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State of the Screens

Roblox Builds on Its Momentum

By March 3, 2022No Comments

2022-03-02_14-26-27

Roblox daily active users (DAU)(YoY growth):
1) 2018 – 13.7M
2) 2019 – 19.1M (↑ 39%)
3) 2020 – 37.1M (↑ 94%)
4) 2021 – 49.5M (↑ 33%)

39C3.5-2021Q4A

Roblox hours engaged (YoY growth):
1) 2018 – 9.4B
2) 2019 – 13.7B (↑ 45%)
3) 2020 – 30.6B (↑ 124%)
4) 2021 – 41.4B (↑ 35%)

39C3.5-2021Q4B

Roblox bookings (YoY growth):
1) 2018 – $499M
2) 2019 – $694M (↑ 39%)
3) 2020 – $1.9B (↑ 171%)
4) 2021 – $2.7B (↑ 45%)

Roblox bookings per daily active user (DAU)(YoY growth):
1) 2018-Q4 – $10.40
2) 2019-Q4 – $12.37 ( 19%)
3) 2020-Q4 – $17.31 ( 40%)
4) 2021-Q4 – $15.56 (↓ 10%)

Roblox bookings per hour engaged (YoY growth):
1) 2018 – $0.053
2) 2019 – $0.051 (↓ 4%)
3) 2020 – $0.062 ( 21%)
4) 2021 – $0.066 (↑ 7%)

Revenue/hour in 2021 (YoY growth):
1) Roblox – $0.066 (↑ 7%)
2) Roku – $0.031 (↑ 45%)

RobloxRoku

Quote from David Baszucki CEO @ Roblox:
“We have so many opportunities to increase monetization on our platform.  We’re not touching advertising, we’re not touching 3D immersive shopping. We’re being very gentle on monetization relative to quality user growth, creating a safe and civil platform and driving our DAU numbers. So we are focused on user and engagement growth.”

Video: Roblox CEO says its being gentle on monetization compared to user growth

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.