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

Roblox continues to grow its daily active users and other important metrics.

Roblox's Stock Price Fell Over 20% on Wednesday, but Is It Game Over?

Weak margin performance overshadowed a solid quarter of growth for the company.

Why Roblox Stock Was Falling Today

Amid a down day for the market following the midterm elections, video game development platform Roblox (NYSE: RBLX ) heaped on the red ink, with shares declining 14% in the morning session before extending the pain into the early afternoon hours. RBLX stock suffered from a mixed earnings result along with concerns about meeting underlying lofty expectations.

Roblox (RBLX) Stock Drops 14% on Q3 Earnings Weakness

Roblox Corp (NYSE: RBLX) is down nearly 20% on Wednesday after the online gaming platform said it lost significantly more money in its fiscal third quarter than the Street had anticipated.

Is Roblox stock a ‘buy' after losing 20% on Q3 earnings?

Roblox Corporation (NYSE:RBLX ) Q3 2022 Earnings Conference Call November 9, 2022 8:30 AM ET Company Participants Stefanie Notaney - Director, Financial Communications David Baszucki - Founder and Chief Executive Officer Mike Guthrie - Chief Financial Officer Conference Call Participants David Karnovsky - JPMorgan Omar Dessouky - Bank of America Andrew Crum - Stifel Matthew Cost - Morgan Stanley Clark Lampen - BTIG Eric Sheridan - Goldman Sachs Matthew Thornton - Truist Securities Operator Good morning. My name is Dennis, and I will be your conference operator today.

Roblox Corporation (RBLX) Q3 2022 Earnings Call Transcript

One of the big players in the “metaverse” space, gaming platform Roblox, saw its stock tumble by over 15% in pre-market trading on Wednesday after reporting a wider-than-anticipated loss in its third-quarter earnings. The company, which caters to a younger demographic with its virtual world gaming platform, reported a loss of $297.

Roblox stock drops on widening losses in Q3, but other growth metrics remain strong

Roblox reported a quarterly loss of $297.8 million as expenses outran bookings and revenue growth.

Roblox Stock Sinks on Wider Than Expected Loss

Roblox stock is one of the top metaverse stocks, and reported earnings in early November. Is RBLX stock a buy right now?

Is Roblox Stock A Buy Right Now As Shares Plunge On Weak Q3 Earnings Results?

Roblox Corp (NYSE: RBLX) shares are down approximately 15% Wednesday morning after the company reported worse-than-expected earnings results.

What's Going On With Roblox Stock Today? - Roblox (NYSE:RBLX)

Shares of Roblox fell in premarket trading Wednesday after the company reported a third-quarter loss but beat analyst estimates for revenue.

Roblox shares sink after reporting bigger loss than expected

Video games developer Roblox Corp missed Wall Street estimates for quarterly revenue on Wednesday, as users curtailed spending and ditched online games for outdoor activities.

Roblox Corp misses quarterly revenue estimates

Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, released its third quarter 2022 financial and operational results today as well as key metrics for the month of October 2022. Separately, Roblox posted a letter to shareholders and supplemental materials on the Roblox investor relations website at ir.roblox.com.

Roblox Reports Third Quarter 2022 Financial Results

In its latest print, the company fell short of earnings expectations by roughly 30%.

Roblox Q3 Preview: Rebound Quarter Inbound?

AeroVironment

Netflix

Peloton

Vroom

Zoom Video

For years, investing in growth stocks was the key to building an incredible long-term portfolio. Investing in such stocks resulted in oversized returns, which enabled investors to build a robust portfolio.

7 Growth Stocks Smart Investors Shouldn't Touch With a 10-Foot Pole

The online game platform operator jumped twice last month.

Why Roblox Stock Rose 25% Last Month

ChargePoint Holdings

Coinbase

Coupang

Lucid Group

Li Auto Inc.

Tilray Brands

There has been a flurry of economic news, both good and bad, which has rattled most investors. Indeed, for many, it may seem impossible to dissect this ever-changing news flow while actively managing a portfolio based on any potential implications.

7 Growth Stocks for Gangbuster Returns by 2030

Should you sell Roblox stock ahead of earnings? (Because everyone else seems to want to.

Why Roblox Stock Fell 5% Before Earnings Monday

Experts to Discuss Joint Research From '2022 Metaverse Fashion Trends' Report and Gen Z's Digital Fashion Preferences in a Virtual Panel November 2, 2022 NEW YORK, and SAN MATEO, Calif. , Nov. 1, 2022 /PRNewswire/ -- Today, Parsons School of Design and Roblox Corporation (NYSE: RBLX) announced a multi-faceted partnership that includes a course collaboration where students will create hyper-realistic and inclusive 3D digital apparel; and the unveiling of the 2022 Metaverse Fashion Trends report.

The New School's Parsons School of Design and Roblox Partner to Educate on Digital Fashion Design and Trends

Kennett Square, PA, November 1, 2022 — McapMediaWire — Good Gaming, Inc.

Good Gaming Inc. To Relaunch MicroBuddies™ World Experience in Roblox with Substantial Upgrades and Additions

Company to build Roblox persistent entertainment experience in partnership with Kokku, the largest Brazilian Co-development company, known for its contribution on AAA games such as Guerrilla's Horizon franchise and Premium Roblox Experiences such as Samsung's "Space Tycoon" and Netflix' "Stranger Things: Starcourt Mall" Rendering HERE NEW YORK , Oct. 27, 2022 /PRNewswire/ -- VNUE, Inc. (OTC: VNUE) announced today that the company has partnered with Kokku, South America's largest gaming and entertainment co-development firm, to bring a continuous VNUE Festival and multi-stage experience on Roblox (NYSE: RBLX) in Q1 of 2023. Additionally, VNUE has retained ICON Capital Group to raise $15MM or more, in order to list onto the NADSAQ Stock Market over the coming months.

VNUE, INC. MOVES TO ACQUIRE DOMINANT GLOBAL METAVERSE MARKET POSITION WITH DEVELOPMENT DEAL, PLANS TO UPLIST TO NASDAQ WITH $15+MM RAISE

Roblox stock has been hit hard, as have most technology stocks. But the company's financials are holding up well.

Roblox Stock: Breaking Down Roblox By The Numbers, Here's What Investors Need To Know

Claire's is meeting its consumers in the metaverse. It's been expanding the footprint of the brand and how it plays in consumers' lives.

Claire's Invites Consumers To Play In The Metaverse With Launch On Roblox

Investors are more hopeful about the economy, as well as Roblox's upcoming earnings report.

Why Roblox Stock Was Up 8% on Tuesday

Apple

Microsoft

Matterport

NVIDIA

Proshares Metaverse ETF

Virtual reality presents investors with a massive opportunity. Not only is this market expected to grow from about $117 billion right now to $227.7 billion by 2029, but most of the top VR stocks are also incredibly oversold.

7 Virtual Reality Stocks to Buy to Bet on the Coming VR Boom

The video game company's September metrics looked encouraging to investors.

News for Roblox Stock (RBLX)