earnings
confidence high
sentiment positive
materiality 0.85
Roblox Q3 DAUs 151.5M (+70% YoY); Bookings $1.92B (+70%); FY2025 guidance raised
Roblox Corp
2025-Q3 EPS reported
-$1.09
revenue$3,475,530,000
- DAUs 151.5M (+70% YoY), hours 39.6B (+91% YoY); revenue $1.36B (+48% YoY), bookings $1.92B (+70% YoY).
- Net loss $257.4M; Adj EBITDA $45.7M; operating cash flow $546.2M (+121%), free cash flow $442.6M (+103%).
- FY2025 bookings guidance raised to $6.57-6.62B (50-51% YoY growth), CapEx increased to $468M.
- Creator DevEx rate increased 8.5% to $3.80/1,000 Robux; creators earned $1B in 9 months.
- Planning facial age estimation for all communication users; may impact engagement near-term.
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