secwatch.observer — SEC 8-K summary
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Issuer:     Roblox Corp (RBLX)
CIK:        0001315098
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001315098-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roblox Q4 bookings +63% YoY to $2.2B; DAUs 144M (+69%); guides FY26 bookings growth 22-26%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1315098/000131509826000009/0001315098-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1315098/000131509826000009/rblx-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001315098-26-000009

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer