Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of RBLX revenue | Skew |
|---|---|---|---|
| AAPLApple App Store | 0.35% | 30.00% | 85× |
| GOOGLGoogle's Content Safety API | 0.36% | 30.00% | 82× |
| MSFTMicrosoft Xbox | 0.44% | 30.00% | 68× |
| SONYSony's PlayStation Network | 1.87% | 30.00% | 16× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For operations through the Apple App Store and Google Play Store, we are obligated to pay up to 30% of any money paid by users on our Platform to Apple and Google and this amount could increase.”
$1.5B relationship85× more of RBLX’s book than AAPL’s
basisRBLX fy2025 · closed 2025-12 $4.9BAAPL fy2025 · closed 2025-09 $416B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001315098-25-000033cik 0001315098
“For operations through the Apple App Store and Google Play Store, we are obligated to pay up to 30% of any money paid by users on our Platform to Apple and Google and this amount could increase.”
$1.5B relationship82× more of RBLX’s book than GOOGL’s
basisRBLX fy2025 · closed 2025-12 $4.9BGOOGL fy2025 · closed 2025-12 $403B
“For operations through console providers, such as Microsoft Xbox and Sony PlayStation, we are obligated to pay around 30% of any money paid by users on our Platform, and these amounts could also increase.”
$1.5B relationship68× more of RBLX’s book than MSFT’s
basisRBLX fy2025 · closed 2025-12 $4.9BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“For operations through console providers, such as Microsoft Xbox and Sony PlayStation, we are obligated to pay around 30% of any money paid by users on our Platform, and these amounts could also increase.”
$1.5B relationship16× more of RBLX’s book than SONY’s
basisRBLX fy2025 · closed 2025-12 $4.9BSONY fy2026 · closed 2026-03 $78.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“For some of our high-speed databases, scalable object storage, and message queuing services we leverage Amazon Web Services.”
FILING10-K0001315098-25-000033cik 0001315098
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033disclosed by ELF
“We utilize these distribution channels, such as Amazon, Apple, Blackhawk, ePay, Google, Incomm, PayPal, Stripe, Microsoft, Sony's PlayStation Network and Xsolla, to receive cash proceeds from purchases of Robux.”
FILING10-K0001315098-25-000033cik 0001315098
“Images and videos are evaluated for Child Sexual Abuse Material using PhotoDNA and Google's Content Safety API with flagged content automatically reported to the National Center for Missing and Exploited Children upon review.”
FILING10-K0001315098-25-000033cik 0001315098
“In December 2020, Shenzhen Tencent Computer Systems Co. Ltd ("Tencent"), received a required publishing license from the Chinese government, which enabled Tencent to publish a localized version of the Roblox Client as a game in China under the name "Luobulesi."”
FILING10-K0001315098-26-000024cik 0001315098
“Information on those purchases or exchanges (e.g., debit and credit card numbers and expiration dates, personal information, and billing addresses) is disclosed to the third-party online platform and service providers facilitating purchases or exchanges of Robux for fiat currency by users (such as Stripe, Xsolla, and Tipalti).”
FILING10-K0001315098-25-000033cik 0001315098
“Information on those purchases or exchanges (e.g., debit and credit card numbers and expiration dates, personal information, and billing addresses) is disclosed to the third-party online platform and service providers facilitating purchases or exchanges of Robux for fiat currency by users (such as Stripe, Xsolla, and Tipalti).”
FILING10-K0001315098-25-000033cik 0001315098
“We utilize these distribution channels, such as Amazon, Apple, Blackhawk, ePay, Google, Incomm, PayPal, Stripe, Microsoft, Sony's PlayStation Network and Xsolla, to receive cash proceeds from purchases of Robux.”
FILING10-K0001315098-25-000033cik 0001315098
“We utilize these distribution channels, such as Amazon, Apple, Blackhawk, ePay, Google, Incomm, PayPal, Stripe, Microsoft, Sony's PlayStation Network and Xsolla, to receive cash proceeds from purchases of Robux.”
FILING10-K0001315098-25-000033cik 0001315098
“Information on those purchases or exchanges (e.g., debit and credit card numbers and expiration dates, personal information, and billing addresses) is disclosed to the third-party online platform and service providers facilitating purchases or exchanges of Robux for fiat currency by users (such as Stripe, Xsolla, and Tipalti).”
FILING10-K0001315098-25-000033cik 0001315098
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001315098-25-000033cik 0001315098
FILING10-K0001315098-25-000033cik 0001315098
Prev close 50.28 · gapped above the open, then crossed back over prior close. High/low 51.19 at 9:30 am ET, 49.80 at 8:15 am ET.
Roblox Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Prepackaged Software
Roblox Corp has 13 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either Roblox Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
RBLX (Roblox Corp) has 13 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: AMZN −2.02%, in cloud.