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 • Activision Blizzard • Gen Digital • 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)
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
8-K
Roblox Reports Fourth Quarter and Full Year 2023 Financial Results
7 Feb 24
8-K
Regulation FD Disclosure
15 Nov 23
Transcripts
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 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
RBLX
Earnings call transcript
2021 Q4
16 Feb 22
RBLX
Earnings call transcript
2021 Q3
9 Nov 21
Latest ownership filings
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
144
Notice of proposed sale of securities
8 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
4
Michael Guthrie
4 Apr 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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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 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) | 580.05 mm | 580.05 mm | 580.05 mm | 580.05 mm | 580.05 mm | 580.05 mm |
Cash burn (monthly) | (no burn) | 203.45 mm | 100.01 mm | 100.48 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | 1.39 bn | 684.81 mm | 688.02 mm | n/a | n/a |
Cash remaining | n/a | -813.06 mm | -104.76 mm | -107.97 mm | n/a | n/a |
Runway (months of cash) | n/a | -4.0 | -1.0 | -1.1 | n/a | n/a |
Institutional ownership, Q3 2023
70.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 542 |
Opened positions | 64 |
Closed positions | 120 |
Increased positions | 183 |
Reduced positions | 160 |
13F shares | Current |
---|---|
Total value | 10.05 tn |
Total shares | 417.00 mm |
Total puts | 11.63 mm |
Total calls | 21.95 mm |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 44.59 mm | $1.29 tn |
Altos Ventures IV | 44.04 mm | $4.54 bn |
MS Morgan Stanley | 41.01 mm | $1.19 tn |
Baillie Gifford & Co | 28.15 mm | $815.10 bn |
David Baszucki | 26.32 mm | $0.00 |
BLK Blackrock | 23.74 mm | $687.61 bn |
Temasek | 13.25 mm | $383.82 bn |
ARK Investment Management | 11.97 mm | $346.76 bn |
STT State Street | 9.31 mm | $269.54 bn |
Dragoneer Investment | 9.26 mm | $268.09 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
17 Apr 24 | Mark Reinstra | Class A Common Stock | Sell | Dispose S | No | Yes | 36.69 | 4,000 | 146.76 k | 359,453 |
17 Apr 24 | Mark Reinstra | Class A Common Stock | Option exercise | Acquire M | No | No | 3.405 | 4,000 | 13.62 k | 363,453 |
17 Apr 24 | Mark Reinstra | Stock Option Class A Common Stock | Option exercise | Dispose M | No | No | 3.405 | 4,000 | 13.62 k | 412,528 |
15 Apr 24 | Amy Marie Rawlings | Class A Common Stock | Grant | Acquire A | No | No | 0 | 6,820 | 0.00 | 102,367 |
8 Apr 24 | David Baszucki | Class A Common Stock | Sell | Dispose S | Yes | Yes | 38.3125 | 20,834 | 798.20 k | 687,500 |
8 Apr 24 | David Baszucki | Class A Common Stock | Sell | Dispose S | Yes | Yes | 38.3125 | 20,834 | 798.20 k | 312,500 |
8 Apr 24 | David Baszucki | Class A Common Stock | Sell | Dispose S | Yes | Yes | 38.3125 | 20,000 | 766.25 k | 875 |
8 Apr 24 | David Baszucki | Class A Common Stock | Gift | Acquire G | Yes | No | 0 | 20,000 | 0.00 | 20,875 |
8 Apr 24 | David Baszucki | Class A Common Stock | Gift | Dispose G | Yes | No | 0 | 20,000 | 0.00 | 2,203,631 |
8 Apr 24 | David Baszucki | Class A Common Stock | Gift | Dispose G | Yes | No | 0 | 10,000 | 0.00 | 2,223,631 |
News
Cathie Wood's Ark Empire Bleeds As Investor Outflows Spike: 'The Loyal Shareholders Have Become Frustrated'
23 Apr 24
Roblox Analyst Turns Bullish As 'Trends Appeared To Materially Pick-Up In March'
23 Apr 24
Benchmark Reiterates Buy on Roblox, Maintains $50 Price Target
23 Apr 24
Navigating 10 Analyst Ratings For Roblox
23 Apr 24
JP Morgan Upgrades Roblox to Overweight, Raises Price Target to $48
23 Apr 24
Press releases
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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
Roblox to Report First Quarter 2024 Financial Results on May 9, 2024
8 Apr 24
ROBLOX ALERT: Bragar Eagel & Squire, P.C. is Investigating Roblox Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
19 Mar 24