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

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Earnings data Q1 2023

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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.

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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

I predict that Roblox will experience strong growth in the next few years, driven by aging up, international expansion and the monetization of its user base to a larger extent. But Roblox's current valuations have factored in the company's decent growth outlook to a large degree, considering its rich valuations both on an absolute and relative basis.

Is Roblox Stock A Buy Or Sell? What To Consider Before Deciding

Roblox has quietly acqui-hired Bash Video, a social video conferencing platform started by Kongregate cofounder Jim Greer.

Roblox acqui-hires Jim Greer's Bash Video platform

Autodesk

Unity Software

As the physical and digital worlds are merging, the metaverse is expected to transform many industries -- and make these firms stocks to buy. The post 3 Stocks to Buy to Get Ahead of the Coming Metaverse Trend  appeared first on InvestorPlace.

3 Stocks to Buy to Get Ahead of the Coming Metaverse Trend

Roblox to Host First-Ever Full-Length Episode Premiere of Popular Anime Series TORONTO, Aug. 11, 2021 /PRNewswire/ - Spin Master Corp. (TSX: TOY) (www.spinmaster.com), a leading global entertainment company, today announced its Bakugan® franchise will be the first-ever to premiere a full-length series episode on Roblox, the global online platform that brings millions of people together through shared experiences.  Bakugan, the global battling franchise anchored by the anime adventure series that also boasts digital content, an innovative toy line, card game and video game, will engage fans in an all-new immersive viewing experience on Roblox.

Spin Master's Bakugan® Franchise Enters the Roblox Metaverse

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, in partnership with global music company BMG, Proper Loud, and MBA Live, announced today that chart-topping hip-hop sensation and YouTuber KSI will host his first Launch Party on the Roblox platform. The interactive experience will showcase a performance from KSI and feature songs from his hit album, All Over The Place. KSI's first performance starts on Fri

KSI Announces Exclusive Launch Party on Roblox, in partnership with BMG, Proper Loud and MBA Live

An analyst's sell rating on the stock caused Roblox to tumble.

Why Roblox Stock Fell 14% in July

Currently, Roblox doesn't have major operations in China, and as a result, RBLX hasn't been hit as hard as other gaming companies. There's plenty of time for the dust to settle in China before Roblox scales its operations there and fuels its future growth.

Roblox Stock Is a Buy After Chinese Regulators Target the Gaming Sector

Skillz

Tencent Holdings Limited

Take-Two Interactive Software

Today, investors in various gaming stocks are seeing massive declines as China's crackdown on gaming hits this global sector. The post Gaming Stocks: Why TCEHY, SKLZ, TTWO, RBLX Stocks Are Losing Today appeared first on InvestorPlace.

Gaming Stocks: Why TCEHY, SKLZ, TTWO, RBLX Stocks Are Losing Today

Cleveland-Cliffs

Marin Software

Pubmatic

Roku

Snap

Virgin Galactic

Buy these meme stocks as bulls once again prepare to squeeze the short-selling hedge funds betting on the wrong side of the trade. The post 7 Hedge Fund Victims That Could Join the List of Meme Stock Favorites appeared first on InvestorPlace.

7 Hedge Fund Victims That Could Join the List of Meme Stock Favorites

Since the beginning of June, shares of Roblox Corporation (NYSE:RBLX) have been trending lower. They've now broken an important support level, which means the downtrend could continue.

Is Roblox Going Even Lower?

Taking Your Portfolio to the Metaverse? Start With These 3 Stocks

Can investing in the Roblox Metaverse boost your long-term growth portfolio?

Should You Buy Roblox Stock Now, Down Over 25% From Highs?

Corsair Gaming

Gravity Co

Playstudios

SPDR S&P 500 ETF Trust

This market segment could be providing solid long-term investments.

6 Stocks to Buy This Week

JD.com

Microsoft

Chase Coleman (Trades, Portfolio), founder of Tiger Global Management and one of Julian Robertson (Trades, Portfolio)'s former “tiger cubs,” disclosed a 6.25% stake in AltC Acquisition Corp. ( ALCC , Financial) earlier this week.

Chase Coleman Takes a Chance on AltC Acquisition

RBLX stock has been directionless lately, and while Roblox is promising, a drop in daily usage points to potential issues in the short term. The post Wait for Lower Prices Before Dipping in to Roblox Stock appeared first on InvestorPlace.

Wait for Lower Prices Before Dipping in to Roblox Stock

Roblox benefited tremendously from COVID by providing an escape for children and their parents. However, valuation and expectations are high, and comps are very difficult.

Roblox: Enter The Matrix

DoorDash

These two companies benefited tremendously from stay-at-home trends.

2 Hypergrowth Stocks That Will Be Hurt by Reopening

Roblox's metaverse has been adding more important partnerships recently, in a bid to boost its advertising revenue base. We think advertising revenue is a highly important driver to complement its costly gaming development platform.

Roblox Is Gaining Traction, But May Face China Headwinds

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced that it will report the company's second quarter 2021 financial results, as well as its key metrics for the month of July 2021, after market close on Monday, August 16, 2021. The company will also conduct a conference call on Tuesday, August 17, 2021 at 5:30 AM PT / 8:30 AM ET to answer questions regarding its financial results. The live webcast of the conference call can be accessed from the Roblox investor rel

Roblox to Report Fiscal 2021 Second Quarter Financial Results on August 16, 2021

SAN MATEO, Calif.--(BUSINESS WIRE)--Great Place to Work® and Fortune magazine have honored Roblox (NYSE: RBLX) as one of the 2021 Best Workplaces for Millennials™. This is Roblox's first time being named to this prestigious list—the company previously appeared on several Best Workplaces in the Bay Area™ lists. Earning a spot means that Roblox is one of the best companies to work for in the country. The Best Workplaces for Millennials award is based on analysis of survey responses from more than

Fortune and Great Place to Work® Name Roblox One of the 2021 Best Workplaces for Millennials™

Roblox's mission is to build a human co-experience platform that enables billions of users to come together to play, learn, communicate, explore and expand their friendships. Roblox is powered by a global community of millions developers who produce their own immersive multiplayer experiences, and these are fueled by millions of players.

Roblox: Wonderful Metaverse, Major Risks

Gan Ltd

Wall Street sold off these businesses along with other popular investment classes this week.

Why Roblox and Other Content Platform Stocks Fell This Week

Within the last quarter, Roblox (NYSE:RBLX) has observed the following analyst ratings: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 0 1 1 Somewhat Bullish 0 1 0 2 Indifferent 0 0 0 0 Somewhat Bearish 0 0 0 0 Bearish 1 0 0 0 In the last 3 months, 11 analysts have offered 12-month price targets for Roblox. The company has an average price target of $84.82 with a high of $103.00 and a low of $75.00.

Where Roblox Stands With Analysts

While the pandemic accelerated awareness and adoption of Roblox Corp.'s (NYSE:RBLX) online game platform, the company could face challenges ahead, according to Benchmark. The Roblox Analyst: Mike Hickey initiated coverage of Roblox with a Sell rating and a price target of $75.

Here's Why Benchmark Initiates Roblox Stock With Sell

MercadoLibre

The ARK Invest founder is keen on these tech stocks -- and investors should be, too.

News for Roblox Stock (RBLX)