Roblox Q2 revenue up 36% to $1.5B, but bookings growth slows; Q3 bookings seen down 14-18%

Roblox Corp

Q2 revenue $1.5B (+36% YoY); bookings +8% YoY at low end of guidance; net loss narrowed to $185M from $280M.
Adjusted EBITDA $152M vs $18M a year ago; operating cash flow $318M (+60% YoY); free cash flow $294M (+66% YoY).
DAUs 123M (+10% YoY); Hours 29B (+5% YoY); monetization softness due to algorithm changes and mix shift to lower-monetizing content.
Q3 guidance: revenue +4-10% YoY, bookings -14% to -18% YoY; operating cash flow $110M-$175M, free cash flow $(60)M-$5M.
Board authorized $3B share repurchase; $380M repurchased in Q2; age-check penetration at 57% of DAUs.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.