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 Corp (NYSE: RBLX) was trading more than 6% lower at one point on Tuesday in consolidation, after a massive 66% increase between May 11 and Monday brought the stock up to the $36.43 mark. The surge higher negated a long-term downtrend Roblox had been trading in and the retracement lower.

Here's Why Roblox Stock May Be Headed To $50

This pandemic-era darling faces a lot of near-term challenges.

5 Red Flags for Roblox's Future

Unity Software

Which beaten-down growth stock is a better turnaround play?

Better Metaverse Stock: Roblox vs. Unity

Noted investor and ETF head Cathie Wood doesn't shy away from standing behind her picks and sharing her long-term thesis on why the stocks were good bets for the long-term. Two video game-related stocks were recently defended by Wood, despite large year-to-date declines.

Cathie Wood Remains Bullish On These 2 Video Game Stocks: Here's Why

Even after the rise, Roblox stock is down substantially off its highs.

Roblox Stock Shoots Higher After Investor Update: Should You Buy Now?

The stock is down 78% from its record high on Nov. 19 despite climbing 19% Thursday. Roblox is popular among children and preteens, though its average user is getting older.

Roblox Shares Surge, but Short Sellers Still Abound

I started a position in Roblox after it fell from an initial pop. I have a 20% gain in the position already in just one day. The stock was down 75% from its 52-week high and trading close to its 52-week low.

Crazy Like A Fox, I Bought Roblox

The stock is down 78% from its record high on Nov. 19 despite climbing 19% Thursday.

Roblox Shares Surge but Short Sellers Still Abound

With patience and hopes for better bookings, I'd like to see Roblox Corporation get back to least $50 in the near-term. The post This is Why Roblox Stock Is Up 20% Today appeared first on InvestorPlace.

This is Why Roblox Stock Is Up 20% Today

Two out of three analysts surveyed believe Roblox is worth a lot more than it costs right now.

Why Roblox Stock Roared Higher Today

Roblox's (RBLX) first-quarter 2022 results reflect a year-over-year increase in revenues and daily user engagement levels on the platform.

Roblox (RBLX) Q1 Earnings Miss Estimates, Revenues Up Y/Y

One options trader is a long-term believer in the Roblox rally, betting that the stock can hit $65 in the next year and a half. Tony Zhang breaks it down

Options trader takes a huge leap of faith on Roblox

Or more precisely, a free cash flow margin problem.

Roblox Has a Cash Problem

Roblox CEO David Baszucki said Wednesday that bookings fell partially because the company saw boosted user engagement during the Covid pandemic.

Roblox CEO says April bookings are starting to turn around after a difficult March

Investors see value in the stock after the latest earnings report.

Why Roblox Stock Popped More Than 10% Today

Roblox Corp (NYSE: RBLX) reported weaker-than-expected results for its fiscal first quarter on Tuesday. Interestingly, though, shares are still up nearly 20% this morning.

Roblox shares jumped 20% despite weak Q1 results: how come?

Roblox Corporation (NYSE: RBLX) was soaring up over 20% higher on Wednesday after opening slightly lower to start the trading session. The lower open was a bearish reaction to Roblox's first-quarter earnings report, which was printed after the market closed on Tuesday.

Here's Why Roblox Stock Is Surging After Missing Consensus Estimates

Roblox Corporation (NYSE:RBLX ) Q1 2022 Earnings Conference Call May 11, 2022 8:30 AM ET Company Participants Stefanie Notaney - Director of Financial Communications David Baszucki - Chief Executive Officer Mike Guthrie - Chief Financial Officer Conference Call Participants Drew Crum - Stifel Bernie McTernan - Needham & Company Eric Sheridan - Goldman Sachs David Karnovsky - JPMorgan Brian Nowak - Morgan Stanley Omar Dessouky - Bank of America Brandon Ross - Lightshed Partners Clark Lampen - BTIG Operator Good morning, ladies and gentlemen. My name is Abby, and I will be your conference operator today.

Roblox Corporation (RBLX) CEO David Baszucki on Q1 2022 Results - Earnings Call Transcript

Roblox reported fewer users in its first quarter than Wall Street expected.

Roblox pops 12% after initial earnings dip

Roblox's loss from operations jumped as its bookings fell. But the company's user base climbed and RBLX stock is advancing.

RBLX Stock Jumps 20% Despite Roblox's Q1 Miss

Roblox Corp (NYSE: RBLX) shares are trading lower by 6.12% at $21.77 after the company reported worse-than-expected first-quarter EPS and sales results. Roblox reported quarterly losses of 27 cents per share which missed the analyst consensus estimate of a loss of 22 cents by 22.73 percent.

Why Roblox Shares Are Getting Hammered

Roblox (RBLX) delivered earnings and revenue surprises of -28.57% and 1.88%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Roblox (RBLX) Reports Q1 Loss, Lags Revenue Estimates

The company, which offer a platform that allow users to make games and interact in virtual worlds, said daily active users hit 54.1 million, up 28% from the first quarter of 2021.

Roblox Stock Is Dropping. It's Losing More Money Than Expected.

Shares of video game company Roblox Corporation (NYSE: RBLX) are falling after the company reported first-quarter financial results. Here are the key highlights.

News for Roblox Stock (RBLX)