Roblox Corporation Earnings Recaps
Q1 2026
May 4, 2026
Roblox’s shares dropped 19.8% following earnings as investors reacted negatively to management’s cautious outlook and a downward revision in full-year guidance, driven by headwinds from implementing global age checks that have compressed engagement and slowed organic user growth.
Key takeaways
- Revenue grew 39% year over year to $1.4 billion, with bookings up 43% to $1.7 billion, but both were accompanied by significant operational headwinds.
- Monthly unique payers increased 52% to 31 million; however, user growth decelerated with DAUs growing 35%, down from prior quarters’ roughly 70% growth.
- The global rollout of mandatory age checks to access chat reduced communication engagement and negatively impacted app store ratings and organic sign-ups.
- The company announced a revision to its full-year guidance, citing short-term bookings headwinds resulting from safety-focused measures and reduced user acquisition.
- Management emphasized the long-term strategic benefits of enhanced safety and age-based accounts but acknowledged this has created near-term drag on growth and monetization trends.
Q3 2025
Oct 31, 2025
Roblox delivered robust Q3 2025 results, demonstrating strong growth in both user engagement and financial metrics, with total revenue increasing by 48% year-over-year.
Key takeaways
- Daily active users (DAUs) reached 151.5 million, up 70% year-over-year, with significant growth in the 13 and over demographic.
- Q3 revenue soared to $1.36 billion and bookings rose to $1.92 billion, reflecting increases of 48% and 70% year-on-year, respectively.
- Creator earnings hit a record $427.9 million through the Developer Exchange (DevEx), marking an 85% increase year-over-year.
- Strong regional performance with APAC bookings up 110% year-on-year, highlighting international expansion.
- Introduction of an IP platform and enhancements in safety measures assert Roblox's commitment to creator support and user safety in the evolving gaming landscape.