Companies /Communication Services

Roblox Corporation - Class A

NYSE: RBLX Electronic Gaming & Multimedia
$40.67
▼ $0.62 (−1.50%) today
Markets closed · 5:37pm ET

Q4 2025 Earnings

Reported Feb 5, 2026, 4:06pm ET · SEC source
$-0.45
Beat +3.14%
EPS · est. $-0.46
$1.4B
Miss −32.15%
Revenue · est. $2.1B
−2.8%
Trailing market
RBLX vs S&P since report
2 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−14%−7%0Feb 5Feb 6report 4:06pm ETearnings+2.1%−10.1%
−14%−7%0Feb 5Feb 6earnings+2.1%−10.1%
RBLX −10.1%S&P 500 +2.1%
−14%−7%0Feb 5Feb 6report 4:06pm ETearnings+2.3%−10.1%
−14%−7%0Feb 5Feb 6earnings+2.3%−10.1%
RBLX −10.1%NASDAQ +2.3%
−12%−6%0Feb 4Feb 13report 4:06pm ETearnings+1.1%−13.6%
−12%−6%0Feb 4Feb 13earnings+1.1%−13.6%
RBLX −13.6%S&P 500 +1.1%
−18%−12%−6%0Feb 4Feb 13report 4:06pm ETearnings+1.6%−13.6%
−18%−12%−6%0Feb 4Feb 13earnings+1.6%−13.6%
RBLX −13.6%NASDAQ +1.6%
−3.96%
Day of report
+9.66%
Next session
+4.26%
One week
−2.87%
30 days

S&P 500 over the same 30 days: −0.06%.

Did RBLX Beat Earnings? Q4 2025 Results

Roblox Corp posted a significant revenue miss in its first quarter of fiscal 2026, reporting sales of $1.44 billion against a consensus estimate of $1.75 billion, a shortfall of 17.52%, even as the top line grew 39.3% year over year. The primary culprit was an aggressive rollout of mandatory age-checks that restricted platform communication for non-verified users and slowed new user acquisition more sharply than management anticipated, compounding the impact of Russia's platform ban in December 2025. On the bottom line, the company recorded a net loss of $248 million, wider than the $216 million loss a year ago, with a $57 million legal settlement accrual adding to the pressure; the consensus EPS estimate stood at -$0.40. Bright spots included average daily active users climbing 35% to 132 million and free cash flow rising 40% to $596 million. Looking ahead, Roblox trimmed its full-year 2026 revenue growth outlook to 20%-25% and guided Q2 revenue to $1.39 billion to $1.45 billion, flagging a sequential DAU decline as age-verification headwinds persist.

Key Takeaways
  • DAUs grew 35% YoY to 132 million; hours engaged grew 43% YoY to 31 billion
  • Average monthly unique payers increased 52% YoY to 31 million
  • Favorable user mix shift toward higher-monetizing demographics drove topline growth outpacing DAU growth
  • Content diversity strengthened: experiences outside top 10 saw 43% engagement growth YoY
  • International DAU growth of 40% YoY outside U.S. and Canada
  • O18 DAUs and Hours in the U.S. grew 40% YoY; 18-34 cohort grew over 50%
  • Cost of revenue as % of revenue declined 140 bps YoY; personnel costs ex-SBC declined 290 bps as % of revenue
  • Lower-cost platform bookings mix drove reduced payment processing fees

Forward Guidance & Outlook

Roblox lowered its full-year 2026 guidance due to continued safety-related headwinds from age-check rollouts. Full-year 2026 revenue growth is now expected at 20%-25% ($5,865M-$6,135M), bookings growth at 8%-12% ($7,330M-$7,600M), operating cash flow of $1,570M-$1,745M, and free cash flow of $1,050M-$1,275M. For Q2 2026, revenue is guided at $1,390M-$1,450M (29%-34% YoY growth), bookings at $1,550M-$1,610M (8%-12% growth), with a sequential decline in DAUs expected. The company expects consolidated net loss for the full year of $1,035M-$1,175M (excluding loss contingency accruals). Capital expenditure expectations remain unchanged. Despite near-term adjustments, management reaffirmed its long-term target of 20%+ annualized topline growth and margin expansion.

RBLX YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$500.0M$1.0B$1.5B$1.0B$1.4BRevenue$-347,641,007$-294,000,000Operating Income$-292,867,265$-248,000,000Net Income
$0$500.0M$1.0B$1.5BRevenueOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.