Roblox (RBLX) Company Report

Roblox will mandate age verification for chat features, requiring users to either upload an ID or use a video/photo "selfie" for facial age estimation.
Enforcement of this policy will begin in Australia, New Zealand, and the Netherlands in early December, with a global mandate by early January 2026.
This initiative is a direct response to multiple lawsuits, state investigations, and public criticism concerning child safety failures on the platform.
Roblox plans to assign users to one of six age groups and restrict chat capabilities for minors to communication with peers or nearby age groups.
The company currently has over 151 million daily average users, with roughly one-third of these users being younger than 13.

Nov 18, 2025, 1:02 PM

Bloomberg

Roblox announces Q3 2025 results and Q4/FY 2025 guidance

RBLX

Earnings

Guidance Update

Revenue Acceleration/Inflection

Roblox reported Q3 2025 revenue of $1,359.6 million, a 48% increase year-over-year, and bookings of $1,921.8 million, up 70% year-over-year.
The company posted a consolidated net loss of $(257.4) million for Q3 2025, compared to a net loss of $(240.4) million in Q3 2024, while Adjusted EBITDA was $45.7 million, a 17% decrease from Q3 2024.
Average Daily Active Users (DAUs) reached 151.5 million in Q3 2025, representing a 70% year-over-year growth, and hours engaged totaled 39.6 billion, an increase of 91% year-over-year.
Free cash flow for Q3 2025 was $442.6 million, marking a 103% increase from Q3 2024.
For Q4 2025, Roblox provided revenue guidance between $1,350.0 million and $1,400.0 million, and bookings guidance between $2,000.0 million and $2,050.0 million.

Oct 30, 2025, 12:30 PM

Presentation

Roblox Reports Strong Q3 2025 Financials and Outlines Investment Strategy

RBLX

Earnings

Guidance Update

New Projects/Investments

Roblox reported robust Q3 2025 financial performance, with revenue of $1.36 billion (up 48% year-on-year) and bookings of $1.92 billion (up 70% year-on-year).
The platform experienced significant user engagement growth, with Daily Active Users (DAUs) reaching 151.5 million (up 70% year-on-year) and hours of engagement at 39.6 billion (up 91% year-on-year).
The company is making substantial investments in innovation, infrastructure, and safety, which is projected to result in slight margin compression over the next few quarters and incremental CapEx starting in Q4 2025.
Roblox is focused on expanding its user base, with two-thirds of total DAUs now aged 13 and over, and is leveraging AI and new technologies to broaden game genres and platform capabilities.
While optimistic about long-term advertising potential, the company remains cautious about its near-term contribution, prioritizing careful integration of features like Rewarded Video.

Oct 30, 2025, 12:30 PM

Transcript

Roblox Reports Strong Q3 2025 Performance and Outlines Investment Strategy

RBLX

Earnings

Guidance Update

New Projects/Investments

Roblox reported robust Q3 2025 financial results, with revenue of $1.36 billion (up 48% year-over-year) and bookings of $1.92 billion (up 70% year-over-year). Daily Active Users (DAUs) grew 70% year-over-year to 151.5 million, and hours of engagement increased 91% year-over-year to 39.6 billion.
The company is undertaking significant investments in Developer Exchange (DevEx), infrastructure, and safety, which are projected to lead to no year-over-year margin expansion in Q4 2025 and a slight decline in margins in 2026. Incremental capital expenditures are also anticipated starting in Q4 2025 and continuing into 2026.
While specific 2026 bookings growth guidance was not provided, management highlighted potential headwinds from tough year-over-year comparisons and new AI-based safety policies (including facial age estimation and raising the minimum age for restricted content to 18) that may cause short-term friction to engagement and bookings. These safety initiatives are viewed as long-term growth drivers.
Creator earnings surpassed $1 billion in the first nine months of 2025, with Q3 2025 DevEx reaching $427.9 million, an 85% increase year-over-year. The DevEx rate was also increased by 8.5%.

Oct 30, 2025, 12:30 PM

Transcript

Roblox Corporation Reports Strong Q3 2025 Results and Raises Full-Year Guidance

RBLX

Earnings

Guidance Update

New Projects/Investments

Roblox Corporation reported strong Q3 2025 financial results, with revenue growing 48% year-over-year to $1,359.6 million and bookings increasing 70% year-over-year to $1,921.8 million.
The company also saw significant operational growth, with average daily active users (DAUs) up 70% year-over-year to 151.5 million and hours engaged rising 91% year-over-year to 39.6 billion.
Operating cash flow grew 121% year-over-year to $546.2 million and free cash flow increased 103% year-over-year to $442.6 million in Q3 2025.
Roblox has raised its guidance for the remainder of 2025, now expecting full-year 2025 bookings between $6,566 million and $6,616 million (50-51% YoY growth) and revenue between $4,826 million and $4,876 million (34-35% YoY growth).
The company is making strategic investments in safety and AI, increasing capital expenditures for FY 2025 by $158 million over prior guidance to support these initiatives and meet demand.

Oct 30, 2025, 11:52 AM

8-K

Roblox Achieves Investment-Grade Credit Rating

RBLX

Debt Issuance

Revenue Acceleration/Inflection

Roblox Corp. received its first investment-grade credit rating of BBB- from S&P Global, upgraded from BB+, with a positive outlook.
This upgrade is driven by a rapidly expanding user base, now at 111 million daily active users, and robust gross bookings, anticipated to reach $5.9 billion by 2025.
The improved rating is expected to lower borrowing costs and broaden access to institutional investors, supported by net long-term debt under $1 billion as of June 30, 2025.

Aug 13, 2025, 5:12 PM

Bloomberg

Roblox discusses strong platform growth and updated guidance

RBLX

Earnings

Guidance Update

Revenue Acceleration/Inflection

Roblox reported strong platform growth, with a breakout hit "Grow a Garden" setting a Guinness World Record for concurrent users with over 20 million people on the platform simultaneously.
Even without the success of "Grow a Garden," Roblox's growth rate would have been significantly above the previously hinted 20% to 25%.
The company observed significant user growth, with over 13 DAU growth in Q2 at 64%.
Roblox upped its guidance for Q3 and the full year, citing strong Q2 performance and positive July trends.
The platform demonstrates content diversity with five experiences having over 10 million daily active users, and views AI as a tool to accelerate creator capabilities rather than replacing them.

Aug 2, 2025, 4:00 PM

Yahoo Finance

Roblox reports strong Q2 2025 results and raises full-year guidance

RBLX

Earnings

Guidance Update

CFO Change

Roblox reported strong Q2 2025 financial results, with revenue of $1.1 billion (up 21% year-on-year) and bookings of $1.4 billion (up 51% year-on-year).
Key operational metrics also showed significant growth, including Daily Active Users (DAUs) reaching 111.8 million (up 41% year-on-year) and hours engaged increasing to 27.4 billion (up 58% year-on-year).
Monthly unique payers reached a new all-time record of 23.4 million, an increase of 42% year-on-year, and DevEx was $316.4 million, up 52% year-on-year.
The company raised its fiscal year 2025 guidance, now expecting revenue growth of 22% to 25% year-on-year and bookings growth of 34% to 37% year-on-year.
Naveen Jopraf was announced as the new Chief Financial Officer, succeeding Mike Guthrie.

Jul 31, 2025, 5:05 PM

Roblox Launches New Licensing Platform

RBLX

Product Launch

New Projects/Investments

Roblox Corporation has launched a new licensing platform, including the Roblox License Manager and Licenses catalog, to streamline game and interactive media licensing at scale.
This platform enables IP holders to self-serve and integrate popular IP into games and experiences, aiming to reduce the complexity and time of traditional licensing processes.
The initiative supports Roblox's goal to have 10% of all gaming content revenue flow through its ecosystem by facilitating partnerships between creators and IP holders.
Initial partners include Netflix (, ), Lionsgate (, , , ), and Sega (), with Kodansha titles (, ) coming soon.
Roblox plans to onboard more IP holders and open the License Manager to all eligible IP holders in the coming months.

Jul 15, 2025, 4:00 PM

Press Release

Roblox Appoints Naveen Chopra as CFO

RBLX

CFO Change

Executive Compensation

Management Change

Naveen Chopra has been named the new Chief Financial Officer of Roblox Corp, effective June 30, 2025.
The current CFO, Michael Guthrie, will continue in his role until the effective date to facilitate a smooth transition.
Chopra, with extensive leadership experience from companies like Paramount, Amazon, Pandora, and TiVo, will oversee financial operations including accounting, audit, tax, treasury, and investor relations.

Jun 10, 2025, 12:00 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for Roblox.

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