earnings
confidence high
sentiment positive
materiality 0.85
Roblox Q1 revenue $1.4B (+39% YoY), bookings $1.7B (+43% YoY); DAUs 132M
Roblox Corp
2026-Q1 EPS reported
-$0.35
revenue$1,442,000,000
- Q1 2026 revenue $1.4B (+39% YoY); bookings $1.7B (+43% YoY); operating cash flow $629M, free cash flow $596M.
- DAUs grew 35% YoY to 132M; hours engaged up 43% to 31B; O18 users (age-checked) represent 26% of DAUs.
- Age-check rollout and Russia ban (Dec 2025) tempered growth; 51% of global DAUs have age-checked.
- Launched Roblox Plus subscription at $4.99/month; increased DevEx rate to 37.8% for O18 US in-game spend.
- Second quarter and full-year 2026 guidance updated; expects near-term headwinds from safety investments.
item 2.02item 7.01item 9.01