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

We believe Roblox to be a core part of the emerging Metaverse landscape. We think its scale and scope will grow over time and that its superb quality business model can persist.

Roblox Stock: The Long-Term Investment Outlook

The stock of Roblox has pretty much stagnated since its IPO in March due to worries that the reopening of schools would cause engagement to fall on the platform. Roblox Q3 earnings release busted the thesis that COVID recovery would decrease engagement and slow growth, as all metrics pointed to a very healthy platform.

Roblox: Buying A Piece Of The Metaverse

Argo Blockchain PLC

Borr Drilling Ltd

Hive Blockchain Technologies Ltd

Riot Blockchain

SNDL Inc.

Here are 7 non-speculative stocks that can deliver multifold returns in 2022 on the back of strong growth and positive industry tailwinds. The post 7 Solid Stocks to Buy for Multifold Returns in 2022 appeared first on InvestorPlace.

7 Solid Stocks to Buy for Multifold Returns in 2022

Nike announces Nikeland -- and Roblox shareholders cheer!

Why Roblox Stock Popped Again on Friday

Disney

Roku

Spotify

Zoom Video

With consumer discretionary names like Roblox and Nike collaborating, the industry remains active as ever.

5 Hot Consumer Discretionary Stocks To Watch Right Now

NIKE

Nike on Thursday (Nov. 18) announced the launch of its foray into the metaverse, calling its Roblox-fueled immersive 3-D experience Nikeland. The space allows Nike fans to “connect, create, share experiences and compete,” according to the company announcement.

Nike Creates Virtual World Within Roblox

NVIDIA

This virtual world could be a bigger deal than you think.

3 Metaverse Stocks That Could Set You Up for Life

Popular video game Roblox Corporation (NYSE: RBLX) is getting support from a newly public company using their metaverse to appeal to a new demographic of fans. What Happened: Nike Inc (NYSE: NKE) announced Thursday the creation of NIKELAND in Roblox.

Nike Betting On The Metaverse With NIKELAND In Roblox: What Investors Should Know

Nike Inc on Thursday revealed a virtual world modeled after its headquarters on video game platform Roblox Corp, becoming one of the first big brands to enter the "metaverse".

Into the metaverse: Nike creates 'NIKELAND' on Roblox

Following strong earnings results last week, management impresses investors at the recent analyst day.

Why Roblox Stock Broke to New Highs This Week

Wall Street analysts are jumping aboard the Roblox bandwagon.

Why Roblox Stock Popped, Then Dropped

Metaverse seems to be the next big thing after the internet itself, and Nike Inc (NYSE: NKE) wants a piece of it. The sports apparel company on Thursday partnered with Roblox Corp (NYSE: RBLX) to launch a virtual world its calling Nikeland on the gaming company's online platform.

Nike is positioning itself to be a beneficiary of the metaverse

Nikeland has debuted on Roblox as the latest interactive experience with a brand on the user-generated cntent platform.

Nikeland debuts on Roblox as its latest persistent gaming space

Nike has taken its first step into the metaverse with the launch of Nikeland.

Nike teams up with Roblox to create a virtual world called Nikeland

The metaverse pioneer's stock surges more than 50% after reporting Q3 earnings.

Roblox Stock Surges After Q3 Earnings: Is It Too Late to Buy?

Hours spent on Roblox is continuing to climb, crossing the 10 billion level in the third quarter.

This Number Shows Why Roblox Has Reached the Big Leagues

Roblox: Explodes Higher, What You Need To Know

Given the company's third-quarter earnings report, the perception of the platform as being for younger children looks increasingly false.

Roblox Isn't Just for Kids Anymore

Alphabet

Snap

The investment firm sees a massive $8 trillion market opportunity.

Here Are Morgan Stanley's Top Stock Picks For Investing In The Metaverse

Why Roblox Stock Is Like the Energizer Bunny Today

Today, investors in RBLX stock are seeing continued buying pressure as investors digest Roblox's investor day. The post RBLX Stock: 7 Top Takeaways From Roblox Investor Day appeared first on InvestorPlace.

RBLX Stock: 7 Top Takeaways From Roblox Investor Day

Fastly

Immersion

Matterport

Unity Software

Roundhill Ball Metaverse ETF

As companies build digital online environments in which people live, work and play, investors can profit with metaverse stocks. The post 7 Metaverse Stocks With the Potential to Make You Millions appeared first on InvestorPlace.

7 Metaverse Stocks With the Potential to Make You Millions

Roblox Corp. shares surged more than 10% Tuesday within the first hour of the social gaming platform's investor day.

Roblox stock rallies 10% as investor day kicks off

Microsoft

Which Metaverse Stocks Are The Ones To Watch In 2022?

Video gaming platform Roblox is using its massive popularity amongst younger players to support projects that weave educational video games into school programs, the company said Monday.

News for Roblox Stock (RBLX)