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 2022

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Earnings data Q3 2022

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Earnings data Q1 2023

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Earnings data Q3 2023

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Earnings data Q1 2024

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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.

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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

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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

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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

Back on October 8, noted activist short-selling group Hindenburg Research released a comprehensive report alleging that Roblox (NYSE: RBLX) was engaged in misleading and careless business practices.

Analysts revise Roblox stock price target with bullish upgrades

NEW YORK, Nov. 03, 2024 (GLOBE NEWSWIRE) -- Rosen Law Firm, a leading investor rights law firm, continues to investigate Roblox Corporation (NYSE: RBLX) for potential violations of the federal securities laws.

RBLX INVESTOR NEWS: Roblox Corporation Investors that Suffered Losses are Encouraged to Contact Rosen Law About Ongoing Investigation into the Company – RBLX

NEW YORK , Nov. 1, 2024 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Roblox Corporation (NYSE: RBLX) resulting from allegations that Roblox may have issued materially misleading business information to the investing public. So What: If you purchased Roblox securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Rosen Law Firm Encourages Roblox Corporation Investors to Inquire About Securities Class Action Investigation - RBLX

After reaching an important support level, Roblox (RBLX) could be a good stock pick from a technical perspective. RBLX surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.

Roblox (RBLX) Recently Broke Out Above the 50-Day Moving Average

Roblox shares surged following the online-gaming company's third-quarter results Thursday.

Roblox ‘rising like a phoenix' after ‘outstanding' third-quarter results, Wedbush says

Despite the S&P 500 falling by over 1.3% on the morning of Halloween, some stocks have reason to celebrate their strong price action to beat most – if not all – of other peers in the stock market. Today, it is Roblox Co. NYSE: RBLX that announced its latest quarterly earnings results, the reason why markets reacted by sending the stock to a new 52-week high.

Roblox Stock Set for More Gains After Strong Earnings Report

NEW YORK, Nov. 01, 2024 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a preeminent national shareholder rights litigation firm, announces that it is investigating potential securities claims on behalf of purchasers of Roblox Corporation (NYSE: RBLX) (“Roblox” or the “Company”)

Wolf Haldenstein Adler Freeman & Herz LLP announces that it is investigating Roblox Corporation for potential violations of federal securities laws

Roblox exceeded expectations in the third quarter with strong revenue growth, but on the bottom line, red ink still flows.

Roblox Beats Guidance Across the Board

Roblox reported a blockbuster Q3'24 with bookings growth soaring 35%, over $100 million above analyst targets. The mobile gaming platform is now a cash flow generation machine despite headlines of large GAAP losses. Despite the jump to $50, the stock is still cheap at 6x forward EV/S targets, especially with the opportunity for bookings growth to continue topping 30%.

Roblox: Blowout Results For Q3 And A Boost To Guidance

Youth-focused video game and metaverse company Roblox is experience a growth spurt. Users over the age of 13 are now a majority of the company's hundreds of millions of users.

Roblox: Engaging Bigger Kids With Better Content Drives More Payments

Roblox Corporation (NYSE:RBLX ) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Stefanie Notaney - Senior Director, Financial and Corporate Communications David Baszucki - Founder and Chief Executive Officer Mike Guthrie - Chief Financial Officer Conference Call Participants Thomas Champion - Piper Sandler Andrew Crum - Stifel Clark Lampen - BTIG Cory Carpenter - JPMorgan Andrew Marok - Raymond James Matthew Cost - Morgan Stanley Brian Pitz - BMO Capital Markets Omar Dessouky - Bank of America Jason Bazinet - Citigroup Operator Good morning. My name is Amy and I will be your conference operator for today.

Roblox Corporation (RBLX) Q3 2024 Earnings Call Transcript

The headline numbers for Roblox (RBLX) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Roblox (RBLX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Roblox (RBLX) came out with a quarterly loss of $0.37 per share versus the Zacks Consensus Estimate of a loss of $0.38. This compares to loss of $0.45 per share a year ago.

Roblox (RBLX) Reports Q3 Loss, Tops Revenue Estimates

Roblox Corp. shares rose 18.7% in premarket trading after the online gaming company reported better-than-expected third-quarter bookings and raised its full-year guidance.

Roblox's stock soars on third-quarter bookings beat and raised guidance

Roblox reports bookings of $1.13 billion for the third quarter versus analysts' expectations of $1.03 billion.

Roblox Reports Strong Results Amid Child Safety Allegations

Videogame platform Roblox raised its forecast for full-year 2024 bookings on Thursday, as it continues to benefit from robust spending within its virtual worlds, sending its shares up around 7% in premarket trading.

Roblox lifts annual bookings forecast as in-game spending booms

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Reports Third Quarter 2024 Financial Results.

Roblox Reports Third Quarter 2024 Financial Results

RBLX's third-quarter 2024 performance is likely to have benefited from growth in bookings and daily active users, despite facing margin pressure.

Roblox Gears Up to Report Q3 Earnings: Here's What You Should Know

Intercontinental Exchange

We have narrowed our search to two large-cap stocks set to report earnings results this month. These are: ICE, RBLX.

Buy 2 Large-Cap Stocks Set to Beat on Q3 Earnings With Strong Upside

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Is Roblox (RBLX) a Buy as Wall Street Analysts Look Optimistic?

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Roblox (RBLX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2024.

Unveiling Roblox (RBLX) Q3 Outlook: Wall Street Estimates for Key Metrics

“We think Roblox has begun its transformation from a collection of games to a true platform,” Wedbush analysts wrote.

Roblox's stock named a top pick as analyst makes the case for a rebound

LOS ANGELES, CA / ACCESSWIRE / October 25, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Roblox Corporation Is Being Investigated For Securities Law Violations And The Schall Law Firm Urges Affected Shareholders To Take Part

NEW YORK, Oct. 24, 2024 (GLOBE NEWSWIRE) -- Rosen Law Firm, a leading investor rights law firm, announces an investigation into Roblox Corporation (NYSE: RBLX) for potential violations of the federal securities laws.

RBLX INVESTOR NEWS: Roblox Corporation Investors that Suffered Losses are Encouraged to Contact RLF About Ongoing Investigation into the Company (NYSE: RBLX)

Roblox (RBLX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for Roblox Stock (RBLX)