earnings
confidence high
sentiment positive
materiality 0.85
Roblox Q4 bookings +63% YoY to $2.2B; DAUs 144M (+69%); guides FY26 bookings growth 22-26%
Roblox Corp
2025-FY EPS reported
-$1.54
revenue$4,890,551,000
- Q4 revenue $1.4B (+43% YoY), bookings $2.2B (+63% YoY); DAUs 144M (+69%), Hours 35B (+88%).
- FY25 revenue $4.9B (+36% YoY), bookings $6.8B (+55% YoY), operating cash flow $1.8B.
- Guides FY26 revenue growth 23-29%, bookings growth 22-26%; Adjusted EBITDA $30-198M, FCF $1.6-1.8B.
- Age-check rollout at 45% penetration; mid-single-digit engagement headwind, but unlocks O18 monetization (40% higher).
- MUP nearly doubled to 36.7M; top 1,000 creators earned avg $1.3M, up 50% YoY.
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