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 (RBLX) collaborates with popular fashion brand H&M to launch an immersive gaming experience, Looptopia for its players.

Roblox (RBLX) Collaborates With H&M to Launch Looptopia

Roku

Shopify

True to form, these are three innovative growth stocks.

The Top 3 Cathie Wood Stocks for 2023

Roblox is one of the world's most popular online social games with 58 million daily active users. The company has reported a 24% increase in its daily active users and its bookings are growing at a steady rate.

Roblox: Undervalued With Huge Metaverse Tailwinds

Microsoft

Here we present three tech stocks - META, MSFT and RBLX - which are poised to benefit from the metaverse boom.

Buy These 3 Metaverse Stocks Before They Explode

The CE 100 Index sank 2.5% as even “fun” names fell amid a Roblox stock drop. And headed into the final two weeks of what's been a dismal year, the Index is 34.4% lower to date in 2022, outpacing even the tech-heavy NASDAQ, which has lost 31.7%.

CE 100 Index Falls 2.5% Amid Roblox Stock Rout

The metaverse pioneer saw its stock price decline by double-digits after a significant announcement.

Here's Why Roblox Stock Was Falling This Week

Comcast

DoorDash

Disney

Interpublic Group of Companies

Live Nation

Match Group

Take-Two Interactive Software

Warner Bros Discovery Inc

Warner Music Group

The communication services sector includes companies that use fixed-line networks, as well as those offering wireless access and services.

These Were the 5 Best and Worst Performing Communication Services Stocks in November 2022

Roblox (RBLX) reports a poor performance for November as its growth slows and daily active users decline.

Roblox (RBLX) Suffers From Poor November Figures, Stock Down

Novavax

Even in a down market, the extent of these drops was severe.

These 2 Small-Cap Stocks Fell Hard Thursday

Shares of Roblox Corp (NYSE: RBLX) tanked nearly 20% on Thursday after the online gaming platform reported key metrics for November that signalled a meaningful slowdown in growth. Roblox blames “FX” for weakness Estimated bookings lingered between $222 million and $225 million last month.

What's happening to the Roblox stock today?

Roblox (NYSE: RBLX ) stock is falling today on news of a disappointing growth report. The video game producer just released a business update for November 2022.

Why Is Roblox (RBLX) Stock Down 15% Today?

Stagnant user numbers and currency headwinds have investors down on the gaming platform company.

Here's Why Roblox Stock Plunged Way More Than the Market Today

Alphabet

NVIDIA

QUALCOMM

Tencent Holdings Limited

Perhaps one of the few silver linings of the otherwise awful coronavirus pandemic was that it provided a boost for the narrative undergirding the hottest virtual reality stocks. With government agencies mandating shelter-in-place policies, going the VR route represented an alternative to socialization.

The 7 Hottest Virtual Reality Stocks to Own for 2023 and Beyond

Shares of Roblox are off by more than 70% year-to-date as weak ad spending and the strength of the U.S. dollar weighed on the company's revenue.

Roblox shares sink after November update shows slowing growth

Kids having fun can't be quantified. Roblox has a bright future in the long term.

Roblox A Long Term Buy For Demographic Shifts

Roblox Corp. shares were falling more than 14% in Thursday morning trading after the gaming company posted November bookings metrics that seemed lower than what some analysts were expecting. The company said in a press release that it saw estimated bookings of $222 million to $225 million during the month of November, up 5% to 7% from a year before.

Roblox stock tanks after disappointing November billings numbers

Roblox Corp RBLX shares are trading lower by 10.44% to $29.67 Thursday morning after the company reported November 2022 key metrics.

Why Roblox Shares Are Moving Today - Roblox (NYSE:RBLX)

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 November 2022.

Roblox Reports November 2022 Key Metrics

Roblox has captured the attention of many kids and it's an investment that I am interested in as it's brand becomes more popular. The valuation that Mr. Market has placed on Roblox is too rich for me as it's trading at a premium to Electronic Arts, Activision, and Take-Two.

Roblox: Want To Love This Company But The Financials Are A Mess

Roblox grew October bookings at 20% on a constant currency basis versus initial October 2021 bookings. The global gaming platform has a major 2023 catalyst with expansion into immersive advertising.

Roblox: Not All Users Are Equal

Advanced Micro Devices

Etsy

Lucid Group

These stocks experienced big moves last month that help illustrate important stock market trends.

5 Stocks That Moved the Market in November

Roblox is adding two new ways for people who spend time in its virtual worlds to find old friends and make new ones.

Roblox will let 13+ users import contacts and add recommended friends

DocuSign

Matterport

Peloton

Riot Blockchain

Stitch Fix

SoFi Technologies

These days, there is a good deal of tech stocks to sell. After all, the days of long-shot tech companies like Virgin Galactic (NYSE: SPCE ), Ocugen (NASDAQ: OCGN ), and Fubotv (NYSE: FUBO ) trading for 20 or 30 times their forward revenue estimates are long gone.

7 Tech Stocks to Sell Before They Topple in 2023

Clorox

Coinbase

Carvana

Netflix

Vroom

Up until last year, investing in growth stocks appeared to be the golden ticket to success. However, given the current volatility and unpredictable nature of the stock market, investors should think twice about investing in growth stocks.

News for Roblox Stock (RBLX)