-edge companies that likely will be the future of the internet. These companies have massive potential as providers of emerging technology and platforms for building and running those spaces.

The 3 Best Metaverse Stocks to Buy for February 2023

DocuSign

Altria

Despite the recent rally in stocks, it looks like investors will have to endure volatility – and rising interest rates – for a bit longer. That means it's time for you to look at stocks to sell.

Safeguard Your Portfolio: 3 Stocks to Sell in 2023

Apple

Disney

Funko

Microsoft

From Ready Player One to Wreck-It Ralph, here's a list of some top metaverse movies depicting the online future. The post What Is The Metaverse?

What Is The Metaverse? Here Are 7 Great Virtual Views From Hollywood

Hip-hop artist Saweetie is performing exclusively in Roblox for the NFL's Super Bowl LVII pregame on February 10, the National Football League announced today. The virtual concert will take place at 7:00 pm ET in Warner Music Group's Rhythm City, a new destination on Roblox that was announced earlier this week.

Roblox to host a free virtual Super Bowl concert featuring Saweetie

The NFL, Intuit and GameFam are partnering to bring a virtual Super Bowl concert to Roblox ahead of the real event.

Roblox to hold NFL Super Bowl concert starring Saweetie

Roblox Corporation (NYSE: RBLX) closed Tuesday, January 31 market session at $37.21, up +$1.68 (4.73%) on the day and +$2.71 (7.86%) over the last five days. The 37% year-to-date (YTD) gain in RBLX's share price reflects the rapid pace at which new purchasers are piling in.

Roblox stock climbs 37% in 2023; Why is RBLX price rising?

Roku

Could now be a good time to add these top streaming stocks to your watchlist?

What Stocks To Buy Today? 3 Streaming Stocks In Focus

Walmart

A number of consumer advocacy groups have a problem with Walmart's entry into the metaverse. The online retailer last fall announced the launch of two new virtual worlds on Roblox, “Walmart Land” and “Universe of Play,” aimed at engaging the next generation of shoppers.

News for Roblox Stock (RBLX)