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.

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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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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

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Cash from financing

Change in stock

Change in debt

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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

NVIDIA

The “metaverse” is a term that describes a shared virtual space where people from distant environments can interact, create, and consume digital content together. It is not a single platform or technology, but rather a vast network of interconnected virtual worlds that span various domains and applications.

3 Metaverse Stocks You Better Be Buying on Each and Every Dip

Coinbase

Cloudflare

Even from its name, the metaverse seems like a science fiction dream come true. A world of infinite possibilities that anyone can plug into from the comfort of their own home.

3 Metaverse Stocks That Should Make Your July Must-Sell List

Williams-Sonoma

Roblox is back in growth mode, and it's just starting to tap into advertising opportunities. Williams-Sonoma looks set to be a major beneficiary of the housing recovery.

2 Stocks Down 43% and 68% to Buy Right Now

Roblox might look like a toy, but the software platform has massive growth potential. New generative AI tools could take Roblox to the next level and help it meet new audiences.

1 Metaverse and AI Super Stock to Buy Now and Hold Forever

Roblox (RBLX) is coming to Meta Quest VR headsets, starting with an open beta that will be available on App Lab in the coming weeks.

Roblox (RBLX) Open Beta Set for Launch on Meta Quest VR Headsets

DigitalOcean Holdings

Roblox and DigitalOcean are both upgrading their platforms with AI features. Roblox is rolling out generative AI tools for creating games.

Better AI Stock: Roblox vs. DigitalOcean

Amazon

Amazon remains in the early stages of benefiting from the AI revolution. Roblox is ideally situated to capitalize on growth of the metaverse.

2 Top Stocks to Buy in July

Meta Platforms Inc. META, +3.18% said Wednesday that Roblox Corp.'s RBLX, -0.38% virtual worlds are coming to the company's Quest VR headsets in an open beta version. In a blog post Wednesday, Meta said the beta should be available in the coming weeks, and will be available to users aged 13 and older.

Meta Platforms announces Roblox beta coming to Quest VR

Meta announced today that Roblox is coming to Meta's Quest VR headsets, starting with an open beta on that will be available on App Lab in the coming weeks. Roblox, a major player in the metaverse space, was rumored to become available on Meta Quest VR headsets sometime this year.

Roblox is coming to Meta Quest VR headsets

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox to Report Fiscal 2023 Second Quarter Financial Results on August 9, 2023.

Roblox to Report Fiscal 2023 Second Quarter Financial Results on August 9, 2023

Roblox is introducing experiences designed for users aged 17 and above, aiming to attract a more mature demographic; previously, it only supported experiences for users aged nine and up. The company is also developing AI tools to enhance content creation, which is expected to broaden the creator funnel and strengthen Roblox's community of user-generated content creators. Reflecting on these developments, I fine tune my 2030 assumptions; and I now calculate a fair implied target price for RBLX equal to $78.11.

Roblox: Growing Up

Roblox has shown stable revenue growth rates, with a potential 20% CAGR, attracting investor interest. Bookings growth of 23% YoY in Q1 2023 indicates the platform's ability to sustain its growth trajectory. Profitability concerns arise due to the significant portion of revenue attributed to stock-based compensation.

Roblox: Q2 2023 Bookings Hold Key To Investor Confidence

Perion Network

AI and, specifically, generative AI are the hottest topics this year. While big-name players like NVIDIA NASDAQ: NVDA, Advanced Micro Devices NASDAQ: AMD, and Microsoft NASDAQ: MSFT will grab most of the spotlight, smaller players are setting up for big gains as well.

Three AI Trades That Could Double This Year

Unity Software

Now is the moment to place a substantial wager on metaverse stocks once more. However, the focus isn't on the version promoted by Mark Zuckerberg, which unfortunately turned into a multi-billion-dollar debacle.

The 3 Best Metaverse Stocks to Buy in July

Cathie Wood is known for investing in innovative growth stocks.

1 Cathie Wood Stock Down 70% You'll Regret Not Buying on the Dip

Roblox management reports strong engagement trends among users. Positive cash-flow trends are a great sign for the business.

3 Things About Roblox That Smart Investors Know

Roblox Corporation (NYSE:RBLX ) AI Discussion with Morgan Stanley Conference Call June 28, 2023 12:00 PM ET Company Participants Daniel Sturman - Chief Executive Officer Michael Guthrie - Chief Financial Officer Conference Call Participants Matthew Cost - Morgan Stanley Matthew Cost All right. Thank you, everyone, in the room and on the webcast for joining us.

Roblox Corporation (RBLX) AI Discussion with Morgan Stanley Conference (Transcript)

MercadoLibre

Ulta Beauty

Roblox is encouraging more content creators to hop onto its platform as it expands its content slate to include mature content. Mercadolibre continues to expand in the Latin American region as it attracts more users and merchandise volume onto its platform.

3 Top Growth Stocks I'd Buy Right Now Without Any Hesitation

Arista Networks

Celsius Holdings

MongoDB

Ferrari

Investors looking to aggressively grow their portfolio should hunt for hypergrowth stocks. These are stocks that have outperformed the market by a wide margin, in some cases doubling their share price in a year and rising by more than 500% in five years.

7 Hypergrowth Stocks to Buy for a New Bull Market

Global X Metaverse ETF

At one point, the metaverse was the talk of the town. Companies like Meta Platforms (NASDAQ: META ) spent billions of dollars on its development only to watch it fizzle and fade.

3 Stocks Banking on a Metaverse Revival

Roblox (NYSE: RBLX ) stock is a hot topic among traders on Thursday after the game development platform announced a new partner program. This new Roblox Partner Program has the company seeking out scale brand innovation.

RBLX Stock Alert: What to Know About Roblox's New Partner Program

Apple's Vision Pro headset is expected to drive customer adoption of VR/AR technology, benefiting companies like Unity and Roblox. Unity's shares have risen 37% since June 2nd, while Roblox's shares increased by only 4% in the same period, possibly due to differences in their business models and future growth prospects. Valuations are similar but one company has far superior prospects for growth.

Unity Vs. Roblox: One Winner And One Loser

SAN MATEO, Calif. & CANNES, France--(BUSINESS WIRE)--Today during Cannes Lions, Roblox, a global immersive platform where millions of people connect and communicate daily, announced a new Roblox Partner Program designed to scale brand innovation and enable a self-serve, global advertising ecosystem on the platform. The Program's community-forward approach is focused on engaging a broad network of platform advocates – from Roblox developer studios to early adopters among agencies, brands, and th.

Roblox Scales Brand Innovation and Immersive Advertising Business Through New Partner Program

Roblox is well aware that its young users are getting older, and the company is making every effort to grow up along with them. The platform, once synonymous with younger kids, announced Tuesday that it would allow creators to build mature content designed for users age 17 and up.

Roblox invites its community to build mature experiences for 17+ users

The new category will cater to Roblox's fastest growing category of users: those between 17 and 24 years old. Developers making content for Roblox will now be able to make material that's geared toward adult.

News for Roblox Stock (RBLX)