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Roblox Corporation (RBLX) is a company that develops and operates an online entertainment platform allowing users to create, share, and experience games and other content. The platform supports a wide range of interactive experiences, including games and virtual worlds, and generates revenue primarily through the sale of virtual currency called Robux. Roblox also earns revenue from advertising and partnerships, sharing a portion of its revenue with developers who create content on the platform.
- Virtual Currency (Robux) - Sells virtual currency that users purchase to access premium content and experiences on the platform.
- Durable Virtual Items - Accounts for a significant portion of virtual item-related revenue, offering items that remain with the user indefinitely.
- Consumable Virtual Items - Provides items that are consumed upon use, contributing to the remaining portion of virtual item-related revenue.
- Advertising and Partnerships - Generates additional revenue through advertising and strategic partnerships on the platform.
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
David Baszucki ExecutiveBoard | Founder, President, CEO, and Chair of the Board | None | Founder of Roblox, leading the company since its inception. No additional details on external roles or achievements are available in the documents. | N/A |
Amy Rawlings Executive | Chief Accounting Officer | None | Appointed CAO in July 2022. Previously held senior accounting roles at Zynga and Ernst & Young. | July 2022 |
Arvind K. Chakravarthy Executive | Chief People and Systems Officer | None | Joined Roblox in July 2023. Previously VP of Engineering at Alphabet and CIO/Head of People Operations at Palantir Technologies. | July 2023 |
Manuel Bronstein Executive | Chief Product Officer | Board Member at New York Times Company | Joined Roblox in March 2021. Previously held leadership roles at Alphabet (Google Assistant, YouTube) and Zynga. | March 2021 |
Mark Reinstra Executive | General Counsel and Corporate Secretary | None | Serves as General Counsel and Corporate Secretary. No additional details on start date, achievements, or external roles are available in the documents. | N/A |
Andrea Wong Board | Director | Board Member at Liberty Media Corporation, Qurate Retail, Inc., and Hudson Pacific Properties Inc. | Joined the Roblox board in August 2020. Former executive at Sony Pictures Entertainment, Lifetime Entertainment Services, and ABC. | August 2020 |
Anthony P. Lee Board | Lead Independent Director | Vice President at Altos Ventures Management, Inc.; Board Member at private companies and non-profits | Joined the Roblox board in February 2008. Extensive experience in venture capital and corporate governance. | February 2008 |
Christopher Carvalho Board | Director | Board Member at Modern Times Group MTG AB and Rogue Games, Inc. | Joined the Roblox board in December 2015. Former COO of Kabam, with extensive experience in gaming and entertainment industries. | December 2015 |
Gina Mastantuono Board | Director | CFO of ServiceNow, Inc.; Board Member at Gong.io Inc. | Joined the Roblox board in April 2021. Extensive experience in financial leadership, currently CFO of ServiceNow. | April 2021 |
Jason Kilar Board | Director | Board Member at Opendoor Technologies Inc. and Wealthfront Inc. | Joined the Roblox board in September 2023. Former CEO of Warner Media, founding CEO of Hulu, and senior leader at Amazon. | September 2023 |
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Despite consistently exceeding 20% bookings growth for multiple quarters, you seem hesitant to raise your longer-term growth guidance. What specific risks or uncertainties are preventing you from adjusting your growth targets, and what needs to happen for you to feel confident in elevating these expectations?
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Infra trust and safety costs have increased due to significant investments in AI for content moderation and safety systems. How do you plan to balance these rising costs with your goal of improving operating leverage and margins, and could continued heavy investment in safety impact your long-term profitability?
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You've expressed ambitions to expand into genres like sports, shooters, and open-world RPGs to capture a larger share of the gaming market. What challenges do you anticipate in attracting both developers and users to these genres on your platform, and what specific strategies are you implementing to overcome them?
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The recent launch on PlayStation has significantly boosted your console user base and monetization. With the initial surge from the launch likely to diminish, how do you plan to sustain growth in console engagement and revenue, and are there additional platform partnerships or initiatives in the pipeline to maintain this momentum?
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While you've developed advertising initiatives and formed partnerships with companies like PubMatic and DoubleVerify, advertising revenue remains a small portion of your total revenue. What are the main obstacles you're facing in scaling your advertising business, and how critical is advertising to your future revenue growth and goal of capturing 10% of the global gaming software market?
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Distribution Channel #1 | Distribution partner | All |
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Distribution Channel #2 | Distribution partner | All |
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Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Speechly, Inc. | 2023 | Roblox acquired Speechly, Inc. and its Finnish subsidiary for a total of $10.1 million (with $4.8 million paid upfront and $5.3 million contingent) to enhance its voice moderation via speech recognition software, with significant goodwill reflecting anticipated workforce synergies and integration benefits. |
Byfron Technologies, LLC | 2022 | Roblox completed the acquisition of Byfron Technologies for approximately $19.0 million in cash to incorporate robust security and anti-cheat software into its ecosystem, with the deal officially closing on October 11, 2022 following an agreement on October 7, 2022, although the detailed purchase price allocation was still pending. |
Hamul, Inc. | 2022 | The acquisition of Hamul, Inc. was structured for a total of $19.3 million, including $9.2 million in cash, stock issuance, and replacement awards, with an allocation that included $12.4 million in goodwill; the deal strategically aligns with Roblox’s mission by leveraging a platform that connects gaming communities and enhancing user engagement. |
Recent developments and announcements about RBLX.
Earnings
New Earnings (Q4 2024)
·Feb 6, 2025, 6:21 PMView full earnings summary →RBLX Q4 highlights: Aims to grow from 2.4% to 10% of the $187B gaming market via AI-driven dev tools and 3D streaming. Minimal ad impact in '25. Q4 saw slight DAU dip, but India soared +50%. Management anticipates slower H2 '25 growth. Watch expansion and margins closely.