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

Oscar Health

When private corporations offer shares of their company to the general public in order to obtain capital on the primary market, this process is known as an Initial Public Offering (IPO). There are a number of major upcoming IPOs that you need to watch out for this week.

Let's Take a Look At Some Upcoming IPOs This Week: Investors Should Track These Public Offerings

For Coinbase and Roblox, sales and marketing costs as a percentage of revenue is in the single digits, which is much lower than most pre-IPO tech companies.

Coinbase and Roblox take a page from Google, keeping marketing costs way down ahead of public debuts

Digital entertainment platform Roblox is going after adult users as it readies to go public via a direct offering scheduled for March 10, CNBC reported on Friday (Feb. 26). Roblox Founder and CEO David Baszucki said that he wants people to see the company as more than a gaming site, and one that can provide […]

Roblox Gaming Platform Pursues Older Users; Readies For Direct Listing

While Roblox has become a $29.5 billion company through a gaming app for kids, the company wants investors to know that older users are central to its future.

Roblox is chasing older users for games and virtual concerts as it gears up for direct listing

Roblox has filed an amended registration statement for a direct listing of its Class A shares on the NYSE.

Roblox Prepares For NYSE Direct Listing

Roblox, the platform for user-generated games, will go public through a direct listing of its shares on March 10.

Roblox plans to list shares on March 10, reports 82% revenue growth to $923 million for 2020

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (“Roblox”) today announced that it will hold an Investor Day on February 26, 2021 at 8:00 a.m. PT / 11:00 a.m. ET. The event will be accessible here. The session will be held in connection with Roblox's registration statement on Form S-1 filed with the U.S. Securities and Exchange Commission relating to the proposed public listing of its Class A common stock. Copies of the prospectus relating to the registration statement may be obtained, w

Roblox to Host Investor Day

Roblox has finally set its eye on a date to go public: "on or about" March 10, according to a company filing submitted to the SEC on Monday. Roblox is an online platform that allows users to easily develop and play video games. The firm was founded in 2004 and was valued at $29.5 billion last month after it raised $520 million in a Series H round. A year ago, Roblox was valued at $4 billion.

Roblox videogame platform plans to go public via direct listing next month after twice delaying its IPO

Investors waiting on the long-awaited public debut of Roblox Corp. finally have a date for when the tween-centric gaming platform will roll out its direct listing.

IPO Report: Roblox is going public: 5 things to know about the tween-centric gaming platform

The gaming-platform maker's public offering has been delayed twice and reshaped from an IPO to a direct sale.

Roblox Entering the Stock Market March 10

More than half of the children in the United States play video games on Roblox.

How Roblox, a video game platform for kids, became a $30 billion company

Roblox Corp, an online platform that allows users to create and play video games, could be the next company on Reddit's ‘meme stock' list when it floats on the New York Stock Exchange (NYSE) next month. Overnight, the company, which derives most of its revenues from in-game purchases and subscription premium services, said it had pushed back its direct listing on the NYSE to March from February, having originally filed plans for a US$1bn initial public offering (IPO) back in November.

Roblox delays Reddit ‘meme stock' status as direct listing pushed back to March

Roblox said in an updated prospectus that revenue for the first three quarters of 2021 reached $613.9 million, up from $588.7 million as reported earlier.

Roblox says revenue was higher than previously reported and pushes direct listing to March

The youth-oriented game development platform could just be getting started.

4 Reasons to Be Excited for the Roblox IPO

Airbnb

Wish

These young companies are just getting started.

3 Hot IPO Stocks to Buy in February

The fact that companies are going so far beyond Series A, B, and C funding is a sign that something isn't right.

Roblox Chooses Direct Listing Over IPO Madness

As Roblox eyes what could be a historic debut on public markets in the coming months, investors who have valued the company at $29.5 billion are certainly eyeing the gaming company's dedicated and youthful user base, but it's the 7 million active creators and developers on the Roblox platform that they are likely most impressed […]

How Roblox's creator accelerator helps the gaming giant build new platform opportunities

Roblox Corp has postponed plans to go public because of the U.S. Securities and Exchange Commission's scrutiny of how the video game platform recognizes revenue in its finances, according to a memo the company sent to employees on Thursday.

Exclusive: SEC scrutiny delays Roblox stock market listing

Dave Baszucki, CEO of Roblox, is about to take his company public. And he believes users will be the metaverse.

Roblox CEO Dave Baszucki believes users will create the metaverse

Direct-listing IPOs can be confusing. Here's a roadmap to what to expect.

The Roblox IPO Is Coming -- Here's What You Need to Know

Roblox has tapped Global Trading Systems to serve as the designated market maker for its upcoming direct listing, people familiar with the matter told Insider.  The task will mark the first time GTS has been chosen to help a high-flying technology firm make its public markets debut through a direct listing. It also ends a perfect streak for Citadel Securities, which was the designated market maker on the four major direct listings before Roblox.

Roblox taps GTS for its direct listing as part of an IPO pivot that's rewriting the pecking order for market-makers and banks

Gaming platform Roblox is poised for a direct listing next month. Roblox seems to offer the right mix of ingredients needed for a blockbuster tech opportunity - network effects, tween demographics, high engagement, high-margin digital products and double-digit growth.

Roblox: What Investors Need To Know

Roblox, which operates an online gaming platform that spans millions of users and millions of variations of games or related interactions, plans to go public on the New York Stock Exchange via a direct listing in February, according to an SEC filing the company submitted. Roblox previously had planned to go public the usual way, […]

Roblox Registers For Direct Listing; Expects To Be On NYSE In February

﻿ Hello and welcome back to Equity, TechCrunch's venture-capital-focused podcast, where we unpack the numbers behind the headlines. We're back on this lovely Saturday with a bonus episode!

Who is underpricing Roblox?

Fitbit

Market intelligence firm Apptopia released its report on the most downloaded mobile apps of 2020.

News for Roblox Stock (RBLX)