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 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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Operating income

EBITDA

Net income

Earnings per share

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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

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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

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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

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

NVIDIA

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.

Roblox uses popular game platform to back new kids' projects

Roblox Corp (NYSE: RBLX) could offer $10 million to help develop three games for middle-school, high-school, and college students, the Wall Street Journal reports. Roblox plans to help bring educational videogames to classrooms worldwide to play a role in the metaverse, touted as the next evolution of the internet.

Roblox Proposes To Embrace Metaverse Via Educational School Videogames

Activision Blizzard

Take-Two Interactive Software

Zynga

Growth in gaming stocks is expected to surge in the next two years. But which ones (if any) are the pros most bullish on?

Gaming Stocks: Which Ones Do the Pros Love?

INDIANAPOLIS--(BUSINESS WIRE)-- #PLTWProud--Project Lead The Way (PLTW) announced today a major partnership with Roblox (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, to deliver a high-quality educational experience available to students and educators across the U.S. Roblox's grant will fund the development and delivery of learning experiences on Roblox to be released in the spring of 2022 for those in and outside of PLTW's network of students. Roblox is a g

PLTW and Roblox Announce Partnership Bringing Unlimited Creativity to High School Students Across the U.S.

Icelandverse aside, these metaverse stocks continue to grab headlines.

3 Metaverse Stocks To Watch Today

Roblox remains a cash machine -- but the machine is starting to rust.

Now Here's the Bad News About Roblox's Earnings

The metaverse pioneer stayed relevant to players even as they had more options for entertainment.

What Reopening? Roblox Gains Momentum Acquiring Players in Q3

RBLX stock hit a new all-time high this week after Wednesday's earnings report revealed renewed vitality in the company. Here's what to know.

RBLX Stock: Everything You Need to Know About Roblox This Week as Shares Surge

Roblox dazzled the street this week with robust earnings, and it continues to climb. Here's how to capitalize using RBLX stock options.

The Smart Trade After Explosive Roblox Earnings

Roblox Corp. (NYSE:RBLX) shares are trading higher Friday, possibly pushing in continuation after the company announced better-than-expected third-quarter earnings results Tuesday. The stock is still seeing above-average volume days after the large gap from earnings.

What's Next For Roblox After Recent Pennant Break?

The metaverse company reported stellar Q3 earnings.

Why Roblox Stock Is Up 26% This Week

Morgan Stanley named companies that can benefit from the metaverse, adding that shares of Roblox are already moving on the trend.

The metaverse is the next big investment theme and stock sectors are already benefitting, Morgan Stanley says

"Will younger people want a piece of this? I can't be sure.

Jim Cramer says these 4 companies are the best ways to invest in the metaverse

During GamesBeat Summit Next, Dan Sturman speaks with Dean Takahashi on how Roblox is building a metaverse by focusing on players' needs.

Roblox is building a metaverse around its players

Why Roblox Stock Gave Up Its Gains Today

LOS ANGELES & SAN MATEO, Calif.--(BUSINESS WIRE)--Chart-topping pop star, Tai Verdes, and Roblox (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, today announced a first of its kind virtual experience, which will premiere this Saturday, November 13 beginning at 11 a.m. PT exclusively on the Roblox platform. Verdes will perform his just-released new single, “Let's go to Hell” in addition to several other top hits as part of a four-song concert set

Tai Verdes and Roblox Announce Exclusive Virtual Concert; Artist Will Perform New Single, “Let's go to Hell,” and Other Hits for a Global Audience

It will likely get more technologically advanced, but the early days of the metaverse are already here.

Here's 1 Way You Can Experience the Metaverse Today

Roblox is "really focused on the innovation to drive and shepherd this vision of what some people call the metaverse ... forward," CEO David Baszucki told CNBC.

Roblox founder and CEO: Our business plan 17 years ago predicted the rise of metaverse

Kids are still flocking to the online gaming platform.

News for Roblox Stock (RBLX)