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

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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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Stockholders equity

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Cash from investing

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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

In the closing of the recent trading day, Roblox (RBLX) stood at $41.40, denoting a -0.81% change from the preceding trading day.

Roblox (RBLX) Declines More Than Market: Some Information for Investors

LOS ANGELES, CA / ACCESSWIRE / October 10, 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.

The Schall Law Firm Urges Shareholder Participation In An Investigation Into Roblox Corporation For Securities Law Violations

Roblox shares dropped 9% after Hindenburg's short thesis, but quickly recovered, closing only 2% lower, highlighting investor resilience. Roblox's strong commercial momentum and significant growth in bookings make betting against the company risky. Despite being loss-making, Roblox's positive free cash flow and substantial cash reserves support its sustainable operating model.

Roblox: A Tremendous Buying Opportunity

Every once in a while, a few stocks come under attack from short-selling firms or, essentially, by anyone that doesn't align with that stock's business or interests. It is tricky for retail investors to figure out whether short reports and attacks have any traction since they can often sound convincing enough to get people to sell – or even short – said stock.

Roblox Dips on Short Report—Here's Why It Could Bounce Back Fast

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Brokers Suggest Investing in Roblox (RBLX): Read This Before Placing a Bet

NEW YORK CITY, NY / ACCESSWIRE / October 10, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Roblox Corporation ("Roblox" or "the Company") (NYSE:RBLX). Investors who purchased Roblox securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/RBLX.

Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Roblox Corporation (RBLX) And Encourages Stockholders to Reach Out

LOS ANGELES, CA / ACCESSWIRE / October 9, 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 Looked Into For Possible Securities Fraud And Investors Are Invited To Help The Schall Law Firm

Investors can contact the law firm at no cost to learn more about recovering their losses

Roblox Corporation Investors: Company Investigated by the Portnoy Law Firm

Roblox Corporation RBLX shares are trading higher on Wednesday. Piper Sandler analyst Thomas Champion raised the price target to $54.00 from $48.00 while maintaining the Overweight rating.

Roblox Usage Climbs Among US Teens: Analyst Raises Target To $54

On Tuesday, Roblox—the gaming platform popular with Gen Z and Gen Alpha—saw its stock take a dive. Roblox stock fell 9.4% in early trading, even as it's already dropped by 15% this year.

Roblox stock falls after Hindenburg blasts the social gaming platform over bots and pedophiles

Roblox Corp (NYSE: RBLX) is in focus this morning after Hindenburg Research criticized the online gaming platform for lying to its investors. On Wednesday, the investment research firm accused the company's management of greatly inflating key metrics, including the number of daily active users in pursuit of a higher stock price.

Why I disagree with Hindenburg's take on Roblox stock

LOS ANGELES, CA / ACCESSWIRE / October 8, 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.

The Schall Law Firm Urges Shareholders To Take Part In An Investigation Into Roblox Corporation For Securities Related Infractions

NEWTOWN, Pa. , Oct. 8, 2024 /PRNewswire/ -- Edelson Lechtzin LLP, a leading class action law firm, is investigating potential securities fraud and breach of fiduciary duty claims on behalf of investors in Roblox Corporation (NASDAQ: RBLX) common stock.

Edelson Lechtzin LLP Announces Investigation of Potential Securities Fraud Claims Against Roblox Corporation (NASDAQ: RBLX)

LOS ANGELES--(BUSINESS WIRE)--RBLX Investors Have Opportunity to Join Roblox Corporation Securities Fraud Investigation with the Schall Law Firm.

RBLX Investors Have Opportunity to Join Roblox Corporation Securities Fraud Investigation with the Schall Law Firm

Hindenburg research has initiated a short position against the Roblox stock, citing fake user metrics to boost growth potential of the company.

Roblox faces Hindenburg short attack: why this could be a buying opportunity

Roblox (RBLX) shares slumped Tuesday after short seller Hindenburg Research accused the online gaming platform of overstating its user numbers.

Roblox Stock Falls After Short-Seller Hindenburg Targets Its Shares

Shares of Roblox (RBLX, Financial) experienced a significant decline, dropping by 4.13%. This downturn comes in the wake of a report by Hindenburg Research which raises concerns about the company's reported metrics.

Roblox (RBLX) Stock Drops Following Short-Seller Report

Roblox Corp. shares are down 3.3% Tuesday after short seller Hindenburg Research alleged that the online gaming company has inflated key metrics.

Short seller Hindenburg alleges Roblox inflated key metrics, and gaming company hits back

It is the latest target of Hindenburg, whose reports have knocked shares of companies owned by billionaire-investor Carl Icahn and India's Gautam Adani.

Roblox shares slide after short-seller Hindenburg accuses platform of ‘lying to investors'

Block & Leviton is investigating Roblox for potential securities law violations. Investors who lost money in their investment should contact the firm.

Roblox Corp Investigated for Securities Fraud; Block & Leviton Encourages Investors Who Have Lost Money to Contact the Firm to Recover Losses

Roblox Corp (NYSE:RBLX) shares moved lower after Hindenburg Research disclosed a short position in the gaming platform, alleging it inflated metrics including user numbers. Hindenburg Research alleges that Roblox is intentionally conflating “people” with daily active users (DAUs).

Roblox targeted by short-seller Hindenburg Research

On October 8, noted activist short-selling group Hindenburg Research released a report alleging that Roblox (NYSE: RBLX) has been reporting inflated metrics.

Why is Roblox (RBLX) stock price crashing?

In early trading, Roblox (RBLX, Financial) saw its stock price dip over 9.3%, reaching a low of $37.51, before narrowing its losses to around 5%. The volatility comes as Hindenburg Research, a well-known short-selling firm, announced its short position on the company.

Roblox (RBLX) Shares Volatile Amid Hindenburg's Short Position

Hindenburg Research says the videogame platform “is compromising child safety in order to report growth to investors.”

Roblox Stock Falls on Short-Seller Report That Alleges Inflated User Metrics, Safety Concerns

Roblox Corp RBLX stock plunged on Tuesday after Hindenburg Research issued a short report on the online game platform questioning its metrics such as user numbers.

News for Roblox Stock (RBLX)