DAUs

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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

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Year over year growth in Revenue and Operating Expenses.

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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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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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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

Adobe

The famed money manager has dumped $106 million of Adobe stock over the past three trading sessions.

Cathie Wood's Ark Invest purchases $7.2 million of Roblox stock and slashes the famed money manager's Adobe holdings

The stock's valuation is expensive, but the company's accelerating growth could justify it.

Roblox Stock Up 30%: Time to Buy?

High inflation and a weakening economy have caused consumers to rein in their discretionary spending. It's been a common theme among most industries, including video games.

Roblox Stock, Are the Trick-or-Treaters Finally Spending Again

The popular investment manager is known for innovative growth stocks.

My Top Cathie Wood Stock to Buy Now in March

NVIDIA

Unity Software

The metaverse has been met with significant skepticism and considerable loss so far. But don't write the industry or metaverse growth stocks off just yet.

The Top 3 Growth Stocks to Play the Metaverse Trend

Autodesk

Amazon

Microsoft

The hype surrounding virtual reality, augmented reality, and other immersive technologies have steadily increased over the last few years. Unsurprisingly, investors are eager to capitalize on this trend by investing in companies reimagining how we interact and do business in the lucrative metaverse space.

7 Growth Stocks Poised to Benefit from the Metaverse Trend

Activision Blizzard

Roku

3 entertainment stocks to watch for your mid-February 2023 watchlist

Good Stocks To Invest In Right Now? 3 Entertainment Stocks To Watch

Alibaba

Salesforce

Micron Technology

QUALCOMM

Technology stocks are leading the market once again. While things have gotten a little messier since the January rally that kicked off the year, the tech-laden Nasdaq index remains up 10% in 2023.

7 High-Growth Tech Stocks to Keep Your Eyes On

Roblox closed FY 2022 reporting a strong holiday quarter, beating analyst estimates with regards to both top line and earnings. In January, the company's user base jumped to 65 million (DAU), up 19% YoY. Similarly, platform engagement surged to 5 billion hours, a 19% YoY growth respectively.

Roblox: Poised For A Bullish 2023

Roblox thrived during the early stages of the pandemic, as folks had limited options for entertainment.

This Pandemic Growth Stock Is Soaring: Here's What You Need to Know

AI chatbots can spit out convincing — if at times overconfident — natural language responses, but what if an AI could build custom virtual worlds based on a text description alone? Roblox is exploring that possibility with its kit of developer tools, which are designed to make it possible for just about anyone to build

Roblox wants to let people to build virtual worlds just by typing

The gaming platform provider's growth is accelerating again.

Where Will Roblox Stock Be in 1 Year?

Roblox's (RBLX) fourth-quarter 2022 results reflect top-line growth, driven by an all-time high in the number of players.

Roblox (RBLX) Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Roblox Corporation's fourth-quarter results which beat on revenue and earnings were “as good as it gets, potentially,” according to analysts at Wedbush Securities.   As such, the analysts have raised their 12-month price target on the stock from US$32 to US$37 and maintained their ‘Neutral' rating.

Roblox earns price target raise on 4Q results that were ‘as good as it gets'

It is because of momentum if you wonder why Roblox (NYSE: RBLX) shares popped more than 20% in a single session. After years of struggling to grow beyond the core age group and operating model (games for kids under 17), the company is showing traction.

Roblox Gains Traction With Metaverse, Shares Pop

Roblox reported its Q4 2022 financials. Bookings are up 17% alongside gains in engagement.

Roblox Q4 2022 bookings and engagement soar, stock rallies

A better-than-expected fourth quarter is giving the stock a boost.

Why Roblox Stock Is Climbing Today

It looks like the metaverse is doing okay. No, not the one Meta is trying to make happen in VR — the gaming platform Roblox is where the kids are still spending their money, apparently.

In a boost for the ‘metaverse,' Roblox stock pops 25% after strong Q4 earnings

"Growth was strong across all geographies and age groups with particular strength among users above 17 years old," Roblox said.

Roblox shares soar 27% as gains in users and virtual currency purchases lift quarterly results

Roblox Corp reported fourth quarter earnings that beat analysts' expectations on Wednesday, and shares for the online gaming platform are now up roughly 20%.

Roblox shares surge as gamers above 17 years old play

Roblox Corp (NYSE: RBLX) opened about 25% up on Wednesday after beating estimates for bookings in the holiday quarter. Could Roblox stock climb any further?

What to do with Roblox stock after a 25% rally today?

Roblox's daily active users (DAUs) jumped 19% year over year, and 2023 is already seeing strong growth tailwinds. That's per the company's fourth-quarter 2022 earnings call Wednesday (Feb. 15), the results of which sent the virtual gaming platform's own stock soaring to double-digit percentage heights.

‘Creative Flywheel' Delivers Highest-Ever Daily Active User Count for Roblox Metaverse

Roblox Corporation (NYSE:RBLX ) Q4 2022 Earnings Conference Call February 15, 2023 8:30 AM ET Company Participants Stefanie Notaney – Director, Corporate and Financial David Baszucki – Co-Founder and Chief Executive Officer Mike Guthrie – Chief Financial Officer Conference Call Participants Omar Dessouky – Bank of America David Karnovsky – JPMorgan Mario Lu – Barclays Bernie McTernan – Needham & Company Brandon Ross – LightShed Partners Clark Lampen – BTIG Operator Good morning. My name is Brent, and I will be your conference operator today.

Roblox Corporation (RBLX) Q4 2022 Earnings Call Transcript

Shares of Roblox popped Wednesday after the company reported fourth-quarter earnings that beat analysts' expectations.

Roblox stock up 24% after fourth-quarter earnings report beats estimates

Sabre

The overall market trended lower Wednesday morning as the flood of earnings reports continued.

News for Roblox Stock (RBLX)