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

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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

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

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox (NYSE: RBLX), a global online platform bringing millions of people together through play, announced today that the British rock duo, Royal Blood, will perform a three-song virtual concert during the 2021 Bloxy Awards. The Bloxy Awards, Roblox's celebration of the passion, talent, and creativity of the Roblox community of creators and players, will take place on March 27th at Noon PDT on the Roblox Platform. The concert, produced in collaboration with W

Royal Blood to Perform at Roblox's 2021 Bloxy Awards

"You've got my blessing to put on a position in Roblox right now, right here," Jim Cramer said while breaking down his position on "Mad Money."

Cramer endorses buying Roblox stock: 'This is the real deal'

Roblox's incredible network effects, robust user growth and the digital era make RBLX stock a prime candidate for long-term success. The post Roblox's Network Effects Puts It Into a Field of Its Own appeared first on InvestorPlace.

Roblox's Network Effects Puts It Into a Field of Its Own

Bumble

Chipotle

Pinterest

Riot Blockchain

Block

Here are seven overvalued stocks that still seem attractive considering the business growth potential. These overvalued stocks might still have fuel in the tank to rally.

7 Overvalued Stocks Still Worth Your Money

WISeKey International Holding AG

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.

Why RBLX Stock And WKEY Stock Are Moving Thursday

Bottom line: prospects remain bright for this mobile gaming platform. But it's best to wait for IPO-related enthusiasm to fade before buying RBLX stock.

Take Your Time With the Recent IPO of Roblox Stock

DraftKings

Skillz

The ARK Invest founder is making sizable bets on these fledgling public companies.

3 Recent IPO Stocks Cathie Wood Is Buying Now

Roblox is proving that children's gaming is serious business – with serious challenges. The company faces a three-headed design monster in being part social network, part game, and part e-commerce platform.

Roblox Faces A Three-Headed Design Monster

Roblox will generate significant free cash flow, leaving it undervalued. RBLX stock is worth $92.02, or 30% more, based on FCF, but you will be able to buy it cheaper later this year.

Roblox Will Generate Significant Free Cash Flow and Aim for $92

Pfizer

Upwork Inc

Got cash? Here's how three high-flying growth stocks can make you rich.

3 Revolutionary Top Stocks to Buy Now

Roblox Corporation recently went public through a direct listing on March 10, 2021. The video game platform company has an extensive growth runway with multiple avenues to further expand its business.

Roblox Goes Public And Its Free Cash Flow Growth Outlook Is Quite Bright

Roblox (RBLX) stock is continuing to head higher after its IPO last week and Stifel thinks it's not likely going to stop anytime soon. The post RBLX Stock Price: How High Will Roblox Stock Go?

RBLX Stock Price: How High Will Roblox Stock Go? What Stifel Thinks

Shares of Roblox Corp. rallied 6.1% in afternoon trading, after the tween-centric gaming platform received a bullish endorsement from Stifel Nicolaus analyst Drew Crum, who said the company is "uniquely positioned at the intersection of content and social." Crum initiated coverage of Roblox with a buy rating and stock price target of $85, which is 11.0% above current levels.

Roblox stock rallies after getting a bullish endorsement from Stifel Nicolaus

Roblox Corp. (NYSE: RBLX) has seen a recent run-up in its stock price since it came public last week.

Is Stifel Bullish Enough on Roblox After Red-Hot IPO?

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)

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

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.

News for Roblox Stock (RBLX)