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

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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

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

Investment bank analysts have high hopes for this odd assortment of fast-growing businesses.

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

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.

Roblox stocks dropping: Is Wall Street's honeymoon in the metaverse over?

Still, with the good chance that the latest take on it could prove to be on the money, time is on your side with RBLX stock. More likely than not, it'll remain either at today's prices, or move lower, in the months ahead.

There's No Rush to Buy Roblox Stock

Canon

Match Group

The emerging power of the immersive internet is reshaping the world. Often referred to as the future of the internet, the metaverse is piquing the interests of every industry, with a growing number of tech companies investing billions of dollars in aggregate to capitalize on the new world of technology.

3 Leading Metaverse Stocks You May Not Have Heard Of

4 Leading Metaverse Stocks You May Not Have Heard Of

When two visions of the metaverse collide, who comes out on top? David or Goliath?

Better Metaverse Stock: Roblox or Meta?

A great deal of negativity has been priced into RBLX stock. Also, the company is exposed to a potential $30 trillion metaverse opportunity.

Investors Should Use Weakness in Roblox as an Opportunity

DoorDash

AMC Entertainment

This crucial metric often gets overlooked by investors, but it shouldn't.

Roblox, DoorDash, and AMC All Have This 1 Thing in Common

New York, New York--(Newsfile Corp. - April 1, 2022) - WHY: Rosen Law Firm, a global investor rights law firm, continues its investigation of 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...

ROSEN, A TOP RANKED LAW FIRM, Encourages Roblox Corporation Investors with Losses to Inquire About Securities Class Action Investigation - RBLX

Among the negative catalysts for RBLX stock are the huge slowdown in its bookings in January and its big stock-based compensation totals. The post Roblox's January Estimates Don't Bode Well for Its Shares appeared first on InvestorPlace.

Roblox's January Estimates Don't Bode Well for Its Shares

Online gaming platform Roblox Corp said on Thursday Apple Inc's App Store offers privacy and safety benefits to its users, supporting the iPhone-maker's bid to beat an appeal by Epic Games in a key U.S. antitrust case.

Roblox backs Apple in antitrust case, says App Store offers privacy and security

Retailer Expands Roblox Presence with PACWORLD LOS ANGELES , March 31, 2022 /PRNewswire/ -- In June 2021, Pacsun transitioned into the online entertainment space by introducing digital items on Roblox (NYSE: RBLX), a global online platform for shared experiences connecting millions of people every day in its metaverse. As part of the collaboration, the youth retailer officially announced today its first dedicated experience on Roblox called  PACWORLD , a fantasy interactive mall experience, created through a partnership with premier game development studio MELON.

PACSUN OPENS VIRTUAL MALL ON ROBLOX

The global gaming platform's daily active user growth is promising.

Roblox Stock Is Still on Track for the Long Term

Roblox Corporation (NYSE: RBLX) was trading down about 2% lower on Wednesday in continued consolidation after a 46% move to the upside brought the stock from its March 14 and March 15 all-time low of $36.04 to a high of $53 on March 23. The consolidation has not negated the new uptrend which .

Here's How To Trade Roblox Stock As It Confirms This New Trend

SANTA MONICA, Calif.--(BUSINESS WIRE)--The Recording Academy® announced today its official GRAMMY® Week activations: GRAMMY Week on Roblox. Roblox (NYSE: RBLX) is a global platform where millions of people gather every day to imagine, create and share experiences with each other in immersive, user-generated 3D worlds. The Las Vegas-themed experience — in line with the 64th Annual GRAMMY Awards® taking place in Las Vegas for the very first time — will be held virtually from March 30 through Apri

Recording Academy® Announces Partnership for First Official Virtual GRAMMY® Week Experience on Roblox Together With Mastercard

PHILADELPHIA , March 30, 2022 /PRNewswire/ -- Investor protection law firm Kaskela Law LLC announces that it is investigating potential legal claims on behalf of Roblox Corporation ("Roblox") (NYSE: RBLX) shareholders. On February 3, 2022, The Bear Cave issued a report entitled "Problems at Roblox (RBLX)," which detailed significant misconduct at the online gaming platform company.

Kaskela Law LLC Announces Stockholder Investigation of Roblox Corp. (NYSE: RBLX) and Encourages Shareholders to Contact the Firm

Even without the Covid-19 catalysts from 2020, RBLX stock can still power higher in light of Roblox's impressive active user base growth. The post Expect RBLX Stock to Hit $60 and Higher as Roblox Gets Big-Bank Nod appeared first on InvestorPlace.

Expect RBLX Stock to Hit $60 and Higher as Roblox Gets Big-Bank Nod

Alphabet

Microsoft

NVIDIA

Snap

Adobe

Not many people even knew what the metaverse was a year ago. Now, companies pouring resources into this new but promising industry.

Which Companies Are Investing in the Metaverse? 7 Stocks to Watch.

Roblox runs a broken business model with expenses accelerating amid a pivot to the metaverse, leaving questions about RBLX stock. The post The Future of Roblox Stock Is Unclear appeared first on InvestorPlace.

The Future of Roblox Stock Is Unclear

Unity Software

As tech companies continue to invest in the metaverse, should you consider doing the same?

News for Roblox Stock (RBLX)