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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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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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

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 received its first Wall Street analyst coverage on Monday, with Stifel rating the online gaming platform a Buy with a $85 price target, representing potential upside of 18% from Monday's close. Roblox went public earlier this month in a direct listing on the New York Stock Exchange, and is currently valued at more than $40 billion. The stock is up more than 60% from its direct listing reference price of $45 per share.

Roblox could soar 18% as it benefits from 2 'viral loops' that should drive monetization, Stifel says (RBLX)

Pinterest

These fast-growing companies could double your stimulus check.

Got $1,400? These 2 Stocks Could Double Your Money

Moderna

Nikola

Pinduoduo Inc - ADR

Starbucks

One of the most common questions traders have about stocks is “Why Is It Moving?” That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

Is Now The Time To Buy Stock In Pinduoduo, Starbucks, Roblox, Moderna Or Nikola?

Coupang

Last year was a tremendous year for IPOs, especially with the surge in popularity of SPAC IPOs from venture capitalists like Chamath Palihapitiya and Bill Ackman.

2 More IPOs to Follow

Hello friends, and welcome to Week in Review. Last week, I talked a bit about NFTs and their impact on artists.

The Roblox final fantasy

In the largest US IPO of the year to date, Coupang upsized and priced above the upwardly revised range to raise $4.6 billion at a $62.9 billion market cap. Online gaming platform, Roblox, completed the year's first direct listing, opening 43% above its reference price and beginning trading at $64.50 for an implied $41.8 billion market cap.

U.S. IPO Weekly Recap: Coupang Completes Year's Largest IPO And Roblox Direct-Lists In A 7 IPO Week

Roblox is a leader in a new concept called metaverse, a new form of gaming and entertainment. The company has a large revenue base and significant growth, as it has benefited from current Covid-19 conditions.

Roblox: Metaverse Play

Hello, readers! Happy Saturday, and welcome to Insider Finance. Here's a rundown of the must-know stories from the past week:

Wall Street headhunter intel — Roblox's big debut — Inside Truist's digital transformation

Boeing

Disney

Tesla

The stock market is back in an uptrend as the Dow and S&P 500 hit highs this week. Disney, Boeing, Tesla and Roblox were newsmakers.

Stock Market Resumes Uptrend As Dow, S&P 500 Hit Highs; Disney, Boeing, Tesla, Roblox, Coupang In Focus

Roblox Corp (NYSE:RBLX) has received another show of support following its direct listing on Wednesday as the ARK Next Generation Internet exchange-traded fund (ETF), run by millionaire stockpicker Cathie Wood, backed the firm with the purchase of over half a million shares in the online video game building platform. The ETF said on Thursday that Roblox now accounts for 0.47% of its portfolio weighting.

Roblox secures support from ARK ETF but shares lose momentum on Friday

The creative gaming platform that is wildly popular among kids has finally hit the public market.

Could Roblox Make You Rich in 2021?

Roblox Corp (NYSE:RBLX) has received another boost to its fortunes after its direct listing on Wednesday as the ARK Next Generation Internet exchange-traded fund (ETF), run by millionaire stockpicker Cathie Wood, backed the firm with the purchase of over half a million shares in the online video game building platform. The ETF said on Thursday that Roblox now accounts for 0.47% of its portfolio weighting.

Roblox gets another boost as ARK ETF buys in

Roblox is not a game, but a platform for both designing and playing games. Like other gaming companies, they are trying to build a metaverse that blends real and persistent virtual worlds.

Roblox Builds The Metaverse

On Wednesday, online gaming company Roblox Corp. (NYSE:RBLX) made its debut on public markets, choosing a direct listing on the New York Stock Exchange over an initial public offering.

Online Gaming Company Roblox Goes Public With a Bang

Coupang's IPO was a success, no matter how you slice it, even if you have valuation quibbles. And it was a huge win for SoftBank.

Coupang follows Roblox to a strong first day of trading

Cathie Wood's Ark Invest has in on RBLX stock, giving shares a big boost in the aftermath of the Roblox IPO and signifying future gains. The post RBLX Stock: Cathie Wood Gives Shares a Big Boost After the Roblox IPO appeared first on InvestorPlace.

RBLX Stock: Cathie Wood Gives Shares a Big Boost After the Roblox IPO

ARK Web x.0 ETF

On Wednesday, one of the most anticipated IPOs of 2021 took place with online gaming company Roblox Corp (NYSE: RBLX) going public with a direct listing. What Happened: Shares of Roblox priced at $45 prior to their market debut.

Cathie Wood, Ark Funds Add Roblox Stock On IPO Day

Did Roblox "gain 54%" yesterday? Well, not really.

Why Roblox Stock Is Still Rocking This Morning

Online gaming company Roblox went public Wednesday (March 10) via a direct listing on the New York Stock Exchange under symbol RBLX. The NYSE had set a reference price for the company's stock at $45 per share — the same amount the company sold shares for back in January during a private financing round.

Roblox Rockets During First Day Of Trading

Concerns over tech stocks' valuations and overenthusiasm in the IPO market haven't kept Cathie Wood's Ark Investment Management from its latest bet. The firm's popular Ark Next Generation Internet exchange-traded fund — which trades under the ticker ARKW — bought 519,086 shares of Roblox, according to a holdings update published Wednesday. The stake makes up 0.51% of the ETF's holdings and had a market value of more than $36 million as of Wednesday's close.

Cathie Wood's Ark adds 519,000 shares of newly public Roblox in latest tech bet

Roblox's $45 billion valuation is 25 times its sales forecast for this year. As revenue growth drops from 82% to 20% to 30%, Roblox should not trade over four times more than its peers.

Roblox Stock Pops 54%, Don't Buy Now

The Ark Next Generation Internet ETF added more than 500,000 shares of the stock, which accounted for about 0.5% of the fund's portfolio.

Roblox shares surge after Cathie Wood's fund buys on first trading day

Shares in online gaming platform Roblox surged as much as 14% in pre-market trading Thursday, ahead of its second day of public trading. Roblox's direct listing on Wednesday saw its shares pop 54%, giving the company that owns just one game a $47 billion valuation. For comparison, rival video-game company Electronic Arts is valued at $37 billion. Microsoft's priciest acquisition of a video-game company was its $7.5 billion purchase of ZeniMax Media, the video-game publisher behind blockbuster games like "Doom" and "Fallout."

Roblox shares surge another 14% a day after the online-gaming company's market debut

Shares of Roblox Corp jumped on Thursday, building on the gaming platform's almost 55% rise on its stock market debut a day earlier as well-known exchange-traded fund operator Cathie Wood bought into the company.

Roblox gains grow after bumper NYSE debut as Ark fund buys in

One of the ARK Invest exchange-traded funds bought up Roblox in its trading debut.

News for Roblox Stock (RBLX)