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Roblox Corporation

Roblox Corporation

NYSE•RBLX
CEO: Mr. David Baszucki
Sector: Technology
Industry: Electronic Gaming & Multimedia
Listing Date: 2021-03-10
Roblox Corporation develops and operates an online entertainment platform in the United States and internationally. It offers Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate 3D experiences, and other content; Roblox Client, an application that allows users to explore 3D experience; and Roblox Cloud, which provides services and infrastructure that power the platform. Roblox Corporation was incorporated in 2004 and is headquartered in San Mateo, California.
Contact Information
3150 South Delaware Street, San Mateo, CA, 94403, United States
888-858-2569
corp.roblox.com
Market Cap
$73.08B
P/E (TTM)
-77.5
0
Dividend Yield
--
52W High
$150.59
52W Low
$47.95
52W Range
58%
3.1
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 3.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2024

Financial Dashboard

Q3 2025 Data

Revenue

$1.36B+47.96%
4-Quarter Trend

EPS

-$0.37+0.00%
4-Quarter Trend

FCF

$563.55M+158.48%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Strong Revenue and Bookings Nine months revenue reached $3.48 B, increasing 33%; Bookings grew 51.8% to $4.57 B.
Operating Cash Flow Surge Net cash from operations was $1.189 B for nine months, reflecting an 86.5% increase year-over-year.
Developer Payout Acceleration Developer exchange fees rose 60% to $1.026 B over nine months, driven by booking growth and Creator Rewards launch.
Ending Cash Balance Total cash and equivalents stood at $1.017 B as of September 30, 2025, supporting liquidity needs.

Risk Factors

Developer Cost Outpacing Revenue Developer exchange fees grew 60% (9M), significantly outpacing 33% revenue growth, pressuring margins.
Regulatory and Legal Exposure Subject to evolving global laws (privacy, content, AI); non-compliance risks substantial fines and operational restrictions.
User Metric Reliability Concerns User metrics rely on estimates with inherent measurement challenges; inaccuracies could harm reputation and investor confidence.
Accumulated Deficit Growth Accumulated deficit reached $(4.745) B as of September 30, 2025; continued losses expected in the near term.

Outlook

Focus on Platform Investment Continued investment planned for developer community, infrastructure capacity, AI tools, and trust and safety systems.
Expanding Advertising Business Management intends to invest in and expand the advertising business for future revenue diversification and growth.
New Lease Commitments Executed new HQ lease agreements totaling $146.5 M incremental base rent, commencing in late 2025/2028.
Paying User Life Estimate Paying user life estimate remains at 27 months, impacting revenue recognition timing for durable virtual items.

Peer Comparison

Revenue (TTM)

Dell Technologies Inc.DELL
$101.33B
+10.3%
NetEase, Inc.NTES
$15.20B
+2.7%
Motorola Solutions, Inc.MSI
$11.31B
+6.2%

Gross Margin (Latest Quarter)

Cadence Design Systems, Inc.CDNS
95.3%
+8.7 pp
Roblox CorporationRBLX
78.2%
+0.5 pp
Synopsys, Inc.SNPS
78.1%
-0.0 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DELL$107.65B23.1-200.6%32.2%
SNOW$92.22B-67.1-51.5%32.8%
CDNS$91.30B85.721.6%25.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+11.2%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 30, 2025|
    Revenue: $1.36B+48.0%
    |
    EPS: $-0.37+0.0%
    Meet

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 31, 2025|
    Revenue: $1.08B+20.9%
    |
    EPS: $-0.41+28.1%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 1, 2025|
    Revenue: $1.04B+29.2%
    |
    EPS: $-0.32-25.6%
    Meet

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 18, 2025|
    Revenue: $3.60B+28.7%
    |
    EPS: $-1.44+23.0%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 31, 2024|
    Revenue: $918.95M+28.8%
    |
    EPS: $-0.37-17.8%
    Meet

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 2, 2024|
    Revenue: $893.54M+31.3%
    |
    EPS: $-0.32-30.4%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $801.30M+22.3%
    |
    EPS: $-0.43-2.3%
    Meet

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 21, 2024|
    Revenue: $2.80B+25.8%
    |
    EPS: $-1.87-20.6%
    Meet