Roblox Is Building Something Big

Big news: Roblox’s user base spends more time in the environment now than during the pandemic (↑ 28% YoY).

Flashback: Roblox Levels Up On Earnings

Roblox daily active users (DAU)(YoY growth):
1) 2018-Q3 – 12.7M
2) 2019-Q3 – 18.4M (↑ 45%)
3) 2020-Q3 – 36.2M (↑ 97%)
4) 2021-Q3 – 47.3M (↑ 31%)

Roblox hours engaged (YoY growth):
1) 2018-Q3 – 2.6B
2) 2019-Q3 – 3.7B (↑ 42%)
3) 2020-Q3 – 8.7B (↑ 134%)
4) 2021-Q3 – 11.2B (↑ 28%)

Wow: Roblox is a reminder that small starts can snowball into massive businesses.

Roblox bookings (YoY growth):
1) 2018-Q3 – $119M
2) 2019-Q3 – $165M (↑ 39%)
3) 2020-Q3 – $497M (↑ 200%)
4) 2021-Q3 – $638M (↑ 28%)

Roblox bookings per account (YoY growth):
1) 2018-Q3 – $9.36
2) 2019-Q3 – $8.99 (↓ 4%)
3) 2020-Q3 – $13.72 (↑ 53%)
4) 2021-Q3 – $13.48 (↓ 2%)

Roblox bookings per hour engaged (YoY growth):
1) 2018-Q3 – $0.045
2) 2019-Q3 – $0.044 (↓ 2%)
3) 2020-Q3 – $0.057 (↑ 29%)
4) 2021-Q3 – $0.057 (↑ 0%)

Video: Roblox Investor Day | November 16, 2021

More: Roblox pushes toward avatar realism, plans to add NFT-like limited-edition items

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