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.

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Cost of revenue

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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

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Cash from financing

Change in stock

Change in debt

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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 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

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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

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Roblox reported higher-than-projected earnings for Q3, but is it a good buy? Here's what investors need to know.

Roblox Stock: Is This Game Stock A Good Play?

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The metaverse is a modern computing/simulation concept that is commonly understood by investors to be much more narrow than it really is. While most pronounced in the context of virtual reality & Meta, the metaverse actually does not necessarily implicate hardware whatsoever; the most successful metaverse products to date are purely digital.

Understanding The Metaverse: All Digital Worlds, Not Just Virtual Reality

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The gaming platform company is still a divisive investment.

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People have been spending more time away from home, and that's been bad news for Roblox stock.

This Terrible Streak Continues for Roblox Stock

The company reported strong earnings but disappointing revenue for the third quarter.

Why Roblox Stock Slumped This Week

The VNUE Icon Program ("VIP") will be the First  and Only Production and Operations "One-Stop Hub" for Metaverse Events NEW YORK , Nov. 10, 2022 /PRNewswire/ -- VNUE, Inc. (OTC: VNUE), a disruptive music technology company focused on revenue opportunities and rights management for artists, and Kokku, South America's largest gaming and entertainment co-development firm, today announced the formation of a joint venture providing entertainers and their teams all the tools and services needed to streamline the production, management, promotion, and execution of metaverse experiences. The VNUE Icon Program ("VIP") is a one-stop hub for clients to easily engage with stage and lighting designers, animators, promotion executives, licensing & rights clearance experts, and more.

VNUE, INC. & KOKKU ANNOUNCE JOINT VENTURE

Roblox continues to grow its daily active users and other important metrics.

Roblox's Stock Price Fell Over 20% on Wednesday, but Is It Game Over?

Weak margin performance overshadowed a solid quarter of growth for the company.

Why Roblox Stock Was Falling Today

Amid a down day for the market following the midterm elections, video game development platform Roblox (NYSE: RBLX ) heaped on the red ink, with shares declining 14% in the morning session before extending the pain into the early afternoon hours. RBLX stock suffered from a mixed earnings result along with concerns about meeting underlying lofty expectations.

Roblox (RBLX) Stock Drops 14% on Q3 Earnings Weakness

Roblox Corp (NYSE: RBLX) is down nearly 20% on Wednesday after the online gaming platform said it lost significantly more money in its fiscal third quarter than the Street had anticipated.

Is Roblox stock a ‘buy' after losing 20% on Q3 earnings?

Roblox Corporation (NYSE:RBLX ) Q3 2022 Earnings Conference Call November 9, 2022 8:30 AM ET Company Participants Stefanie Notaney - Director, Financial Communications David Baszucki - Founder and Chief Executive Officer Mike Guthrie - Chief Financial Officer Conference Call Participants David Karnovsky - JPMorgan Omar Dessouky - Bank of America Andrew Crum - Stifel Matthew Cost - Morgan Stanley Clark Lampen - BTIG Eric Sheridan - Goldman Sachs Matthew Thornton - Truist Securities Operator Good morning. My name is Dennis, and I will be your conference operator today.

Roblox Corporation (RBLX) Q3 2022 Earnings Call Transcript

One of the big players in the “metaverse” space, gaming platform Roblox, saw its stock tumble by over 15% in pre-market trading on Wednesday after reporting a wider-than-anticipated loss in its third-quarter earnings. The company, which caters to a younger demographic with its virtual world gaming platform, reported a loss of $297.

News for Roblox Stock (RBLX)