Companies /Communication Services
Roblox Corporation - Class A
NYSE: RBLX Electronic Gaming & Multimedia
$42.99
▼ $9.47 (−18.05%) today
Markets closed · 4:40am ET

Roblox (RBLX) Q1 2026 Earnings

Reported Apr 30, 2026, 4:08pm ET · SEC source
$-0.35
Beat +13.30%
EPS · est. $-0.40 GAAP

Includes $57 million of legal settlement expenses related to youth-related consumer protection and digital safety matters with certain states

$1.4B
Miss −17.52%
Revenue · est. $1.7B
−7.9%
Trailing market
RBLX vs S&P since report
5 quarters
Consecutive EPS beats

How Did RBLX Stock React to Q1 2026 Earnings?

% change · around the report
0+10%+20%+30%Apr 30May 1report 4:08pm ETearnings+0.1%+6.4%
0+10%+20%+30%Apr 30May 1earnings+0.1%+6.4%
RBLX +6.4%S&P 500 +0.1%
0+10%+20%+30%Apr 30May 1report 4:08pm ETearnings+0.9%+6.4%
0+10%+20%+30%Apr 30May 1earnings+0.9%+6.4%
RBLX +6.4%NASDAQ +0.9%
0+20%Apr 29May 8report 4:08pm ETearnings+2.5%−3.3%
0+20%Apr 29May 8earnings+2.5%−3.3%
RBLX −3.3%S&P 500 +2.5%
0+20%Apr 29May 8report 4:08pm ETearnings+6.5%−3.3%
0+20%Apr 29May 8earnings+6.5%−3.3%
RBLX −3.3%NASDAQ +6.5%
−18.33%
Day of report
+5.41%
Next session
−7.13%
One week
−3.21%
30 days

S&P 500 over the same 30 days: +4.66%.

Did RBLX Beat Earnings? Q1 2026 Results

Yes. Roblox reported Q1 2026 earnings of $-0.35 a share on Apr 30, 2026, beating the $-0.40 consensus estimate by 13.3%. Revenue was $1.4B against a $1.7B estimate.

Roblox delivered a split-quarter story in Q1 2026, beating on earnings while falling well short on revenue, then rattling investors with a trimmed full-year outlook that sent shares sharply lower. GAAP diluted EPS came in at $-0.35, including $57 million in legal settlement expenses tied to youth-related consumer protection and digital safety matters with certain states, still beating the $-0.4037 consensus by 13.30%. Revenue of $1.44 billion grew 39.3% year-over-year but trailed the $1.75 billion consensus by 17.52%, with management pointing to a mandatory age-verification rollout as the primary culprit, a policy that restricted on-platform communication for unverified users and throttled new user acquisition. Operationally, the platform showed genuine strength, with daily active users climbing 35% to 132 million and hours engaged rising 43% to 31 billion. Still, Roblox cut its full-year 2026 revenue growth outlook to 20%-25%, implying $5.87 billion to $6.13 billion, while reaffirming a long-term target of 20%-plus annualized topline growth and expanding margins.

Key Takeaways
  • DAUs grew 35% YoY to 132 million; Hours engaged increased 43% YoY to 31 billion
  • International DAU growth of 40% YoY outpaced U.S./Canada growth of 17%
  • Average monthly unique payers grew 52% YoY to 31 million
  • Favorable shift in user mix toward higher-monetizing demographics drove topline growth outpacing DAU growth
  • O18 users in the U.S. grew 40% YoY in DAUs and Hours; 18-34 cohort grew over 50%
  • Experiences outside the top 10 saw 43% growth in engagement and 41% growth in Robux spending YoY
  • Cost of revenue as a % of revenue declined 140 bps YoY; personnel costs ex-SBC declined 290 bps as % of revenue
  • Bookings grew 43% YoY to $1.7 billion

What Was Roblox's Outlook in Q1 2026?

Roblox updated its full-year 2026 guidance downward due to continued safety-related headwinds from the age-check rollout. Full-year 2026 revenue is now expected to grow 20%-25% ($5,865M-$6,135M), with bookings growth of 8%-12% ($7,330M-$7,600M). Full-year consolidated net loss is guided at $1,035M-$1,175M (excluding future loss contingency accruals). Adjusted EBITDA is expected at $185M-$325M. Operating cash flow is guided at $1,570M-$1,745M and free cash flow at $1,050M-$1,275M. For Q2 2026, revenue is expected at $1,390M-$1,450M (29%-34% growth), bookings at $1,550M-$1,610M (8%-12% growth), with a sequential decline in DAUs expected. The company reiterated its long-term target of 20%+ annualized topline growth and margin expansion, inclusive of DevEx increases.

RBLX YoY Financials

Q1 2026 vs Q1 2025 · SEC filings Q1 2025 Q1 2026
$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
RBLX income statement, Q1 2026 versus Q1 2025
Metric Q1 2026 Q1 2025 Year over year
Revenue $1.4B $1.0B +39.3%
Operating Income −$294.0M −$347.6M −15.4%
Net Income −$248.0M −$292.9M −15.3%

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