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

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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.

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

Activision Blizzard

Electronic Arts

Nintendo

NVIDIA

Sony

Take-Two Interactive Software

Unity Software

In 2020, video games provided seasoned and rookie gamers an escape through competition and communities amid trying circumstances. We believe the video game industry's performance last year was a major milestone, but it's wasn't an endpoint.

Video Games & Esports: Building On 2020's Rapid Growth

Roblox Corp is set to join the ranks of the so-called "meme stocks" such as GameStop at the center of social media-fueled rallies that have gripped Wall Street when the gaming platform becomes a publicly traded company on Wednesday.

Reddit forums get behind Roblox ahead of stock launch

RBLX stock starts trading today following the Roblox IPO. Here's what investors should know about the gaming company now.

RBLX Stock IPO: 12 Things to Know As Roblox Starts Trading Today

Roblox Corp is scheduled to go public on the New York Stock Exchange through a direct listing on Wednesday that is scheduled to see it kick off with a market cap of around US$30bn. On Tuesday evening, the NYSE set a reference price for the online platform, which allows users to create and play video games, of US$45 per share, equal to a recent funding round that valued the group at US$29.5bn.

Roblox eyes Reddit meme stock status as public listing looms

The $45 price for RBLX is part of a direct listing, not an IPO. That means no new shares are being created.

Roblox goes public: What to know as RBLX stock debuts on the NYSE

Good morning and welcome to Insider Finance. I'm Dan DeFrancesco, and here's what's on the agenda today: Everything you need to know about Roblox's direct listing today BlackRock outlined new diversity and inclusion changes Chamath Palihapitiya and Michael Dell's investment firm MSD Capital back fintech Pipe  We are also looking for nominations for upcoming list of top equity research analysts under 35. Find out more about the list, and how to nominate someone here.

Roblox's big day is finally here — Chamath backs new fintech — BlackRock outlines D&I plans

Online games company Roblox has had its reference price set by the New York Stock Exchange at $45 for its direct listing expected Wednesday (March 10), Bloomberg reported. Setting a reference price means that the company is allowed to start trading.

Roblox Goes Public Wednesday; Price Set At $45 Per Share

The maker of the popular video game app should make a big splash in its stock market debut.

Roblox Reference Price Set at $45 Per Share for Wednesday Listing

Roblox Corp. RBLX scored a reference price of $45 a share from the New York Stock Exchange late Tuesday as the tween-centric gaming platform prepares to go public through a direct listing on Wednesday. On the NYSE's website, the exchange said the company's stock will begin trading under the ticker “RBLX” on Wednesday, adding that the reference price is not an offering price, which will be determined by buy and sell orders collected from broker-dealers.

Roblox direct listing gets $45 reference price from NYSE

More than 1,250 developers made at least $10,000 last year through virtual sales in their Roblox games, and the company is increasing payouts to them.

Roblox goes public tomorrow — here's how indie game makers turned it into a $30 billion company

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (“Roblox”) today announced that it expects that trading of its Class A common stock on the New York Stock Exchange will commence on Wednesday, March 10, 2021 under the symbol “RBLX”. Roblox has filed a registration statement on Form S-1 with the Securities and Exchange Commission (“SEC”) that registers for resale shares of its Class A common stock, which was declared effective by the SEC on March 2, 2021 (the “Registration Statement”). Copi

Roblox to Commence Trading on NYSE on March 10, 2021

Video-game maker Roblox is finally set to go public this week after a series of delays.  Roblox was initially gearing up to hit public markets via an IPO in December 2020.

Roblox is about to go public after a series of delays. Here's everything you need to know about its direct listing.

Coupang

Joann, Hayward Holdings, and Longboard Pharmaceuticals also are among the companies scheduled for initial public offerings this week.

Roblox, Coupang Are Set to Go Public This Week

Roblox stock is well-positioned to grow over the next few years.

The Roblox IPO Is Coming March 10. Here Are 2 Things Investors Should Know

JOANN

This week's IPO calendar has several high profile offerings coming to the public markets. The delayed and highly anticipated direct listing from Roblox leads the week, along with South Korean e-commerce company Coupang and U.S. arts and craft retailer Joann.

IPO Preview: Roblox, Coupang, Joann Lead Busy Week Of Offerings

The company's growth exploded in 2020. But what about 2021?

Roblox Just Put Out Guidance Ahead of Its Direct Listing. Here's What Investors Need to Know

Shares of video game platform Roblox are expected to start trading March 10 in a direct listing. By going this route, RBLX stock follows the path previously taken by Spotify and Slack.

RBLX Stock IPO: When Does Roblox Go Public? What Is the Roblox IPO Price Range?

Bumble

Pubmatic

These promising companies could power your portfolio through the next decade and beyond.

3 Hot IPO Stocks to Buy in March

Roblox has become a leading gaming platform -- and investors want in.

Roblox IPO: 3 Reasons the Gaming Platform Is More Than Just Hype

Five IPOs and one direct listing are currently scheduled for the week ahead. Street research is expected for 17 companies. Lock-up periods will be expiring for three companies.

U.S. IPO Week Ahead: Korean E-Commerce And Online Gaming Lead A 5 IPO, 1 Direct-Listing Week

Roblox goes public on Tuesday, March 10, and how its stock fares will determine how soon we'll get the metaverse.

The DeanBeat: Roblox public offering is a vote about the metaverse

Etsy

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Shopify

Investors can feel good about investing in Shopify and three other high-growth companies.

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Private investors have poured money into this video game platform company.

1 Chart Showing Roblox's 12x Valuation Increase

This video game creation company could be one of the hottest growth stocks of 2021.

Why Roblox Is the Stock I'm Most Excited to Buy in March

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (the “Company”), a global online platform bringing people together through play, today issued guidance for its first quarter ending March 31, 2021, its second quarter ending June 30, 2021 and for the full year ending December 31, 2021. For more information, see below or visit https://ir.roblox.com. Financial Outlook For the first quarter of 2021, the Company currently expects: Daily Active Users, or DAUs: 37.6 million to 39.6 million, repre

News for Roblox Stock (RBLX)