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

BofA analyst Omar Dessouky reinstated coverage of Roblox Corp (NYSE: RBLX) with a Buy rating and $84 price target, calling the company the "category leader" in the emerging "Metaverse" media category. The price target implies an upside of 20.8%.

Here's Why BofA Calls Roblox 'Category Leader' In The Emerging Metaverse Media Category

Autodesk

Fastly

Matterport

Unity Software

Here are some of the top names that could be an integral part of the metaverse.

5 Metaverse Stocks To Watch Right Now

In a crowded space, Roblox has already shown it's a leader in building out the metaverse.

Does Roblox Have a Plan to Win the Metaverse?

Roblox launched a series of brand partnerships this week with McLaren Racing, Alo Yoga, The Brit Awards, and the NFL.

McLaren deal closes a big week for brands on Roblox

Apple

JFrog

Fortinet

Microsoft

NVIDIA

Now is the time for investors to look for quality tech sector names. These tech stocks are bouncing back and ready to deliver solid gains.

7 Tech Stocks Set for Strong Gains in February

Airbnb

Cisco Systems

DraftKings

Walmart

Earnings reports over the next week could help to influence the direction of the stock market as several big names report Q4 2021 numbers. The post 6 Stocks With Earnings Reports Next Week appeared first on InvestorPlace.

6 Stocks With Earnings Reports Next Week

Roblox (RBLX) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Roblox (RBLX) This Earnings Season?

The National Football League is expanding its reach in the metaverse through a new partnership with popular video game platform Roblox Corp RBLX. The announcement comes just days before Super Bowl LVI is scheduled to kick off.

NFL Expands Metaverse Reach Ahead Of Super Bowl Via Partnership With Roblox

Roblox shares are finally showing some stability. Here are two potential RBLX stock options trades to position yourself for earnings next week.

Roblox Stock Is Trying to Bottom Ahead of Earnings

Roblox Corporation RBLX broke up from a bull flag pattern on Wednesday that Benzinga called out on Feb. 2. On Feb. 3, The Bear Cave issued a short report labelling Roblox “the leading platform for pedophiles.

How To Play Roblox Stock As It Battles With This Key Level

RBLX stock is gaining attention on Thursday after Roblox announced a partnership with the NFL for a metaverse football experience. The post RBLX Stock Alert: The NFL Tycoon News Sending Roblox Into the Spotlight appeared first on InvestorPlace.

RBLX Stock Alert: The NFL Tycoon News Sending Roblox Into the Spotlight

LOS ANGELES, Feb. 10, 2022 /PRNewswire/ -- Alo Yoga, leading fashion and lifestyle brand, along with Roblox (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, today announced the opening of the virtual 'Alo Sanctuary,' an immersive wellness space for yoga and meditation. The experience is available roblox.com/aloyoga, starting February 10, just as Alo is preparing to open its real-life Wellness Sanctuary at Spring Studios during New York Fashion Week: The Shows.

ALO YOGA BRINGS WELLNESS TO THE METAVERSE WITH ROBLOX

NEW YORK--(BUSINESS WIRE)--The National Football League and Roblox (NYSE: RBLX), announced today the launch of NFL Tycoon to engage the next generation of NFL football fans in the Metaverse. The NFL will be the first official major sports league to offer a persistent experience on Roblox, a global platform bringing millions of people together through shared experiences. “We are beyond thrilled to partner with Roblox as we journey deeper into the Metaverse and continue to learn the value of inte

National Football League Teams Up with Roblox to Expand Metaverse Presence with NFL Tycoon Experience

"We see Roblox as an extension of NFL's real-life engagement platforms for emerging social connectivity where fans can learn the game and business."

Roblox jumps 11% after it partners with NFL to launch metaverse game ahead of Super Bowl

Lucid Group

Shopify

Snowflake

Zoom Video

Lucid and four other hot stocks could burn overeager investors.

Considering These 5 Ultra-Popular Stocks? Proceed With Caution

The company provides a platform for creators to release their own games, and it's growing at a rapid clip.

Here's Why Roblox Is a Stock to Watch Right Now

Advanced Micro Devices

Boeing

Marathon Digital Holdings

Block

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, like Boeing and Roblox.

Wall Street's top analysts are bullish on these five stocks amid the market's turbulence

Roblox is the leading user-generated gaming metaverse platform with over 220M monthly active users. Roblox is still investing heavily to further its metaverse ambitions.

Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat

Roblox is my favorite Metaverse stock, and one of my favorite growth stocks. The company is well positioned to grow with an ever growing user base.

Roblox Is A Great Metaverse Growth Opportunity

Check these trending gaming stocks out for your watchlist

Best Stocks To Invest In 2022? 4 Gaming Stocks For Your List

The gaming and entertainment platform has seen a huge drop in its share price in 2022.

Down 40% This Year, Is Now the Time To Buy Roblox?

Roblox offers a large and unique ecosystem with network effects. It provides go-to form of entertainment and social interaction for an entire generation of users. Scale forms a flywheel to attract users and developers. Multiple growth avenues through growing the addressable market by adding more sophisticated games/developers. Additionally, RBLX can expand into international markets, increase monetization, and drive a platform for human co-experiences.

Why Roblox Is A Compelling Risk/Reward Bet With Metaverse Optionality

RBLX has been punished along with the broader tech sector and received an extra blow from FB's earnings disappointment.

Roblox Stock: An Asymmetric Bet On The Metaverse

NEW YORK--(BUSINESS WIRE)-- #Class--Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against Roblox Corp. (“Roblox” or the “Company”) (NYSE: RBLX) on behalf of Roblox stockholders. Our investigation concerns whether Roblox has violated the federal securities laws and/or engaged in other unlawful business practices. Click here to participate in the action. On February 3, 2022, The Bear Cave published a report alleging that Roblox's on

ROBLOX ALERT: Bragar Eagel & Squire, P.C. is Investigating Roblox Corp. on Behalf of Roblox Stockholders and Encourages Investors to Contact the Firm

The stock is getting cheaper as the market awaits financial results in February.

News for Roblox Stock (RBLX)