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.

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Cost of revenue

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EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

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Total liabilities

Current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

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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

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Cash from financing

Change in stock

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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

Home Depot

Netflix

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Snap

Technological revolution, unlike anything we have experienced so far best sums up promises made around the metaverse. In essence, it.

Three metaverse stocks to keep on your watchlists

Roblox landed on the leaderboard on Monday, but RBLX stock needs to climb above this level before it's truly buy-worthy. The post Roblox Stock Is Right on the Edge of Being a Buy appeared first on InvestorPlace.

Roblox Stock Is Right on the Edge of Being a Buy

Affirm

EPAM Systems

Halliburton

Mosaic

Ovintiv

Occidental Petroleum

UiPath

By Aman Jain Q1 2022 wasn't the best of times for U.S. stocks. Overall, the stock market declined in Q1 owing to a number of reasons, including Russia's invasion of Ukraine and record-high inflation.

These Were the 5 Best and 5 Worst Performing Large-Cap Stocks in Q1 2022

Autodesk

Mastercard

NVIDIA

As companies continue to enter the metaverse, should you do the same?

Metaverse Stocks To Buy Today? 4 For Your April Watchlist

RBLX stock is well positioned to benefit from the growing metaverse trend as companies look to gain new audiences. The post Is Roblox a Buy ahead of First-Quarter 2022 Earnings?

Is Roblox a Buy ahead of First-Quarter 2022 Earnings?

Advanced Micro Devices

QUALCOMM

These stocks could help investors make the most of this emerging tech trend.

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The stock is down over 62% off its high, creating an excellent opportunity for long-term investors.

3 Reasons to Buy Roblox, and 1 Reason to Sell

Unity Software

The two companies are more different than it might appear.

Better Metaverse Development Stock: Unity Software vs. Roblox

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox to Report Fiscal 2022 First Quarter Financial Results on May 10, 2022

Roblox to Report Fiscal 2022 First Quarter Financial Results on May 10, 2022

RBLX stock is up after announcing support for Apple in the ongoing dispute between the tech giant and Epic Games over App Store policies. The post Roblox Rises After Putting Weight Behind Apple appeared first on InvestorPlace.

Roblox Rises After Putting Weight Behind Apple

Roblox Corp (NYSE: RBLX) has been a catastrophe this year, with the stock now down more than 50% YTD. Unfortunately, though, things aren't going to change for the better anytime soon, says the CEO of Ritholtz Wealth Management.

Josh Brown reveals ‘one of his worst' buys in recent months

RBLX stock has dropped 58% YTD on the back of rising interest rates and growing global uncertainty. It will remain subdued in the near term.

Citi Sees Roblox Running to $59. Should YOU Buy RBLX Stock Now?

Despite a plunging stock price, Roblox's CEO is raking in the moolah, raising concerns for the future of RBLX stock. The post Roblox's CEO Enters the $200 Million Club, Why You Should Care appeared first on InvestorPlace.

Roblox's CEO Enters the $200 Million Club, Why You Should Care

While RBLX stock fundamentally benefited from the new normal, the issue of executive pay threatens to cloud its goodwill. The post Executive Compensation News Is Crushing Roblox Stock appeared first on InvestorPlace.

Executive Compensation News Is Crushing Roblox Stock

This potential metaverse winner could be on track to become huge in the long run.

Will Roblox Be a Trillion-Dollar Stock by 2030?

NEW YORK--(BUSINESS WIRE)-- #RBLX--WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Roblox Corporation (NYSE: RBLX) resulting from allegations that Roblox may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Roblox securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen

ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Roblox Corporation Investors to Inquire About Securities Class Action Investigation – RBLX

Users are spending less on average than they were this time last year.

Why Roblox Stock Fell Another 10% in March

Chipotle

Chipotle Mexican Grill Inc. CMG, +1.05% announced Tuesday that it will launch a game in Roblox RBLX, +8.69% on April 7, coinciding with National Burrito Day. The game will allow players to earn Burrito Bucks that can be used for real Chipotle food.

Chipotle launching a burrito-rolling game in Roblox on April 7

Chipotle will become the first brand to enable Roblox players to exchange in-experience currency for real-world items NEWPORT BEACH, Calif. , April 5, 2022 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) announced today it is launching Chipotle Burrito Builder on Roblox (NYSE: RBLX), a new simulation experience that will challenge players to roll burritos in the metaverse to earn Burrito Bucks, the brand's in-experience currency on Roblox1, starting on April 7, National Burrito Day.

FANS CAN ROLL BURRITOS AT CHIPOTLE IN THE METAVERSE TO EARN BURRITOS IN REAL LIFE

Fiverr

Roku

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3 Growth Stocks Wall Street Thinks Could Rise 44% or More

Gaming platform Roblox Corp's founder and chief executive officer David Baszucki's compensation package for 2021 totaled $232.8 million, compared with just $6.8 million a year earlier, according to a regulatory filing on Monday.

Roblox founder's pay jumps to $233 million on long-term stock awards

Apple

A team of Citigroup analysts thinks the industry is worth at least $8 trillion.

Why Metaverse Stocks Flew High Today

While Fortune100 companies hire Web3 consultants to figure out their “metaverse strategy,” Roblox's stock is at an all-time low.

News for Roblox Stock (RBLX)