roblox is a comprehensive game development, publishing, and gameplay platform that empowers players to create games and get them in front of a massive audience. we’re the world’s biggest platform for emerging and independent game developers, and we’re changing the future of gaming by offering developers capabilities they’ve never had before -- including the ability to earn money from their efforts. we have more than 4.4 million active users spending over 70 million hours on roblox each month, a single code base running across desktop, ios, and android, and an infrastructure that can support almost 200,000 simultaneous users. our mission: to become the global leader in user-generated gaming and creation for all ages.
Company profile
Ticker
RBLX
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Gen Digital • Activision Blizzard • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
SEC CIK
Corporate docs
Subsidiaries
Roblox Australia Pty Ltd • Roblox Canada Inc. • Roblox China Holding Corporation • Roblox (Shenzhen) Digital Science and Technology, Co., Ltd • LoomAI, LLC • Guilded, LLC • Hamul, LLC • Roblox Community Fund, PB LLC • Roblox Advertising Services, LLC • Speechly, Inc. ...
IRS number
200991664
RBLX stock data
Latest filings (excl ownership)
10-Q
2024 Q1
Quarterly report
9 May 24
8-K
Roblox Reports First Quarter 2024 Financial Results
9 May 24
ARS
2023 FY
Annual report to shareholders
11 Apr 24
DEFA14A
Additional proxy soliciting materials
11 Apr 24
DEF 14A
Definitive proxy
11 Apr 24
8-K
Departure of Directors or Certain Officers
4 Mar 24
S-8
Registration of securities for employees
21 Feb 24
10-K
2023 FY
Annual report
21 Feb 24
8-K/A
Departure of Directors or Certain Officers
16 Feb 24
8-K
Departure of Directors or Certain Officers
16 Feb 24
Transcripts
RBLX
Earnings call transcript
2024 Q1
9 May 24
RBLX
Earnings call transcript
2023 Q4
7 Feb 24
RBLX
Earnings call transcript
2023 Q3
8 Nov 23
RBLX
Earnings call transcript
2023 Q2
9 Aug 23
RBLX
Earnings call transcript
2023 Q2
9 Aug 23
RBLX
Earnings call transcript
2023 Q1
10 May 23
RBLX
Earnings call transcript
2022 Q4
15 Feb 23
RBLX
Earnings call transcript
2022 Q3
9 Nov 22
RBLX
Earnings call transcript
2022 Q2
10 Aug 22
RBLX
Earnings call transcript
2022 Q1
11 May 22
Latest ownership filings
4
Anthony P Lee
16 May 24
4
Andrea L Wong
14 May 24
144
Notice of proposed sale of securities
13 May 24
4
Hodong Nam
1 May 24
4
Gregory Baszucki
26 Apr 24
144
Notice of proposed sale of securities
24 Apr 24
4
Mark Reinstra
18 Apr 24
4
Amy Marie Rawlings
17 Apr 24
144
Notice of proposed sale of securities
17 Apr 24
4
David Baszucki
10 Apr 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | |
---|---|---|---|---|
Revenue | ||||
Cost of revenue | ||||
Operating income | ||||
Operating margin | ||||
Net income | ||||
Net profit margin | ||||
Cash on hand | ||||
Change in cash | ||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 866.41 mm | 866.41 mm | 866.41 mm | 866.41 mm | 866.41 mm | 866.41 mm |
Cash burn (monthly) | (no burn) | (no burn) | 100.78 mm | 105.96 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 159.88 mm | 168.11 mm | n/a | n/a |
Cash remaining | n/a | n/a | 706.53 mm | 698.30 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 7.0 | 6.6 | n/a | n/a |
Institutional ownership, Q4 2023
19.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 127 |
Opened positions | 23 |
Closed positions | 438 |
Increased positions | 29 |
Reduced positions | 25 |
13F shares | Current |
---|---|
Total value | 2.00 tn |
Total shares | 114.16 mm |
Total puts | 100.90 k |
Total calls | 76.90 k |
Total put/call ratio | 1.3 |
Largest owners | Shares | Value |
---|---|---|
Altos Ventures IV | 44.04 mm | $4.54 bn |
Baillie Gifford & Co | 27.74 mm | $1.27 tn |
David Baszucki | 26.32 mm | $0.00 |
ARK Investment Management | 11.91 mm | $544.35 bn |
Exchange Traded Concepts | 893.86 k | $40.87 bn |
Douglas Lane & Associates | 416.61 k | $19.05 bn |
Mirae Asset Global Investments | 361.20 k | $16.51 bn |
Renaissance Capital | 296.63 k | $13.56 bn |
Krilogy Financial | 270.17 k | $12.35 bn |
Schwab Charitable Fund | 176.43 k | $8.07 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
13 May 24 | Wong Andrea L | Class A Common Stock | Sell | Dispose S | No | No | 31.1305 | 5,276 | 164.24 k | 26,319 |
13 May 24 | Wong Andrea L | Class A Common Stock | Option exercise | Acquire M | No | No | 5.21 | 30,000 | 156.30 k | 31,595 |
13 May 24 | Wong Andrea L | Stock Option Class A Common Stock | Option exercise | Dispose M | No | No | 5.21 | 30,000 | 156.30 k | 0 |
13 May 24 | Anthony P Lee | Class A Common Stock | Gift | Acquire G | Yes | No | 0 | 150,000 | 0.00 | 300,000 |
13 May 24 | Anthony P Lee | Class A Common Stock | Gift | Acquire G | Yes | No | 0 | 150,000 | 0.00 | 300,000 |
13 May 24 | Anthony P Lee | Class A Common Stock | Gift | Dispose G | Yes | No | 0 | 300,000 | 0.00 | 4,130,878 |
1 May 24 | Hodong Nam | Class A Common Stock | Gift | Dispose G | Yes | No | 0 | 35,000 | 0.00 | 4,222,851 |
24 Apr 24 | Gregory Baszucki | Class A Common Stock | Sell | Dispose S | Yes | Yes | 36.66 | 100 | 3.67 k | 9,747,603 |
24 Apr 24 | Gregory Baszucki | Class A Common Stock | Sell | Dispose S | Yes | Yes | 35.8361 | 2,300 | 82.42 k | 9,747,703 |
24 Apr 24 | Gregory Baszucki | Class A Common Stock | Sell | Dispose S | Yes | Yes | 34.9024 | 10,600 | 369.97 k | 9,750,003 |
News
Roblox Unusual Options Activity
15 May 24
Planet Fitness To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Tuesday
14 May 24
Roth MKM Downgrades Roblox to Neutral, Lowers Price Target to $35
14 May 24
Skechers, Super League Forge Path In Metaverse Shopping: Roblox Livetopia Exemplifies 'Power Of Immersive Tech'
13 May 24
Goldman Sachs Maintains Neutral on Roblox, Lowers Price Target to $38
13 May 24
Press releases
Roblox Reports First Quarter 2024 Financial Results
9 May 24
Harnessing AR in Logistics: Vuzix's (NASDAQ: VUZI) Smart Glasses Revolutionize Warehouse Operations
25 Apr 24
Vuzix Corporation (NASDAQ: VUZI) Revolutionizing the Supply Chain with AR and Strategic Partnerships
22 Apr 24
Super League Enterprise (NASDAQ: SLE) Q4 And FY2023 Earnings: Record Quarterly Revenues Achieved, Annual Net Loss Narrowed
19 Apr 24
Roblox Taps PubMatic to Offer Programmatic Immersive Video Ads on Its Platform
10 Apr 24