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

Roblox Corp exceeded market estimates for quarterly bookings on Monday as demand for its video games "MeepCity" and "Adopt Me!" stayed strong even after pandemic-led curbs eased.

Roblox beats quarterly expectation for bookings

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, released its third quarter 2021 financial results today and separately posted a letter to shareholders and supplemental materials on the Roblox investor relations website at ir.roblox.com. Third Quarter 2021 Financial Highlights Revenue increased 102% over Q3 2020 to $509.3 million Net loss attributable to common stockholders for Q3 2021 was $74

Roblox Reports Third Quarter 2021 Financial Results

Roblox's (RBLX) third-quarter 2021 results are likely to reflect strength in new and existing users driven by high-quality content offering.

Roblox (RBLX) to Report Q3 Earnings: What's in the Cards?

PayPal

SmileDirectClub

Virgin Galactic

More than 1,500 companies are reporting quarterly earnings this week. Of four in our watch list for Thursday afternoon, one (Airbnb) beat on both revenue and profits while one (Peloton) missed on both, one beat on earnings but missed on revenue (Square) and the fourth (Uber) missed on profits but beat on revenue.

Earnings Previews: Paypal, Roblox, SmileDirectClub, Virgin Galactic

While Facebook's rebranding as Meta will attract investors interested in the metaverse, RBLX stock is the better choice right now. The post Want to Invest in the Metaverse?

Want to Invest in the Metaverse? Pick Roblox Stock Over Meta

Roblox will report fiscal third-quarter earnings on Nov. 8.

Roblox Q3 Earnings Preview: Ready to Compete?

Autodesk

Fastly

NVIDIA

Unity Software

Is metaverse sci-fi hype or the next big thing?

5 Metaverse Stocks To Watch In November 2021

Roblox Corp (NYSE:RBLX) returned from a three-day outage on Sunday 31 October as the gaming platform's developer said it was ‘incrementally' bringing regions of the game back to service. Roblox, a gaming platform and digital hangout space that has over 40mln daily users worldwide, confirmed the problem was an internal issue rather than an external attack.

Roblox is back online following three-day hiatus

Roblox Corp. was digging itself out from a three-day outage that shut millions of users out Monday, as investors wiped away more than $1 billion of the videogame company's market capitalization.

Roblox sheds more than $1 billion in market cap after outage that could have cost millions

Roblox, the online gaming platform, is back online after a three-day outage which the company described as "especially difficult".

Roblox back online after three-day outage - says hackers not to blame

The popular gaming site Roblox went back online Sunday after being down for most of the weekend.

Happy Halloween: Gaming platform Roblox is back online

Online gaming platform Roblox restored its services Sunday after an outage that began on Thursday.

Gaming platform Roblox comes back online after three-day outage

Roblox, the gaming platform that is immensely popular amongst young players, said on Twitter Sunday evening that it is back online worldwide. Roblox is back online everywhere!

Roblox is back online after three days of Halloween outage

Millions of young players had been unable to access their games for several days.

Roblox says games back online after 3-day outage

The popular gaming site said Sunday that it was working to resolve the outage. In the meantime, children were freaking out.

Roblox Goes Down, Forcing Children Outside for Halloween

A leading game is experiencing an outage affecting users all weekend long. While some blamed a popular restaurant chain, the gaming company has said that is not the case.

Roblox Outage Lasts All Weekend And It's Not Chipotle's Fault: What Investors Should Know

Meta Vs. Roblox: The Battle Of The Metaverse Stocks

In the latest trading session, Roblox (RBLX) closed at $84.02, marking a +1.53% move from the previous day.

Roblox (RBLX) Outpaces Stock Market Gains: What You Should Know

Roblox is a true secular growth story with long runways in both DAU and monetization growth. The company faces near-term headwinds, however, that, I don't think, are factored into market expectations.

Roblox: Tough Quarters Ahead

In the latest trading session, Roblox (RBLX) closed at $80.68, marking a -0.26% move from the previous day.

Roblox (RBLX) Stock Moves -0.26%: What You Should Know

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced the pricing of $1.0 billion aggregate principal amount of its 3.875% senior notes due 2030 (the “Notes”). The Notes are being offered to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons pursuant to Regulation S under the Securities Act. The sale of the Notes is expected to close on October 2

Roblox Prices Offering of Senior Notes

Is Facebook's Focus on the Metaverse Good or Bad News for Roblox?

Online entertainment platform Roblox Corp (NYSE: RBLX) aims to offer $1.0 billion senior unsecured notes via institutional offering. Roblox will utilize the offering proceeds for general corporate purposes.

Roblox Seeks To Raise $1B Via Institutional Senior Note Offering

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced that it intends to offer, subject to market and other considerations, $1.0 billion aggregate principal amount of senior unsecured notes (the “Notes”) through an offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons pursuant to Regulation S under the Securities Act. The interest rate,

Roblox Announces Proposed $1.0 Billion Offering of Senior Notes

Roblox is seeing an influx of users playing games inspired by the Netflix series.

News for Roblox Stock (RBLX)