Roblox (RBLX) Q3 2026 Earnings
Includes $49 million of legal settlement expenses related to settlements and settlement negotiations with certain states and territories regarding youth-related consumer protection and digital safety matters, plus $7 million of other charges
How Did RBLX Stock React to Q3 2026 Earnings?
Did RBLX Beat Earnings? Q3 2026 Results
Yes. Roblox reported Q3 2026 earnings of $-0.32 a share on Oct 29, 2026, beating the $-0.42 consensus estimate by 24.3%. Revenue was $1.6B against a $1.6B estimate.
Roblox delivered a mixed but broadly encouraging third quarter for fiscal 2026, beating on the bottom line for the fourth consecutive quarter while falling short of revenue expectations. The gaming platform posted GAAP earnings per share of $-0.32, ahead of the $-0.4229 consensus by 24.33%, though that figure includes $49 million in legal settlement expenses tied to youth-related consumer protection and digital safety matters with certain states and territories, plus $7 million in other charges. Revenue of $1.57 billion rose 15.6% year-over-year but came in 3.03% below the $1.62 billion analysts had expected. The clearest driver of the earnings beat was a sharp improvement in adjusted EBITDA, which climbed to $138 million from $46 million a year ago, as the company leaned on algorithm refinements and a growing share of higher-monetizing adult users to lift bookings per hour. <a href="https://247wallst.com/investing/2026/10/25/roblox-braces-for-12-earnings-swing-can-a-new-viral-hit-save-rblx-on-oct-29/">Ahead of the print</a>, investors had debated the quarter's range of outcomes. Looking to Q4 2026, Roblox guides for revenue of $1.47 billion to $1.58 billion and bookings of $1.89 billion to $2.00 billion, with free cash flow expected to swing to a loss of $105 million to $190 million as $380 million in capital expenditures shift from Q3.
- Bookings of $1,697M exceeded the high end of guidance; down 12% YoY but up over 50% on a two-year basis
- Recommended for You algorithm refinements improved retention and monetization
- Bookings per Hour up ~4% YoY globally and 2% in the U.S. and Canada
- Bookings per monthly unique payer up 5% YoY
- DAUs up 12% QoQ to 138 million; Hours up 17% QoQ to nearly 34 billion
- Adjusted EBITDA of $138M vs $46M in the prior-year quarter
- Higher share of bookings from lower-cost platforms reduced payment processing fees
What Is Roblox's Outlook?
For Q4 2026, Roblox expects revenue of $1,470 million to $1,580 million (up 4% to 12% year-over-year) and bookings of $1,890 million to $2,000 million (down 10% to 15%). Other Q4 guidance: - Consolidated net loss of $(423) million to $(363) million, excluding loss contingency accruals. - Adjusted EBITDA of $(70) million to $(10) million. - Operating cash flow of $190 million to $275 million. - Capital expenditures of $380 million. - Free cash flow of $(190) million to $(105) million, reflecting the capex timing shift from Q3 into Q4. The bookings guidance assumes a seasonal DAU decline from Q3 to Q4, and the range is wider because much of the quarter's bookings typically come in the last week of December. Management expects fixed-cost deleverage versus the prior year as it keeps investing in the Roblox App, the Universal Player and Roblox Everywhere. Product timing: - The first phase of Roblox Everywhere is expected in the first half of next year. - A broader Build rollout is planned later this year. - Roblox Reality early access is planned for the first half of 2027. The long-term vision is to capture 10% of the global gaming market.
RBLX YoY Financials
| Metric | Q3 2026 | Q3 2025 | Year over year |
|---|---|---|---|
| Revenue | $1.6B | $1.4B | +15.6% |
| Operating Income | −$283.0M | −$270.7M | +4.6% |
| Net Income | −$227.0M | −$204.1M | +11.2% |
Figures from SEC filings and company reports. Not investment advice.