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

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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.

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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

As Roblox bets big on the future of user-generated content, the online game platform ubiquitous in the under-13 age group is staffing up accordingly.

Roblox taps former Google Play VP for creator role

The kid-friendly gaming and social platform is growing in popularity.

Is Roblox Turning Itself Into the Next Great Internet Platform?

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Roblox Corp. shares fell Thursday after another analyst said this week that the anticipated reacceleration in bookings is already priced into the stock of the youth-centric virtual-world platform.

Roblox stock drops as another analyst joins skeptics with a downgrade

Charles Schwab

As the market looks to extend its slump, two stocks are having a particularly tough time today after a pair of bear notes.

2 Stocks Crumbling on Bear Notes Today

Roblox (NYSE: RBLX ) stock is falling on Thursday after Morgan Stanley analyst Matthew Cost downgraded the gaming company's shares. That downgrade saw Cost dropping shares of RBLX stock from an “equal weight” rating to an “underweight” one.

Roblox (RBLX) Stock Falls Following Morgan Stanley Downgrade

The metaverse pioneer delivered some excellent news to investors.

Why Is Everyone Talking About Roblox Stock?

Roblox CEO Dave Baszucki announced that 70 player-created games have crossed a billion plays on the Roblox platform.

Roblox CEO says 70 user-created games have crossed a billion plays

SAN MATEO, Calif.--( BUSINESS WIRE )--Roblox Corporation (NYSE: RBLX) today announced that it will report the company's fourth quarter and full year 2022 financial results before the opening of the U.S. markets on Wednesday, Feb. 15, 2023. Roblox will host a conference call to answer questions regarding its financial results on the same date.

Roblox to Report Fourth Quarter and Fiscal Year 2022 Financial Results on February 15, 2023

Roblox Corporation reported strong December monthly metrics, with bookings growing at up to 20% in the strong holiday month. The global gaming company has now forecast Q4 2022 bookings hitting a record of $892 million.

Roblox: Don't Chase

Roblox (RBLX) sees increased engagement as estimated bookings and daily active users show growth for December.

Roblox's (RBLX) December Metrics Indicate Promising Growth

Roblox (RBLX) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Roblox (RBLX) Soars 11.8%: Is Further Upside Left in the Stock?

Roblox announced strong growth during its December metric release.

What the Latest Updates Mean for Roblox Stock Investors and Why Prices Surged on Tuesday

Roblox said estimated bookings - its way of monitoring revenue from its Robux currency - rose by up to 20% in December.

Roblox jumps to 2-month high as the games platform posts rise in monthly bookings

Roblox Corp. shares surged Tuesday after the youth-centric virtual-world platform forecast that holiday bookings had swelled above most expectations on Wall Street, but one analyst warned that parents might start throttling the money tap should macroeconomic conditions worsen.

Roblox rallies more than 10% as holiday numbers top Street, but one analyst warns on less transparency

Shares of Roblox, which operates a virtual place where people play and make transactions, rose almost 13% after the company posted its December metrics.

Roblox Shares Rise as More Users Log On

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The video game company's December numbers point to revenue improvements in 2023.

Why Roblox Stock Suddenly Jumped This Morning

Shares of Roblox popped Tuesday after the gaming company released its December 2022 metrics report.

Shares of Roblox pop after December update shows increase in bookings

Roblox (NYSE: RBLX ) stock is on the rise Tuesday after the company provided metrics for the month of December. The big news exciting investors in RBLX stock today has to do with the company's bookings for the month.

RBLX Stock Alert: Roblox Pops 12% on Bookings Update

Shares of Roblox Corp (NYSE: RBLX) opened nearly 15% up on Tuesday after the video game developer reported encouraging metrics for the month of December. Roblox shares up on an increase in DAUs In a press release this morning, Roblox said it ended last month with 61.

Roblox shares opened 15% up on Tuesday: here's the catalyst

Shares of Roblox Corp. RBLX, +0.09% were surging more than 15% in premarket trading Tuesday after the company released December monthly metrics that showed bookings ahead of at least one analyst's expectations for the period. Roblox estimates $430 million to $439 million in bookings for the month of December, while Wedbush analyst Nick McKay wrote recently that his implied estimate for the period was for $393.5 million.

Roblox stock pops after upbeat bookings update

SAN MATEO, Calif.--( BUSINESS WIRE )--Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, today released certain key metrics for the month of December 2022.

Roblox Reports December 2022 Key Metrics

It appears that Roblox, a major player in the metaverse space, could be getting its moment to shine on Meta's virtual reality headset. According to The Verge's Command Line newsletter, sources say that Roblox might be planning to come to Quest in late 2023.

Roblox may arrive on Meta Quest later this year

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The communication services sector includes classic telecommunications companies, media and entertainment, as well as big internet companies.

News for Roblox Stock (RBLX)