RBLX
NYSE · Technology · Electronic Gaming & Multimedia · US
Research · Oct 30, 2026
Roblox (RBLX) Q3 2026 Earnings: Revenue Up 16% as Bookings Fall 12%
Roblox Q3 2026 revenue rose 16% to $1.572 billion, beating guidance as deferred revenue offset a 12% bookings decline; Q4 adjusted EBITDA is guided negative.
Research · Oct 26, 2026
[RBLX] Roblox: Q3 2026 Earnings Test Bookings as Spend per Hour Falls
Roblox Q2 2026 bookings rose just 8% to $1.557B as spend per hour fell; Q3 earnings test whether bookings hold the guided 14%-18% decline as users return.
Research · Sep 3, 2026
[RBLX] Roblox Thesis 2026: Bookings Surge as Platform Expands Beyond Core Demographics
Roblox FY25 (Dec 31, 2025) at $4.89B revenue (+36%). Bookings $2.2B Q4 (+63%); FY +55%. Q4 DAUs +69%, engagement hours 35B (+88%). Q4 monthly unique payers ~37M. APAC extreme growth (Japan +160%, Indonesia >700%). Facial age estimation global rollout Jan 2026. FY26 guide: bookings +22-26%, FCF +26% midpoint, capex up on GPUs + memory.