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State of the Screens

Roblox Is Building Something Big

By December 2, 2021December 3rd, 2021No Comments

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%)

39C3.5-2021Q3A

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%)

39C3.5-2021Q3B

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

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.