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

It's likely that RBLX stock got ahead of itself, so a pullback is exactly what value-focused, metaverse-market investors need right now. The post Let the Roblox Share Price Decline to $70, Then Start a Position appeared first on InvestorPlace.

Let the Roblox Share Price Decline to $70, Then Start a Position

Better Buy in 2022: Roblox or Meta Platforms?

Roblox's valuation has been partly driven by euphoria and froth around the metaverse.

Roblox Is A Great Company With A Valuation Built On Metaverse Hopium

Roblox Corp (NYSE:RBLX) shares are trading higher by 5% at $99.82 after Needham initiated coverage on the stock with a Buy rating and a $136 price target. Roblox shares were otherwise trading lower Wednesday after the company issued average bookings per daily active user guidance, which is expected to be down 8-9% year over year.

Why Roblox Shares Are Rising

This company is trading on sale right now.

1 Top Gaming Stock Investors Should Consider as the Market Turns Red

Roblox has had an impressive debut on the public markets, but have investors missed their opportunity?

Is It Too Late to Buy Roblox?

NIKE

Ferrari

The metaverse vision for the internet is far from reality, but brands from Ferrari to Nike are already rushing in to experiment and build an audience, in part for fear of missing out.

Brands from Ferrari to Nike rush toward 'metaverse' future

Pfizer

Procter & Gamble

Roku

Roku, Pfizer, Procter & Gamble and Roblox were our top stock trades for Thursday. Now, let's look at how the charts are setting up.

4 Top Stock Trades for Thursday: PFE, ROKU, PG, RBLX

Roblox Corp. (NYSE:RBLX) shares are trading significantly lower Wednesday after the company announced its November metrics. Roblox said daily active users were 49.4 million, representing an increase of 35% year-over-year.

Roblox Takes A Dive And Falls Out Of A Pattern, What May Be Next

Roblox Corp. shares fell 9% Wednesday, after the social-gaming and creation platform revealed that growth slowed after a massive Halloween weekend outage.

The Ratings Game: Roblox stock falls 9% as results show slowdown after Halloween outage

User monetization trends have weakened in 2021, but the sell-off might be an overreaction.

Roblox Dropped Big Today: Is the Stock a Buy?

Roblox (RBLX) stock is taking a beating on Wednesday after the gaming platform revealed its key metrics for November 2021. The post RBLX Stock Alert: 13 Things for Roblox Investors to Know as Shares Stumble appeared first on InvestorPlace.

RBLX Stock Alert: 13 Things for Roblox Investors to Know as Shares Stumble

The video game company reported daily active users were 49.4 million.

Roblox stock dips on November user numbers

Match Group

Nintendo

Meta Platforms, Roblox, Nintendo, and Match could be great metaverse plays.

4 Monster Metaverse Stocks to Buy for the Long Haul

Adagio Therapeutics

Doximity

Digital World Acquisition Corp

ZIM Integrated Shipping Services

Digital World Acquisition, ZIM Integrated Shipping Services, Adagio Therapeutics, Roblox, and Doximity saw the largest percentage increase in stock price since initial listing.

Top 5 IPOs of 2021

Roblox Corp (NYSE: RBLX) is trading lower Wednesday morning after the company announced its November metrics. Roblox said daily active users were 49.4 million, representing an increase of 35% year-over-year.

Why Roblox Shares Are Sliding Today

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, today released certain key metrics for November 2021. November 2021 Metrics Daily active users were 49.4 million, up 35% year over year. Hours engaged were 3.6 billion, up 32% year over year. Estimated bookings for November 2021 were between $208 million and $211 million, up 22% - 24% year over year. Estimated average bookings per daily active u

Roblox Reports November 2021 Key Metrics

Investing in emerging technologies could provide investors with excellent returns over the long run.

My Top 2 Metaverse Stocks to Buy in 2022

The metaverse industry is gaining popularity with consumers and investors alike.

Is This Metaverse Stock Still a Buy for 2022 After Rising 65% in 2021?

Once thought of by many as a flash-in-the-pan pandemic stock, this metaverse gaming platform is proving doubters wrong.

This Metaverse Company Is More Than A Pandemic Stock

Ralph Lauren

We may not fully know what the metaverse will look like, but at least our digital selves will dress sharp as we find out.

Ralph Lauren's next venture is a metaverse holiday experience for Roblox

Disney

FuboTV

Netflix

Even as the economy reopens, these entertainment stocks are as relevant as ever.

Most Active Stocks To Watch Today? 5 Entertainment Stocks In Focus

Roblox continues to provide new experiences to its players.

Could This Be the Best Metaverse Stock to Own?

Skillz

Each of these companies is growing revenue and customers at a rapid rate.

3 Unprofitable High-Risk, High-Return Stocks to Buy Now

Etsy

The ongoing global pandemic has made short-term fluctuations in equities a rather commonplace phenomenon. But if you can hold your nerve through such oscillations, Jim Cramer has two “junior growth” names that he's convinced could make you big money in the long run.

News for Roblox Stock (RBLX)