The earnings call was very positive, highlighting significant revenue and bookings growth, record user engagement, and strong developer earnings. The introduction of new features and partnerships further supports future growth. While there are some uncertainties and executive transitions noted, the positive aspects significantly outweigh the lowlights.

Company Guidance

During the Roblox Q2 2025 earnings call, the company reported substantial growth across key metrics, reflecting strong performance and increased guidance for the fiscal year. Revenue reached $1.1 billion, marking a 21% year-on-year increase, while bookings surged to $1.4 billion, up 51% year-on-year. Daily active users (DAUs) rose by 41% to 111.8 million, with substantial growth in the APAC region, which saw a 76% increase. The company also reported 27.4 billion hours engaged, a 58% rise year-on-year. Monthly unique payers hit a record 23.4 million, up 42%, with average bookings per monthly unique payer increasing by 6%. Developer exchange payments (DevEx) reached an all-time high of $316.4 million, up 52%. The call highlighted the success of viral experiences like Grow a Garden and emphasized ongoing investments in infrastructure, discovery, and economy to support creator success and target capturing 10% of the global gaming content market. Consequently, Roblox raised its fiscal year 2025 guidance, projecting revenue growth of 22% to 25% and bookings growth of 34% to 37%.

Strong Revenue and Bookings Growth

Revenue for Q2 2025 was $1.1 billion, up 21% year-on-year. Bookings were $1.4 billion, up 51% year-on-year, with strong growth across all regions including APAC at 75%.

Record Daily Active Users and Engagement

Q2 DAUs reached 111.8 million, up 41% year-on-year, with significant growth in APAC at 76%. Hours engaged were 27.4 billion, up 58% year-on-year.

Developer Exchange and Creator Earnings

DevEx was $316.4 million, up 52% year-on-year, setting a new all-time record. Top 1,000 creators averaged nearly $1 million in Roblox earnings over the last 12 months.

Introduction of New Features and Partnerships

Launched features like Trusted Connections, IP License Manager, and integrated Rewarded Video with Google. Partners include Lionsgate, Netflix, and Sega.

Raised Fiscal Year 2025 Guidance

Raised full-year 2025 revenue guidance to 22%-25% growth and bookings guidance to 34%-37% growth.

Roblox (RBLX) Earnings, Revenues Date & History

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RBLX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.53 / -	-0.37	―	―	―
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)
Feb 07, 2024	2023 (Q4)	-0.55 / -0.52	-0.48	-8.33% (-0.04)
Nov 08, 2023	2023 (Q3)	-0.49 / -0.45	-0.5	10.00% (+0.05)
Aug 09, 2023	2023 (Q2)	-0.44 / -0.46	-0.3	-53.33% (-0.16)

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
Jul 31, 2025	$124.94	$137.79	+10.28%
May 01, 2025	$67.05	$69.00	+2.91%
Feb 06, 2025	$75.47	$67.12	-11.06%
Oct 31, 2024	$43.14	$51.72	+19.89%

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.