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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Earnings data Q1 2022

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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.

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

Roblox Inc. has big visions for its future, but one analyst isn't sure they'll pan out — or that they're what investors want to hear about right now.

The Roblox reality may not be ‘as grand as its vision,' analyst says in bearish note

Shares of Roblox Corp (NYSE:RBLX) are 0.8% lower premarket, last seen trading at $35.57 after MoffettNathanson initiated coverage with an "underperform" rating and a $19 price target.

Analyst Lacks Confidence in Roblox's Metaverse Dreams

Microsoft

Matterport

Stocks like Microsoft (MSFT), Roblox (RBLX) and Matterport (MTTR) are poised to gain significantly for investing in the metaverse.

3 Metaverse Stocks to Keep a Tab on in October

Fears of a recession hit the growth stock again this week.

Why Roblox Stock Was Down on Thursday

Disney

Netflix

Spotify

Are these the best entertainment stocks to buy right now?

What Are The Best Stocks To Invest In? 4 Entertainment Stocks To Know

Investing in the metaverse has grown in popularity in 2022.

Is Roblox Stock a Buy Right Now?

GoPro

NVIDIA

Palantir Technologies

Semrush Holdings

Snowflake

Zoom Video

Tech stocks are a neglected category these days, but several sleeper stocks could become a big hit if you time your investment correctly. First, research the company and its products thoroughly.

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The metaverse pioneer said users are spending less on the platform after economies started reopening.

Headwinds Persist for Roblox Stock

Walmart

Walmart Inc. released two sites on Roblox Corp.'s “metaverse mega-platform” Monday, just in time for the holidays, and one of those sites is aimed squarely at a demographic the platform has targeted for needed growth.

Why Walmart's leap into the metaverse could help Roblox

Shares of video gaming, hosting and developmental platform Roblox (NYSE: RBLX ) moved up significantly before paring back some gains. The company recently announced that big-box retailer Walmart (NYSE: WMT ) will enter its metaverse ecosystem with two user experiences.

Roblox (RBLX) Stock Jumps as Walmart Enters the Metaverse

Every new experience from a major brand can help attract more users and grow revenue.

Why Roblox Stock Was Up Earlier Today

Walmart announced today that it is stepping into the metaverse with two new experiences on Roblox: “Walmart Land” and “Universe of Play.

Walmart arrives on Roblox for the first time with two new virtual worlds to engage young shoppers

The giant retailer is expanding its presence in the metaverse in a bid to connect with a new generation of customers.

Walmart Dives Into the Metaverse With New Roblox Partnership

Walmart enters the metaverse with Roblox experiences

Walmart is bringing two new immersive experiences to the 52 million daily users of the metaverse platform Roblox. Walmart Land will feature fashion, style, beauty and entertainment items, while Walmart's Universe of Play will focus on toys, according to a Monday (Sept.

Walmart Targets 52M Daily Users With New Experiences on Roblox

Walmart Inc (NYSE: WMT) is in focus on Monday after the retail behemoth partnered with Roblox Corp (NYSE: RBLX) to take a shot at “metaverse”. What's in it for Walmart?

Walmart debuts in the metaverse

Roblox Corp (NYSE: RBLX) shares are trading higher by 5.11% to $37.36 Monday morning after Walmart Inc (NYSE: WMT) announced the launch of two experiences on Roblox. What Else?

Why Roblox Shares Are Rising - Roblox (NYSE:RBLX)

Walmart is experimenting with other ways to reach shoppers, including shoppable recipes, livestreaming events and an augmented reality tool for furniture.

Walmart enters the metaverse with Roblox experiences aimed at younger shoppers

BENTONVILLE, Ark.--(BUSINESS WIRE)--Hold onto your headsets! Today, Walmart is announcing the launch of two new immersive experiences in the metaverse mega-platform, Roblox. Called Walmart Land and Walmart's Universe of Play, the spaces offer unique interactive content and entertainment for customers, bringing to life the best of Walmart's ‘isles' in a virtual world. Walmart Land will bring the best fashion, style, beauty and entertainment items directly to the global Roblox community of over 5

Walmart Jumps Into Roblox With Launch of Walmart Land and Walmart's Universe of Play

Chewy

Revolve

Investors who buy and hold these stocks for years might be pleasantly surprised with the results.

Down 70% or More, 3 Beaten-Down Growth Stocks You Might Regret Not Buying on the Dip

Apple

Brand-New VR Tech Could Reignite Metaverse Stocks

Roblox wants to introduce immersive ads as it aims to diversify its revenue from its core bookings. However, the company is not ready to provide any projections yet. Hence, investors are urged to focus on its bookings growth to assess the opportunity in Roblox. The execution risk in its nascent ads category remains elevated.

Roblox: Don't Be Too Excited With Immersive Ads Yet

It's been four months since Spotify's debuted its virtual Spotify Island on Roblox, which made it the first music streaming service to have an official presence within the gaming platform. Today, Spotify launched a new space-themed digital destination on Roblox called Planet Hip-Hop, which will soon feature up-and-coming female rapper Doechii.

Spotify Island on Roblox launches a new virtual destination for hip-hop listeners

A researcher's downbeat take on the company clearly resonated with investors.

Why Roblox Stock Plummeted by Over 6% Today

DraftKings

Intellia Therapeutics

Teladoc

Verve Therapeutics

It's been a difficult year for Cathie Wood stocks and exchange-traded funds, as the ARK Innovation ETF (NYSEARCA: ARKK ) has lost over 50% of its market capitalization. The losses have been driven by supply chain inefficiencies, inflation, and subsequent interest hikes to combat inflation.

News for Roblox Stock (RBLX)