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

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Year over year growth in Revenue and Operating Expenses.

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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 Q1 2023

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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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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 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.

Top mobile apps of 2020: TikTok, Fitbit, ‘Roblox' and ‘Among Us' lead the way

After delaying its market debut last month, Roblox said in and updated prospectus on Friday that it plans to hold its direct listing in February.

Roblox expects direct listing on NYSE in February

Roblox, which offers an online games platform, has raised $520 million in a funding round led Menlo Park, California-based Altimeter Capital and Dragoneer Investment Group. The company said in a press release that the venture round funding values the company at $29.5 billion and that the proceeds from the financing will “advance Roblox's growth initiatives […]

Games Platform Roblox Reels In $520 Million

Roblox is now one of the world's most valuable private companies in the world after a monster Series H raise brings the social gaming platform a stratospheric $29.5 billion valuation. The company won't be private for long, though.

Roblox raises at $29.5 billion valuation, readies for direct listing

Online gaming platform Roblox disclosed Wednesday that it raised $520 million in a Series H funding, primarily led by investment firms Altimeter Capital and Dragoneer Investment Group. Other investors included The Group of Santa Barbara and Warner Music Group Corp (NASDAQ: WMG).

Roblox To Now Go Public Through Direct Listing, Raises $520M In Fresh Funding

Roblox Corp. RBLX said late Wednesday that it raised $520 million in a funding round that values the tween-centric gaming platform at $29.5 billion along with reports the company may go the direct listing route. Roblox said it sold shares at $45 apiece to investors led by Altimeter Capital and Dragoneer Investment Group.

Roblox funding round values tween-centric gaming platform at $29.5 billion, may go direct listing route

User-generated game platform Roblox has raised $520 million in a direct listing. The deal values Roblox at $29.5 billion.

Roblox raises $520 million at $29.5 billion valuation, will go public through direct listing

Gaming company Roblox said on Wednesday that it raised $520 million at a $29.5 billion and that it will soon list its shares publicly.

Roblox raises $520 million ahead of planned stock market direct listing

Discover how Roblox has cornered a huge part of the gaming market.

Roblox IPO Deep Dive: "This Is a Buy-Day-One Stock for Me"

Roblox has acquired Loom.ai for an undisclosed price to enable its users to create realistic 3D avatars. Roblox also delayed its IPO.

Roblox acquires Loom.ai for realistic avatars and delays IPO to 2021

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox, a global online platform bringing millions of people together through play, announced today the acquisition of Loom.ai, a privately-held company specializing in real-time facial animation technology for 3D avatars, using deep learning, computer vision, and VFX. “We believe as people share experiences virtually, their avatars should have the ability to express a full range of emotions,” said David Baszucki, CEO of Roblox. “Loom.ai will accelerate makin

News for Roblox Stock (RBLX)