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

PayPal

Undervalued stocks to watch in the stock market today.

Top Stocks To Buy Now? 2 Undervalued Stocks In Focus

NEW YORK--(BUSINESS WIRE)--WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of Class A common stock of Roblox Corporation (NYSE: RBLX) between March 10, 2021 and February 15, 2022, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than January 26, 2024. SO WHAT: If you purchased Roblox class A common stock.

ROSEN, A GLOBALLY RECOGNIZED LAW FIRM, Encourages Roblox Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – RBLX

Chewy

Electronic Arts

Hasbro

SharkNinja Inc

Nintendo

Finding undervalued stocks to buy isn't as easy as it once was. When Benjamin Graham wrote The Intelligent Investor, finding undervalued stocks involved diving into financial statements, calculating ratios independently, and finding a gap between a company's intrinsic value and the stock priced by the market.

7 Undervalued Stocks to Pick Up BEFORE the Year-End Rally

NEW YORK--(BUSINESS WIRE)--Labaton Sucharow LLP (“Labaton Sucharow”) announces that, on November 27, 2023, it filed a securities class action lawsuit (the “Complaint”) on behalf of its client DeKalb County Pension Fund against Roblox Corporation (“Roblox” or the “Company) (NYSE: RBLX) and certain Roblox officers (collectively, “Defendants”). The action, which is captioned DeKalb County Pension Fund v. Roblox Corporation, No. 23-cv-10347 (S.D.N.Y.), asserts claims under Sections 10(b) and 20(a).

Labaton Sucharow LLP Announces Securities Class Action Lawsuit Filed Against Roblox Corporation and Certain Executives

Roblox's Q3 2023 results showcase impressive revenue growth and a commitment to global expansion. Despite commendable efforts, uncertainty lingers about whether the current share price near $40 suggests a fully priced stock. The valuation at 57x forward EBITDA introduces a significant element of ambiguity in assessing Roblox's investment potential.

Roblox's Journey: Growth, Innovation, And Investor Considerations

Roblox Corporation experienced a massive boost in business during the Covid pandemic and has returned to growth after absorbing the excess growth. The company has seen significant growth in usage metrics like daily active users and hours engaged, with hours engaged growing 4x the pre-Covid levels. Roblox has set financial targets for the future, including 2024 bookings of $4.03 billion and 20%+ bookings growth from 2025-27.

Roblox: Durable Bookings Growth

Roblox delivered strong Q3 results, with $713 million in sales and a 38% YoY growth, driven by growth in all regions. The company is focused on cost control and operating leverage to drive profitability, with a reduction in infrastructure costs and plans for future cost efficiency. Roblox has significant growth potential in internationalization, AI, advertising, and platform expansion, with financial objectives aiming for a 20% annual growth rate in bookings and increased EBITDA margin.

Roblox: 'Magnificent' Potential

NVIDIA

Take-Two Interactive Software

A “metaverse” is a virtual, interconnected, and dynamic space that allows real-world users to interact with a digital world with other users. Previously limited to the domain of science fiction, recent advances in technology have allowed companies to create their own metaverses—and earn from them.

3 Metaverse Stocks You'll Regret Not Buying Soon: November 2023

CrowdStrike

Okta

The stock market landscape is ever-changing in an era dominated by rapid technological advancements as investors seek promising opportunities beyond the well-trodden paths. Three hidden gem stocks stand out, poised for significant growth in the upcoming market rally.

3 Hidden Gem Stocks Set to Soar in the Next Market Rally

Shares of Roblox Corp (NYSE: RBLX) popped nearly 5.0% late on Wednesday after the video game developer issued positive guidance for 2024. Here's what RBLX expects for 2024 The California-based company now expects $4.03 billion of bookings in 2024 versus analysts at $3.

Roblox issues positive preliminary guidance for 2024

Roblox is seeing solid engagement, and cash flow is positive. Net losses are a sticking point for investors.

2 Green Flags and 1 Red Flag for Roblox Stock

3D video game and development platform operator Roblox Co. NYSE: RBLX shares surged 11% on impressive Q3 2023 earnings results. The company is still losing money in the computer and technology sector, but growth has shifted back into acceleration mode.

Roblox proves that tricks aren't just for kids

Roblox expects to moderate business expenses, which could lift its bottom line. This should put the focus on the platform's robust growth in other key metrics.

Roblox Just Gave Investors Another Fantastic Reason to Buy the Stock

e.l.f. Beauty

Brands are realizing that virtual platforms offer more than just a storefront for pushing products — they're seeing the potential for spaces to merchandise ideas.

LensCrafters, e.l.f. Harness Roblox to Merchandise Ideas, Not Just Products

Datadog

New York Times

The holidays are fast approaching, meaning it's time to start making a gift list and checking it twice. Figuring out what to get the grandkids can be particularly difficult for people.

3 Stocks to Buy Your Grandkids This Holiday Season

With a focus on edutainment, the Roblox activation from beauty brand e.l.f. enjoins its Gen-Z fans to create their dream start-up and hone their entrepreneurial skills.

How Gen-Z Beauty Brand e.l.f. Is Gamifying Social Impact Via Roblox

How to Invest in the Metaverse: 3 Stocks to Buy

The e.l.f. UP! Roblox experience will help Gen Z learn essential entrepreneurship skills through tycoon-style gameplay.

e.l.f. Cosmetics launches Roblox game to teach entrepreneurship

OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Cosmetics and e.l.f. SKIN have launched a new one-of-a-kind experience, e.l.f. UP!, on Roblox, a global immersive platform for communication and connection. e.l.f. UP! takes users on a dynamic, personalized journey to become successful entrepreneurs and cultural changemakers. In e.l.f. UP!, users create dream startups that represent places and causes they care most about. The highly personalized experience fosters an advanced level of self-expression whi.

e.l.f. Launches Its First-Ever Experience on Roblox, Empowering Entrepreneurs and Cultural Changemakers to Bring Passion Projects to Life

Axon Enterprise

Roblox saw success in its efforts to improve monetization on its video game platform. Axon Enterprise rose as the company saw strong adoption of its stun guns, cameras, and cloud evidence-management software.

You Should Give These 2 Wall Street Winners a Closer Look

Roblox reports higher revenue and net bookings in Q3 2023, as well as a lower net loss, which drove stock prices higher.

Roblox reports 38% revenue spike in Q3, 70M daily active users

Roblox Corporation RBLX was surging more than 17% on Wednesday, receiving a bullish reaction to its third-quarter financials after beating expectations.

Trading Strategies For Roblox Stock Following Post-Q3 Earnings Surge - Roblox (NYSE:RBLX)

Roblox delivered Q3 results Wednesday morning that featured beats on both bookings and earnings. Roblox didn't actually turn a profit for the quarter.

Why Roblox Stock Bounced Back Big Time Today

Shares of video game makers jumped Wednesday after earnings reports from pioneer Nintendo and relative newcomer Roblox (RBLX).

Video Game Stocks Pop on Nintendo, Roblox News

While the top- and bottom-line numbers for Roblox (RBLX) give a sense of how the business performed in the quarter ended September 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

News for Roblox Stock (RBLX)