Education
About Us
Working with TipRanks
Follow Us
Roblox (RBLX)
NYSE:RBLX
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.41Last Year’s EPS
-0.32Same Quarter Last Year
Moderate Buy
Based on 23 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a very strong 2025 with outsized revenue, bookings, engagement, creator payouts, international growth, and clear technical/AI momentum. Management provided constructive 2026 guidance (22%–26% bookings growth) while acknowledging conservative assumptions (no assumed viral hit) and planned investments that may temper near‑term margin expansion. Key risks include guidance sensitivity to viral content, higher DevEx and investment‑driven margin pressure, and ongoing CapEx/cost inflation. Overall, positives materially outweigh the negatives.Company Guidance
Spectacular Full-Year Revenue and Bookings Outperformance
FY2025 revenue grew 36% year‑over‑year and bookings grew 55% year‑over‑year, materially exceeding prior guidance.
Strong Q4 Financial Results
Q4 revenue was $1.4B (up 43% YoY) and Q4 bookings were $2.2B (up 63% YoY), demonstrating continued end‑of‑year momentum.
Explosive Engagement and DAU Growth
Q4 DAUs grew 69% YoY; engagement reached 35 billion hours in Q4 (up >88% YoY); users on average engaged with over 24 unique experiences per month in 2025 (double‑digit increase vs. 2024).
Creator Economy Expansion (DevEx)
Creators earned over $1.5B in 2025 for the first time; Q4 DevEx was $477M (up 70% YoY); top 1,000 creators averaged $1.3M each (up >50% YoY).
International & APAC Strength
APAC revenue grew 96% YoY in Q4 with standout country growth: Japan +160% YoY, India +110% YoY, Indonesia >700% YoY; US & Canada grew 41% YoY.
Platform Scalability and Concurrency Records
Platform peak concurrency hit ~45 million users (August 2025); individual-game peak example: Steel of Brain Rot reached 25.4M concurrents in September 2025.
Safety Improvements and Age Verification Rollout
Rolled out facial age estimation globally (completed January 2026); achieved ~60% DAU age‑checked in initial markets (US, Australia, New Zealand, Netherlands) and ~45% global DAU penetration as of January.
Significant AI & Tech Investments Driving Discovery and Creation
Running over 400 internal AI models; capture ~30,000 years of human interaction data daily (privacy‑compliant); launched 4D generation and various cloud/streaming, compositing (Slim), native server, and matchmaking features; AI produced a double‑digit increase in unique experiences surfaced by recommendations.
2026 Guidance and Cash Flow Outlook
Management guided 2026 bookings growth of 22%–26% and expects ~26% YoY free cash flow growth at the midpoint, while funding targeted investments (AI, safety, CapEx) and landing additional GPUs.
Gross Margin Tailwinds
Q4 gross margin benefited from steering purchases to lower‑cost payment platforms and strong bookings leverage; management expects continued COGS improvements over time.
RBLX Earnings History
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 |
|---|---|---|---|
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% |
May 01, 2025 | $67.05 | $69.00 | +2.91% |
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.
FAQ
When does Roblox (RBLX) report earnings?
Roblox (RBLX) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Roblox (RBLX) earnings time?
Roblox (RBLX) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RBLX EPS forecast?
RBLX EPS forecast for the fiscal quarter 2026 (Q1) is -0.41.
