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Roblox Levels Up On Earnings

Roblox daily active users (DAU)(YoY growth):
1) 2018-Q2 – 11.3M
2) 2019-Q2 – 17.1M (↑ 51%)
3) 2020-Q2 – 33.4M (↑ 95%)
4) 2021-Q2 – 43.2M (↑ 29%)

Flashback: Roblox Isn’t Playing Games

Roblox hours engaged (YoY growth):
1) 2018-Q2 – 2.2B
2) 2019-Q2 – 3.2B (↑ 50%)
3) 2020-Q2 – 8.6B (↑ 164%)
4) 2021-Q2 – 9.7B (↑ 13%)

Roblox revenue (YoY growth):
1) 2019-Q2 – $119M
2) 2020-Q2 – $200M (↑ 68%)
3) 2021-Q2 – $454M (↑ 127%)

Roblox revenue per account (YoY growth):
1) 2019-Q2 – $6.97
2) 2020-Q2 – $6.00 (↓ 14%)
3) 2021-Q2 – $10.51 (↑ 75%)

Roblox revenue per hour engaged (YoY growth):
1) 2019-Q2 – $0.037
2) 2020-Q2 – $0.023 (↓ 36%)
3) 2021-Q2 – $0.047 (↑ 100%)

Why this matters: We often talk about the future for metaverse/video game companies such as Roblox. Still they are already generating a $/hour similar to streaming video while also growing faster.

Revenue/hour in 2021-Q2 (YoY growth):
1) Vizio – $0.047 (↑ 115%)
2) Roblox – $0.047 (↑ 100%)
3) Roku – $0.031 (↑ 82%)

Video: Roblox: The Free Videogame Platform That Became a $45 Billion Public Company

More #1: Roblox, explained

 

More #2: Roblox fans are buying digital Gucci bags for thousands of dollars

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