Roblox Corporation

NYSE•RBLX

CEO: Mr. David Baszucki

セクター: Technology

業種: Electronic Gaming & Multimedia

上場日: 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.

連絡先情報

3150 South Delaware Street, San Mateo, CA, 94403, United States

888-858-2569

corp.roblox.com

時価総額

$45.02B

PER (TTM)

-41.9

配当利回り

52週高値

$150.59

52週安値

$50.10

52週レンジ

13%

順位50Top 68.9%

3.1

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

弱い • 3.1 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.42B+0.00%

直近4四半期の推移

EPS

-$0.45+0.00%

直近4四半期の推移

フリーCF

$308.58M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Revenue reached $4.89B USD, up 36% compared to 2024, supported by strong current period bookings.

Creator Payouts Surge Developer exchange fees totaled $1.50B USD, surging 63% due to pricing and new rewards program.

Strong Cash Generation Generated $1.35B USD in free cash flow, demonstrating strong operational cash conversion supporting future capital needs.

Global User Base Expands Average DAUs hit 127 million users across over 180 countries, reflecting strong global platform engagement growth.

リスク要因

Creator Costs Rising Fast Developer exchange fees surged 63% to $1.50B USD, outpacing revenue growth and pressuring operating margins.

Regulatory Landscape Uncertainty Subject to evolving global laws regarding privacy, AI, and content moderation, increasing compliance costs and uncertainty.

Continued Net Loss Consolidated net loss widened to $1.07B USD in 2025, indicating profitability remains a significant future challenge.

Infrastructure Dependency Risk Reliance on third-party cloud infrastructure like AWS introduces inherent risks of service disruption and data security incidents.

見通し

Aggressive AI Integration Innovating aggressively with Generative AI to accelerate content creation, improve platform safety, and enhance user experience.

Creator Earnings Boost Increasing creator earnings, including an 8.5% fiat currency increase prospectively starting September 2025.

Global Market Capture Goal Ambitious strategy focused on capturing 10% of the global gaming content market through platform expansion.

Mandatory Age-Check Rollout Continuing investment in trust and safety systems, implementing mandatory age-check systems in all chat-enabled regions.

同業比較

売上高 (TTM)

DELL

$113.54B

+19.0%

INFY

$19.85B

+3.8%

TEL

$17.92B

+13.1%

粗利益率 (最新四半期)

CDNS

114.7%

+8.7pp

FTNT

79.6%

-1.0pp

RBLX

77.7%

+0.5pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
GLW	$105.79B	66.4	14.1%	33.0%
DELL	$98.17B	17.1	-218.2%	31.1%
SNPS	$83.79B	63.6	4.6%	21.3%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

11.0%

安定成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月29日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし