{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-028882","form_type":"8-K","ticker":"RBLX","cik":"0001315098","company_name":"Roblox Corp","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.116471+00:00","generated_at":"2026-05-15T00:35:18.830447+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Roblox Q1 revenue $1.4B (+39% YoY), bookings $1.7B (+43% YoY); DAUs 132M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-028882","json":"https://secwatch.observer/filing/0001628280-26-028882.json","markdown":"https://secwatch.observer/filing/0001628280-26-028882.md","text":"https://secwatch.observer/filing/0001628280-26-028882.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1315098/000162828026028882/0001628280-26-028882-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1315098/000162828026028882/rblx-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:35:18.830447+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e6a1d6e383edc8c0076d218476d42719338b78a1","claim":"Roblox Corp reported the first quarter ended March 31, 2026 results: revenue $1.4 billion. Guidance lowered.","evidence_excerpt":"our ambitious target of capturing 10% of the global gaming​ ​content market and an even greater share of the U.S. market. In Q1 2026, revenue grew 39%​ ​year-over-year to $1.4 billion and bookings grew 43% year-over-year to $1.7 billion. We generated​ ​$629 million in operating cash flow, up 42% year-over-year, and $596 million in free cash flow, up​ ​40%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1315098/000162828026028882/0001628280-26-028882-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$1.4 billion"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}