earnings
confidence high
sentiment positive
materiality 0.85
Roblox Q2 bookings up 51% YoY, raises FY guidance; CPO Bronstein resigning
Roblox Corp
2025-Q2 EPS reported
-$0.73
revenue$2,115,884,000
- Q2 revenue $1.08B (+21% YoY), bookings $1.44B (+51% YoY); net loss $279.8M vs $207.2M.
- Operating cash flow $199.3M (+32% YoY); free cash flow $176.7M (+58% YoY).
- DAUs 111.8M (+41%), hours 27.4B (+58%); 13+ DAUs grew 54% YoY, 64% of total.
- FY 2025 bookings guidance raised to $5.87-5.97B (+34-37% YoY, from 19-21%).
- CPO Manuel Bronstein resigns effective Sept 30, 2025; will remain advisor through Apr 13, 2026.
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