secwatch.observer — SEC 8-K summary
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Issuer:     Roblox Corp (RBLX)
CIK:        0001315098
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001628280-26-028882
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roblox Q1 revenue $1.4B (+39% YoY), bookings $1.7B (+43% YoY); DAUs 132M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1315098/000162828026028882/0001628280-26-028882-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1315098/000162828026028882/rblx-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-028882

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