secwatch.observer — SEC 8-K summary
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Issuer:     Roblox Corp (RBLX)
CIK:        0001315098
Form:       8-K
Filed at:   2026-07-30T20:13:25+00:00
Accession:  0001628280-26-051059
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1315098/000162828026051059/0001628280-26-051059-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1315098/000162828026051059/rblx-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-051059

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