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

One of the common arguments for RBLX stock is that it's a buy on the dip. But the financials suggest you should avoid it regardless.

Why Roblox Is Not a Buy Regardless of a Discount

Gaming name Roblox Corp (NYSE:RBLX) just posted its first earnings report since going public back in mid-March, and the results were mixed.

Gaming Name Inches Higher After Earnings Debut

Roblox Corp (NYSE:RBLX) has reported a surge in revenues and bookings as it delivered its first set of quarterly results since listing on the New York Stock Exchange in March. On Monday, the online video game platform reported bookings of US$652.3mln in the first three months of 2021, up 161% year-on-year, while revenues jumped 140% to US$387mln.

Roblox sees bookings and revenues soar in first results since listing

Roblox, the platform for Lego-like user-generated games, reported its earnings for the first time as a publicly traded company. This met analysts' expectations.

Roblox hits Q1 bookings of $652.3 million, up 161%, in first report as public company

SAN MATEO, Calif.--(BUSINESS WIRE)--Second bullet after first paragraph should read: Net Loss for Q1 2021 was $134.2 million (instead of Net Loss for Q1 2020 was $134.2 million). The updated release reads: ROBLOX REPORTS FIRST QUARTER 2021 FINANCIAL RESULTS Revenue Up 140% Over Prior Year to $387.0 Million Bookings Increase 161% Over Prior Year to $652.3 Million Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, released its first

CORRECTING and REPLACING Roblox Reports First Quarter 2021 Financial Results

Roblox shares rose as much as 5 percent after hours on the report.

Roblox revenue grows 140 percent in first earnings report since going public

Roblox Corp.'s stock rose in the extended session Monday after the social-gaming platform reported its first results as a public company.

Earnings Results: Roblox stock pares regular-session losses following first public earnings

Roblox Corp reported a 161% rise in quarterly bookings on Monday in its first earnings report since a blockbuster debut, as the U.S. gaming company benefited from a surge in spending by kids stuck at home due to the pandemic.

Roblox reveals bookings jump in first post-debut report

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, released its first 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. First Quarter 2021 Financial Highlights Revenue increased 140% over Q1 2020 to $387.0 million Net Loss for Q1 2020 was $134.2 million Net cash provided by ope

Roblox Reports First Quarter 2021 Financial Results

Bumble

Coinbase

Companies that have had recent markets debuts are set to report earnings this week. We asked two traders which they're watching most closely.

Roblox, Bumble and Coinbase report in a buzzy week for earnings — here's what to watch

Disney

Dow Jones Industrial Average hit a record high of 34,800 on Friday. With more earnings on the horizon, a further push next week is quite conceivable.

Traders: These two high-velocity stocks reporting earnings next week justify their high valuations

3D Systems

Palantir Technologies

Tilray Brands

Velodyne Lidar

More than 550 U.S.-listed companies are reporting quarterly results on the first three days of next week, May 10 through 12.

Earnings Previews: Palantir, Roblox, 3D Systems, Tilray, Velodyne

This hot IPO stock will be a homerun investment if this one metric continues to rise.

If Roblox Keeps Growing This Number, All Bets Are Off

Roblox's first earnings report could propel the stock above a key technical level, says TradingAnalysis.com founder Todd Gordon.

These momentum stocks reporting in May are worth their high valuations, traders say

Roblox's (RBLX) first-quarter 2021 results are likely to reflect strength in new and existing users and developers boosted by coronavirus-induced social distancing norms.

Roblox (RBLX) to Report Q1 Earnings: What's in the Cards?

The gaming platform company will report its quarterly earnings for the first time as a public company on Monday, May 10.

Roblox Earnings Preview: The 1 Number Investors Must Know

A modified version of the familiar IPO drama played out last month, boosted by a promising product partnership with a leading toymaker.

How Roblox Stock Gained 15% in April

Roblox stock could jump 25% and offers investors "exposure to multiple growth megatrends, including mobile gaming, social networking, user-generated content, and digital identity," JP Morgan analysts wrote on Monday. In a note to clients, analysts led by Alexia S. Quadrani said that Roblox is set to outperform due to its involvement in key megatrends, its rising user base, and increasing average revenue per user.

Roblox could jump 25% and offers investors exposure to multiple growth 'megatrends,' JP Morgan says (RBLX)

Editas Medicine

Teva Pharmaceutical

United States Steel

Albertsons Companies

Crown Castle International

Domino's Pizza

Intellia Therapeutics

With the trading day more than halfway over, the broad markets were getting crushed.

Domino's, Editas, Roblox, Teva, US Steel and More Tuesday Afternoon Analyst Calls

Roblox expects slower usage but RBLX stock will be worth more. RBLX stock is worth $109.21, 45% higher given a comparison with Unity Software stock.

Roblox Expects Slower Usage, But Will Be Worth $100, Or More

Since schools are reopening, investors might be tempted to sell PBLX stock and invest in other traditional areas, but that would be a folly. The post 3 Reasons to Buy Roblox Despite the Economy Opening Up appeared first on InvestorPlace.

3 Reasons to Buy Roblox Despite the Economy Opening Up

The recently IPOed video game platform company might be a hot stock, but it's a risky buy right now.

2 Reasons Investors Should Wait Before Buying Roblox Shares

Skillz

Which ARK gaming stock is the better overall investment?

Better Cathie Wood Gaming Stock: Roblox vs. Skillz

Activision Blizzard

VanEck Video Gaming and eSports ETF

Take-Two Interactive Software

Unity Software

The video game and esports industries are huge right now. And they're only going to keep growing from here.

The Lockdown May Be Ending, but This Profitable Trend Isn't

SAN MATEO, Calif.--(BUSINESS WIRE)--Today, TIME reveals the TIME100 Most Influential Companies, a new list—and an expansion of the annual TIME100 list of the world's most influential people—that highlights 100 companies making an extraordinary impact around the world. Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, is amongst the list of 100 companies honored by TIME in the Pioneer category. “At Roblox we are building a metaver

News for Roblox Stock (RBLX)