{"data":{"ticker":"RBLX","slug":"roblox","name":"Roblox","exchange":"NYSE","sector":"Communication Services","headquarters":"San Mateo, California","ceo":"David Baszucki","employees":3065,"website":"https://corp.roblox.com","founded":"2004","layers":[{"slug":"ai-software","name":"AI Software & Platforms"},{"slug":"foundation-models","name":"Foundation Models"}],"exposure":{"score":12,"tier":"Peripheral","rationale":"Roblox monetizes virtual currency and ads on its gaming platform, using generative AI for content creation tools and moderation at scale. AI lowers creation friction and costs, but the thesis is user growth and monetization, not the buildout."},"quote":{"price":49.3,"change24hPct":3.46,"change7dPct":14.68,"change30dPct":8.3,"change1yPct":-53.86,"high52w":106.84,"low52w":35.54,"marketCap":35284668416,"peRatio":null,"eps":-1.37,"volume24h":394974345},"nextEarningsDate":"2026-10-29","summary":"Roblox runs an immersive gaming platform where users play and build millions of experiences. It makes money when players spend virtual currency, plus a growing advertising business, sharing revenue with the creators who build on the platform.","explainer":["Roblox runs an immersive gaming platform where users play and build millions of experiences. It makes money when players spend virtual currency, plus a growing advertising business, sharing revenue with the creators who build on the platform.","Generative AI is reshaping how content gets made there. Its Cube foundation model generates 3D objects from text prompts and now interactive 4D ones, the AI Avatar Generator builds characters, AI Code Assist helps creators script, and AI Content Moderation polices the platform at a scale humans could not.","Founded in 2004 and headquartered in San Mateo, California, Roblox trades on the NYSE and employs about 3,100 people under founder and CEO David Baszucki."],"buildoutRole":"Roblox sits in the AI Software & Platforms and Foundation Models layers as a platform that trains generative models of its own. Its Cube model turns text prompts into 3D and 4D objects, which lowers the cost of creating content, and its moderation models police a huge user base. The investment thesis, though, is user growth and monetization of its virtual world, not the AI buildout. Supercycle scores its AI exposure at 12 out of 100.","faq":[{"q":"What does Roblox do?","a":"Roblox operates an immersive gaming platform where users play and create experiences. It earns revenue from virtual currency spending and advertising, sharing proceeds with the creators who build content on the platform."},{"q":"How is Roblox exposed to AI?","a":"Lightly. Generative AI speeds 3D creation and avatar design and powers moderation at scale, cutting friction and cost. The thesis remains user growth and monetization, and Supercycle rates its AI Exposure Score at 12 out of 100."},{"q":"What are Roblox's main AI products?","a":"Generative AI 3D Creation for building worlds, the AI Avatar Generator for characters, AI Code Assist for helping creators script experiences, and AI Content Moderation that reviews content across the platform."},{"q":"Is RBLX a pure play AI stock?","a":"No. Roblox is a gaming and creator platform that uses generative AI as a creation and cost tool. Its AI Exposure Score of 12 out of 100 reflects peripheral buildout exposure."},{"q":"Where is Roblox based and who leads it?","a":"Roblox is headquartered in San Mateo, California, and led by founder and CEO David Baszucki. Founded in 2004, the company employs about 3,100 people and its shares trade on the NYSE."}],"history1y":[{"date":"2026-09-28","close":41.86},{"date":"2026-09-29","close":41.18},{"date":"2026-09-30","close":42.37},{"date":"2026-10-01","close":43},{"date":"2026-10-02","close":44.12},{"date":"2026-10-05","close":44.58},{"date":"2026-10-06","close":45.56},{"date":"2026-10-07","close":46.41},{"date":"2026-10-08","close":45.52},{"date":"2026-10-09","close":48.09},{"date":"2026-10-12","close":49.58},{"date":"2026-10-13","close":49.51},{"date":"2026-10-14","close":47.54},{"date":"2026-10-15","close":51.13},{"date":"2026-10-16","close":49.55},{"date":"2026-10-19","close":50.75},{"date":"2026-10-20","close":52.35},{"date":"2026-10-21","close":52.55},{"date":"2026-10-22","close":53.96},{"date":"2026-10-23","close":52.89},{"date":"2026-10-26","close":54.37},{"date":"2026-10-27","close":54.47},{"date":"2026-10-28","close":53.28},{"date":"2026-10-29","close":52.46},{"date":"2026-10-30","close":42.99},{"date":"2026-11-02","close":42.88},{"date":"2026-11-03","close":45.45},{"date":"2026-11-04","close":49.31},{"date":"2026-11-05","close":47.65},{"date":"2026-11-06","close":49.3}],"incomeStatements":[{"ticker":"RBLX","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":4890551000,"cost_of_revenue":1072299000,"gross_profit":3818252000,"operating_expense":0,"operating_income":-1232342000,"net_income":-1065057000,"earnings_per_share":-1.54,"earnings_per_share_diluted":-1.54,"research_and_development":1567747000,"selling_general_and_administrative_expenses":826287000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"RBLX","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":3601979000,"cost_of_revenue":801162000,"gross_profit":2800817000,"operating_expense":0,"operating_income":-1063317000,"net_income":-935384000,"earnings_per_share":-1.44,"earnings_per_share_diluted":-1.44,"research_and_development":1444207000,"selling_general_and_administrative_expenses":581688000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"RBLX","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":2799274000,"cost_of_revenue":649115000,"gross_profit":2150159000,"operating_expense":0,"operating_income":-1259067000,"net_income":-1151946000,"earnings_per_share":-1.87,"earnings_per_share_diluted":-1.87,"research_and_development":1253598000,"selling_general_and_administrative_expenses":536515000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"RBLX","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":2225052000,"cost_of_revenue":547658000,"gross_profit":1677394000,"operating_expense":0,"operating_income":-923784000,"net_income":-924366000,"earnings_per_share":-1.55,"earnings_per_share_diluted":-1.55,"research_and_development":873477000,"selling_general_and_administrative_expenses":414765000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"RBLX","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":9557118000,"current_assets":4898023000,"cash_and_equivalents":1205319000,"total_liabilities":9182138000,"current_liabilities":5126390000,"total_debt":1802704000,"shareholders_equity":394484000,"retained_earnings":-5060694000},{"ticker":"RBLX","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":7175003000,"current_assets":3728030000,"cash_and_equivalents":711683000,"total_liabilities":6966349000,"current_liabilities":3663208000,"total_debt":1805279000,"shareholders_equity":221446000,"retained_earnings":-3995637000},{"ticker":"RBLX","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":6168078000,"current_assets":3275413000,"cash_and_equivalents":678466000,"total_liabilities":6099452000,"current_liabilities":3052366000,"total_debt":1762799000,"shareholders_equity":76290000,"retained_earnings":-3060253000},{"ticker":"RBLX","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":5375487000,"current_assets":3838604000,"cash_and_equivalents":2977474000,"total_liabilities":5070452000,"current_liabilities":2480835000,"total_debt":1556809000,"shareholders_equity":306026000,"retained_earnings":-1908307000}],"holders13f":[{"slug":"cathie-wood","personName":"Cathie Wood","fundName":"ARK Investment Management","value":351615103,"portfolioPct":0.022829082612376,"change":"increased","period":"2026-06-30"},{"slug":"ray-dalio","personName":"Ray Dalio","fundName":"Bridgewater Associates","value":696934,"portfolioPct":0.000028590889646796802,"change":"unchanged","period":"2026-06-30"}],"news":[{"title":"What Is Behind The Move In Roblox Stock?","source":null,"url":"https://www.trefis.com/stock/rblx/articles/621863/what-is-behind-the-move-in-roblox-stock/2026-11-02?.tsrc=rss","date":"2026-11-02"},{"title":"Unlocking Roblox (RBLX) International Revenues: Trends, Surprises, and Prospects","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/unlocking-roblox-rblx-international-revenues-131505658.html?.tsrc=rss","date":"2026-11-02"},{"title":"Is Roblox (RBLX) Undervalued After Its Q3 Update And Weak Holiday Outlook?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/roblox-rblx-undervalued-q3-weak-001511460.html?.tsrc=rss","date":"2026-11-01"},{"title":"Roblox (RBLX) Stock Price Sinks As Q3 Results Expose Cost Pressures","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/roblox-rblx-stock-price-sinks-190951765.html?.tsrc=rss","date":"2026-10-31"},{"title":"Roblox: 3 Key Takeaways for Long-Term Investors","source":null,"url":"https://www.fool.com/earnings/takeaways/2026/10/31/roblox-3-key-takeaways-for-long-term-investors/?.tsrc=rss","date":"2026-10-31"},{"title":"Roblox Just Dropped 18% in a Week. Is It Time to Sell, or Load Up?","source":null,"url":"https://www.tikr.com/blog/roblox-just-dropped-18-in-a-week-is-it-time-to-sell-or-load-up?ref=yahoofinance&tlnk=yf-261031-vm8rmv8w&.tsrc=rss","date":"2026-10-31"},{"title":"Roblox Q3 Earnings Call Highlights","source":null,"url":"https://www.marketbeat.com/instant-alerts/transcript-roblox-q3-earnings-call-highlights-2026-10-31/?utm_source=yahoofinance&utm_medium=yahoofinance&.tsrc=rss","date":"2026-10-31"},{"title":"Q3: Roblox Boosts Revenue, Bets On AI Game Creation","source":null,"url":"https://www.mediapost.com/publications/article/419134/q3-roblox-boosts-revenue-bets-on-ai-game-creatio.html?.tsrc=rss","date":"2026-10-30"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.508Z","tier":"free","source":"https://supercyclehq.com/stock/roblox","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/RBLX","html":"https://supercyclehq.com/stock/roblox","md":"https://supercyclehq.com/stock/roblox.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}