GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

RBLX · Sep 30, 2026

Roblox Corp. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0001628280-26-068253General Corporate

Capex intensity13thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.78% · OPTIONAL · VALID

Operating cash generation56thOwn-history percentile · N=16

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

25.13% · OPTIONAL · VALID

Revenue growth0thOwn-history percentile · N=12

Evidence method

Yoy · gp.fundamentals.revenue

15.62% · CORE · VALID

Gross margin94thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.gross_margin

79.77% · CORE · VALID

Operating margin94thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.operating_margin

-18.00% · CORE · VALID

R&D intensity0thOwn-history percentile · N=16

Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

27.67% · OPTIONAL · VALID

SBC intensity0thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

18.96% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History9 statesSelf-history eligible

Sep 30, 20220/6 normalizedLevel 3 Dec 31, 20220/7 normalizedLevel 3 Mar 31, 20230/6 normalizedLevel 3 Jun 30, 20230/6 normalizedLevel 3 Sep 30, 20230/7 normalizedLevel 3 Mar 31, 20240/7 normalizedLevel 3 Jun 30, 20240/7 normalizedLevel 3 Sep 30, 20246/7 normalizedLevel 3 Sep 30, 20267/7 normalizedLevel 4

Period transition

What moved in the state?

Capex Intensity Increased

Previous: 1.50%
Current: 1.78%
Delta: 0.28%

Cash Generation Increased

Previous: 21.65%
Current: 25.13%
Delta: 3.48%

Growth Decreased

Previous: 35.93%
Current: 15.62%
Delta: -20.32%

Margin Decreased

Previous: 80.12%
Current: 79.77%
Delta: -0.35%

Profitability Decreased

Previous: -15.59%
Current: -18.00%
Delta: -2.41%

R And D Intensity Decreased

Previous: 28.59%
Current: 27.67%
Delta: -0.92%

Sbc Intensity Decreased

Previous: 19.20%
Current: 18.96%
Delta: -0.24%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Jun 30, 2025

Similarity: 90%
Compared: 6 dimensions
Coverage: 86%

Margin 2.8 · Profitability 21.0 · Sbc Intensity 9.1 · Capex Intensity 3.4 · Cash Generation 1.7 · R And D Intensity 0.0

Dec 31, 2024

Similarity: 86%
Compared: 6 dimensions
Coverage: 86%

Margin 4.9 · Profitability 4.9 · Sbc Intensity 22.2 · Capex Intensity 9.7 · Cash Generation 10.4 · R And D Intensity 22.2

Jun 30, 2026

Similarity: 72%
Compared: 7 dimensions
Coverage: 100%

Growth 72.7 · Margin 6.3 · Profitability 6.3 · Sbc Intensity 6.7 · Capex Intensity 12.5 · Cash Generation 9.6 · R And D Intensity 0.0

Dec 31, 2025

Similarity: 63%
Compared: 7 dimensions
Coverage: 100%

Growth 77.8 · Margin 16.8 · Profitability 9.1 · Sbc Intensity 7.7 · Capex Intensity 49.0 · Cash Generation 28.4 · R And D Intensity 7.7

Research Graph

Related governed research

Compared To · Services-Prepackaged Software peers →Analogous To · RBLX state analogue 4 →Analogous To · RBLX state analogue 2 →Analogous To · RBLX state analogue 3 →Analogous To · RBLX state analogue 1 →Has State · Roblox Corp →Transitioned To · RBLX CAPEX_INTENSITY_INCREASED →Transitioned To · RBLX CASH_GENERATION_INCREASED →Transitioned To · RBLX GROWTH_DECREASED →Transitioned To · RBLX MARGIN_DECREASED →Transitioned To · RBLX PROFITABILITY_DECREASED →Transitioned To · RBLX R_AND_D_INTENSITY_DECREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.