Roblox (RBLX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 12, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.35

Last Year’s EPS

-0.41

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 25 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mix of strong operating results and ambitious long-term investments alongside clear near-term headwinds. Q1 showed robust revenue (+39%), bookings (+43%), exceptional cash-flow improvements, meaningful payer and engagement growth, expanding content diversity, and substantial AI/technology progress. However, strategic safety changes (global age checks and communication banding), discovery adjustments, and resulting reductions in app-store ratings have produced top-of-funnel weakness, a slowdown in DAU growth, and forced management to materially lower full-year bookings and revenue guidance. Management emphasized confidence in the long-term payoff from safety, creator incentives (higher DevEx for 18+), and platform innovation, but acknowledged continued short-term friction and margin pressure.

Company Guidance

Roblox lowered full‑year guidance after a strong Q1 (revenue $1.4B, +39% YoY; bookings $1.7B, +43% YoY) and robust cash generation (operating cash flow $629M; free cash flow $596M, +4,240% YoY) to now expect full‑year revenue growth of 20–25% and bookings growth of 8–12%, assuming DAUs continue to contract into Q2 and return to sequential growth in Q3 (no major viral hits assumed). Management said engagement and monetization remain stable — Q1 DAUs 132M (+35% YoY), monthly unique payers 31M (+52%), and hours 31B (+43%) — but age‑check rollout (51% of global DAUs age‑checked; 65% U.S.; 70% Australia) and related communication/discovery impacts are driving the bookings headwind; over‑18 users are roughly a quarter of age‑checked DAUs. The bookings revision will pressure margins largely via fixed‑cost deleveraging (about one‑quarter of the margin impact attributable to the increased DevEx for 18+), CapEx guidance is unchanged, and management expects back‑half bookings to be low‑single‑digit given comps.

Strong Q1 Top-Line Growth

Revenue of $1.4B, up 39% year-over-year; Bookings of $1.7B, up 43% year-over-year (noted as roughly twice the company’s long-term trajectory).

Massive Cash Flow Improvement

Operating cash flow of $629M and free cash flow of $596M, each up ~4,240% year-over-year.

Robust Payer and Engagement Expansion

Monthly unique payers reached 31M (+52% YoY); DAUs were 132M (+35% YoY). Hours of engagement were 31 billion, up 43% YoY. Strong international growth: DAUs outside U.S./Canada +40%; hours outside U.S./Canada +50%; Japan DAUs +96% and hours +101%; India DAUs +84% and hours +91%.

Improving Content Diversity and Creator Health

Games outside the top 10 saw 43% growth in engagement and 41% growth in spending; titles outside the top 10 accounted for 65% of spending growth, indicating reduced concentration and healthier creator distribution. ~100 novel games are in an internal incubator program.

Safety Leadership and Age-Check Rollout

Global rollout of age checks to access chat (first large platform to do so). Through Q1, ~51% of global DAUs have age checked; U.S. ~65%, Australia ~70%. Kids and age-based accounts planned to roll out (global rollout expected in June) to improve long-term safety and civility.

Targeted Incentives for 18+ Market

Announced increase in DevEx for U.S. age-checked 18+ users from 26.6% to 37.8% (effective June 8) to accelerate novel, older-audience games. U.S. 18–34 cohort grew over 50% YoY and over-18 users spend ~50% more than under-18 users.

Significant AI and Tech Innovation

Announced Roblox Reality Project (patent-pending architecture for photoreal multiplayer); running 400+ models at >1.5M inferences/sec; Roblox Studio 'agentic' AI features live with creators—nearly half of the top 1,000 creators leverage the company’s Assistant or MCP; new R15+ avatar framework, mesh/texture streaming, NPC testing agents, and other technical milestones.

Roblox (RBLX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RBLX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2026	2026 (Q2)	-0.35 / -	-0.41	―	―	―
Apr 30, 2026	2026 (Q1)	-0.41 / -0.35	-0.32	-9.37% (-0.03)
Feb 05, 2026	2025 (Q4)	-0.47 / -0.45	-0.33	-36.36% (-0.12)
Oct 30, 2025	2025 (Q3)	-0.49 / -0.37	-0.37	0.00% (0.00)
Jul 31, 2025	2025 (Q2)	-0.36 / -0.41	-0.32	-28.12% (-0.09)
May 01, 2025	2025 (Q1)	-0.40 / -0.32	-0.43	25.58% (+0.11)
Feb 06, 2025	2024 (Q4)	-0.45 / -0.33	-0.52	36.54% (+0.19)
Oct 31, 2024	2024 (Q3)	-0.38 / -0.37	-0.45	17.78% (+0.08)
Aug 01, 2024	2024 (Q2)	-0.39 / -0.32	-0.46	30.43% (+0.14)
May 09, 2024	2024 (Q1)	-0.53 / -0.43	-0.44	2.27% (+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RBLX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2026	$55.26	$45.13	-18.33%
Feb 05, 2026	$60.57	$66.42	+9.66%
Oct 30, 2025	$133.74	$113.00	-15.51%
Jul 31, 2025	$124.94	$137.79	+10.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.