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 Q1 2022

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Earnings data Q4 2022

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.

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

eBay

Frontdoor Inc.

Netflix

When the going gets tough, even the tough can get a beating. The latest example is Goldman Sachs's downgrade of four top internet stocks from Neutral to Sell.

Goldman Sachs Slashes 4 Wounded Technology Giants To Sell

Tech stocks have been obliterated this year. The Nasdaq is down more than 26%, putting that index in a bear market. Unfortunately for investors, analysts at Goldman Sachs see more pain ahead for some (but not all) tech heavyweights.

Tech wreck: Goldman Sachs cuts Netflix, Roblox and eBay to 'sell'

What do Netflix Inc. and eBay Inc. have in common?

Netflix, Roblox stocks slammed as Goldman Sachs moves to bearish stance

Goldman Sachs downgraded Roblox Corp (NYSE:RBLX) to "sell" from "neutral" this morning, sending the shares down 5.3% to trade at $28.88 at last glance.

Roblox Stock Falls on Goldman Sachs Downgrade

Pinterest

Pinterest Inc (NYSE: PINS) shares are trading lower by 4.54% to $19.33 after Goldman Sachs Friday maintained a Neutral on the stock and lowered its price target from $35 to $24. Roblox Corp (NYSE: RBLX) shares are trading lower by 5.64% to $28.78 after Goldman Sachs Friday downgraded the stock from.

Why Pinterest And Roblox Shares Are Diving Today

Factors in and out of their control have caused these excellent businesses to experience a slowdown.

2 Growth Stocks That Are Down 70% and 75%

Airbnb

Growth stocks are crashing, creating an opportunity for long-term investors to scoop up excellent stocks at a discount.

3 Beaten-Down Growth Stocks to Buy Before a Big Market Rally

Advanced Micro Devices

Zoom Video

Bullish signs are emerging in these beaten-down growth stocks. Here's why – and how – traders should buy them now.

3 High-Risk High-Reward Growth Stocks to Buy Now

The past two years have been eventful for Roblox, but the company has characteristics that point to an even better future.

2 Green Flags for Roblox's Future

The stock is down 76% off its high but is growing daily active users by more than 20%.

Should You Buy the Dip on This Growth Stock Now?

Morgan Stanley analysts recently warned that Roblox could fall as low as $15 after slashing the price target on RBLX stock. The post Morgan Stanley Warns That Roblox (RBLX) Stock Could Plunge to $15 appeared first on InvestorPlace.

Morgan Stanley Warns That Roblox (RBLX) Stock Could Plunge to $15

Markets ignore that RBLX stock is a fast-growing gaming platform for a young audience, justifying its premium price to peers. The post Buy Roblox as It Enjoys Strong User Engagement appeared first on InvestorPlace.

Buy Roblox as It Enjoys Strong User Engagement

PureTech Health PLC

BOSTON--(BUSINESS WIRE)--PureTech Founded Entity Akili Integrates First-of-its-Kind Prescription Video Game Treatment with the Virtual World Through Partnership with Roblox

PureTech Founded Entity Akili Integrates First-of-its-Kind Prescription Video Game Treatment with the Virtual World Through Partnership with Roblox

BOSTON & SANTA MONICA, Calif.--(BUSINESS WIRE)--Akili Interactive (“Akili”), a leading digital medicine company pioneering the development of cognitive treatments through game-changing technologies, and Roblox (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, today announced a collaboration that connects patients' medical treatments to their favorite virtual worlds. “Roblox brings together tens of millions of people every day to connect, create, an

Akili Integrates First-of-its-Kind Prescription Video Game Treatment with the Virtual World Through Partnership with Roblox

Roblox's stock was downgraded today -- and investors reacted strongly to the news.

Why Roblox Stock Fell Hard Today

The below is an excerpt from this week's episode of Schaeffer's Playbook of the Week , featuring Schaeffer's Senior Market Strategist Bryan Sapp, CFA.

Growth Stock Keeps Retesting Key Ceiling

Roblox has picked up a key hire to help grow its ecosystem of user-generated content for the metaverse. Nick Tornow is joining the company as VP of Engineering for its developer team, leaving his former post as Twitter Platform Lead.

Roblox hires former Zynga CTO to build out its developer team

Pubmatic

Shockwave Medical

It doesn't take a lot of money to own a piece of these fast-growing businesses.

Got $300? These Growth Stocks Look Like Bargains Right Now

Shopify

The Ark Innovation Fund flashed relative strength last week. If the turnaround continues, here are three top ARKK stocks to buy.

The 3 Best Ark Innovation Fund Stocks to Buy Now

Puma SE

HERZOGENAURACH, Germany--(BUSINESS WIRE)--PUMA in partnership with Wonder Works studio launches a vibrant and immersive sports-based experience on Roblox, a global online platform connecting millions of people through shared experiences. PUMA and the Land of Games experience features Roblox newest Layered Clothing technology, where players can customize their characters with hyperrealistic clothing that fits any avatar body type to wear PUMA from head to toe. As they explore the experience, fan

“PUMA and the Land of Games”: New Virtual Place on Roblox for PUMA Fans to Connect and Compete

Spotify

The plan is to work together on a long-term basis.

Spotify and Roblox Created an Inventive Metaverse Partnership

This stock's valuation has gotten more attractive.

Is Roblox Stock the Best Metaverse Play?

Here's why Roblox needs to improve its user monetization.

Roblox Sees All-Time High in Daily Active Users. Time To Buy?

Roblox's latest earnings report was uninspiring, but the company continued to improve in key areas.

Roblox Marches Ahead Despite Significant Headwinds

D.R. Horton

Canoo

GrowGeneration Corp

Novavax

Redfin

Teladoc

Although the recent market volatility has presented some cheap prices, you should be leery about certain growth stocks to avoid. The post 7 Growth Stocks to Avoid Until the Market Crashes Again appeared first on InvestorPlace.

News for Roblox Stock (RBLX)