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) Q2 2026 Earnings

Reported Jul 30, 2026, 4:13pm ET · SEC source
$-0.26
Beat +21.87%
EPS · est. $-0.33 GAAP

Includes $34 million in legal settlement expenses related to youth-related consumer protection and digital safety matters with certain states, excluded from Adjusted EBITDA but included in GAAP net loss.

$1.5B
Miss −7.99%
Revenue · est. $1.6B
+12.3%
Beating market
RBLX vs S&P since report
5 quarters
Consecutive EPS beats

How Did RBLX Stock React to Q2 2026 Earnings?

% change · around the report
−20%−10%0+10%Jul 30Jul 31report 4:13pm ETearnings+0.1%−18.4%
−20%−10%0+10%Jul 30Jul 31earnings+0.1%−18.4%
RBLX −18.4%S&P 500 +0.1%
−20%−10%0+10%Jul 30Jul 31report 4:13pm ETearnings−0.2%−18.4%
−20%−10%0+10%Jul 30Jul 31earnings−0.2%−18.4%
RBLX −18.4%NASDAQ −0.2%
−20%0+20%Jul 29Aug 7report 4:13pm ETearnings+4.2%−12.9%
−20%0+20%Jul 29Aug 7earnings+4.2%−12.9%
RBLX −12.9%S&P 500 +4.2%
−20%0+20%Jul 29Aug 7report 4:13pm ETearnings+5.4%−12.9%
−20%0+20%Jul 29Aug 7earnings+5.4%−12.9%
RBLX −12.9%NASDAQ +5.4%
−26.85%
Day of report
+3.01%
Next session
+6.15%
One week
+14.24%
30 days

S&P 500 over the same 30 days: +1.97%.

Did RBLX Beat Earnings? Q2 2026 Results

Yes. Roblox reported Q2 2026 earnings of $-0.26 a share on Jul 30, 2026, beating the $-0.33 consensus estimate by 21.9%. Revenue was $1.5B against a $1.6B estimate.

Roblox posted a mixed second quarter for fiscal 2026, beating on the bottom line but falling short on revenue, as a shift in user engagement patterns weighed on monetization. GAAP diluted EPS came in at $-0.26, topping the $-0.3328 consensus by 21.87%, though results include $34 million in legal settlement expenses tied to youth-related consumer protection and digital safety matters with certain states. Revenue rose 35.9% year-over-year to $1.47 billion, missing the $1.60 billion consensus by 7.99%, as a mix shift away from high-monetizing viral games toward newer titles with lower hourly monetization, compounded by algorithm changes that prioritized retention over near-term revenue, dragged bookings to the low end of guidance. The net loss narrowed to $185 million from $280 million a year ago, and Adjusted EBITDA surged to $152 million from $18 million. Looking ahead, Roblox guided Q3 revenue of $1.41 to $1.49 billion and warned that monetization softness would persist, a cautious tone that adds fresh weight for <a href="https://247wallst.com/investing/2026/06/22/roblox-is-down-42-in-2026-will-the-pain-be-over-soon/">investors already nursing steep losses</a> in a turbulent year for the stock.

Key Takeaways
  • Revenue grew 36% YoY driven by flow-through recognition of prior period bookings over 27-month average paying user lifetime
  • Operating cash flow up 60% YoY to $318M; free cash flow up 66% to $294M
  • Adjusted EBITDA surged to $152M from $18M in Q2 2025
  • DAUs grew 10% YoY to 123 million; Hours engaged grew 5% YoY to 29 billion
  • Monthly unique payers increased 15% YoY to 27 million
  • Bookings growth of 8% YoY landed at low end of guidance due to per-hour monetization decline, particularly in younger U.S./Canada cohorts
  • Content diversification: top 10 games now ~20% of Hours, down from 30% three years ago
  • Cost of revenue as % of revenue improved 190 bps YoY; personnel costs ex-SBC improved 330 bps as % of revenue

What Was Roblox's Outlook in Q2 2026?

For Q3 2026, Roblox expects revenue of $1,413M to $1,490M (4%-10% YoY growth) and bookings of $1,576M to $1,653M (14%-18% YoY decline). Consolidated net loss is guided at $348M to $307M. Adjusted EBITDA is expected between $0 and $41M. Operating cash flow is expected at $110M to $175M, with free cash flow ranging from $(60)M to $5M, reflecting back-half loaded capital expenditures of approximately $170M and a ~$40M YoY working capital headwind from creator payout timing. Monetization softness observed in Q2 is expected to persist in Q3. The company dropped full-year guidance, accelerating its previously announced transition to quarterly-only guidance, citing non-linear growth trajectory and foundational platform investments. Long-term conviction in 20%+ compounded topline growth remains unchanged.

RBLX YoY Financials

Q2 2026 vs Q2 2025 · SEC filings Q2 2025 Q2 2026
$0$500.0M$1.0B$1.5B$1.1B$1.5BRevenue$844.6M$1.2BGross Profit$-177,546,906$-229,000,000Operating Income$-138,535,270$-185,000,000Net Income
$0$500.0M$1.0B$1.5BRevenueGross ProfitOperating IncomeNet Income
RBLX income statement, Q2 2026 versus Q2 2025
Metric Q2 2026 Q2 2025 Year over year
Revenue $1.5B $1.1B +35.9%
Gross Profit $1.2B $844.6M +39.4%
Operating Income −$229.0M −$177.5M +29.0%
Net Income −$185.0M −$138.5M +33.5%

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