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

adidas AG

NIKE

NVIDIA

The metaverse has the potential to eclipse the internet. A “place” where real life, and virtual reality are blended into one.

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Nu Holdings

Chase Coleman (Trades, Portfolio)'s Tiger Global Management recently disclosed its 13F portfolio updates for the fourth quarter of 2021, which ended on Dec. 31.

Chase Coleman Adds Nu Holdings, Slashes Roblox in 4th Quarter

Autodesk

Fastly

Microsoft

QUALCOMM

Unity Software

Here is a list of eight metaverse stocks in the digital space to purchase if you are interested in investing in the future of technology. The post 8 Metaverse Stocks to Buy to Become a Virtual Millionaire appeared first on InvestorPlace.

8 Metaverse Stocks to Buy to Become a Virtual Millionaire

Investors that are interested in knowing what stocks Cathie Wood is buying need look no further than gaming platform Roblox (RBLX). The post What Stocks Is Cathie Wood Buying?

What Stocks Is Cathie Wood Buying? Roblox, for One.

Upstart Holdings

While investors are on edge from headlines, negative reactions to strong earnings bring opportunities to find stock to buy on dips. The post 3 Stocks to Buy While Markets Deal With an Enemy Fed appeared first on InvestorPlace.

3 Stocks to Buy While Markets Deal With an Enemy Fed

Salesforce

DocuSign

Robinhood

Netflix

Zillow

Software stocks are experiencing lackluster growth, which is beginning to affect the broader stock market as a pullback occurs. The post 8 Software Stocks to Snap Up After the Sharp Selloff appeared first on InvestorPlace.

8 Software Stocks to Snap Up After the Sharp Selloff

Roblox posted huge growth numbers but lost the expectations game and the stock price took a hit.

Investors Put Roblox in Time-Out Following Earnings

Roblox does not seem to be the growth company it was before.

Is This an Overreaction to Roblox's Earnings?

Ark Invest made a similar move earlier this week when it purchased $20 million worth of Sea Limited shares after the stock plummeted 20%.

Cathie Wood's Ark Invest buys the dip in Roblox stock after earnings miss erases $11 billion in market value

Shopify

Spotify

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Cathie Wood-led Ark Investment Management on Wednesday raised its exposure in Roblox Corp (NYSE: RBLX) on the day shares of the social gaming platform plummeted after it reported worse-than-expected fourth-quarter results. The popular money managing firm bought 454,707 shares — estimated to be worth $24.49 million — in Roblox.

Cathie Wood Loads Up $24.5M In Roblox As The Gaming Company's Stock Crashes

Shares of Roblox plummeted well below its $64.50 direct listing price, closing down 26.5% following disappointing fourth quarter earnings.

Why Metaverse Stock Roblox (RBLX) Crashed on Wednesday

During earnings season, each company tells a tale, reflected in metrics like revenues, earnings, cash flow — and, for platform firms, subscriber trends. Roblox, the online gaming platform, shows the impact of a change in consumer behavior, especially as economies continue to reopen.

Roblox's Headwinds Hint at Platform Pressure as Economies Reopen

Signs of slowing growth spooked investors.

Why Roblox Stock Crashed Today

Trade Desk

Shopify, The Trade Desk, Upstart Holdings and Roblox were our top stock trades for Thursday. Here's how the charts look now.

4 Top Stock Trades for Thursday: SHOP, TTD, UPST, RBLX

Gaming company Roblox Corp (NYSE: RBLX) reported bookings growth of 20% in the fourth quarter and reported record revenue and daily active user metrics for its full fiscal year. The company missed on earnings, reporting a loss of 25 cents per share vs.

3 Roblox Analysts React To Q4 Earnings As Investors Pull Back

Roblox Corp. shares plummeted toward their worst day since going public Wednesday, as more “once-stuck inside kids” are going outside and making it harder for the social-gaming platform to make money.

The Ratings Game: Roblox stock heads for worst day yet as kids put down their devices

The Gen-Z gaming platform that skyrocketed in popularity during the pandemic lost $10 billion in market value Wednesday.

Roblox Stock Crashes 25% After Lackluster Earnings

Roblox Corporation (RBLX) CEO David Baszucki on Q4 2021 Results - Earnings Call Transcript

Roblox investors are wondering what went wrong, as RBLX stock is down more than 20%. Where will RBLX head next after reporting earnings?

Is RBLX Stock a Buy After Huge Earnings Plunge? 3 Analysts Weigh In on Roblox Price Predictions.

The stock is down 20% after it reported Q4 earnings.

News for Roblox Stock (RBLX)