Earnings Releases·Oct 29, 2026, 4:10 PM ET

Roblox — Q3 2026 Earnings Summary

Revenue grew 16% year-over-year to $1.6 billion, while bookings of $1.7 billion missed the high-end of guidance and declined 12% year-over-year; consolidated net loss narrowed to $230 million from $258 million, and adjusted EBITDA improved to $138 million from $46 million.
Q4 2026 guidance projects revenue growth of 4% to 12% year-over-year but bookings declines of 10% to 15%, with free cash flow expected to turn negative between $(190) million and $(105) million due to a capital expenditure timing shift.
The company repurchased 4.4 million shares for approximately $200 million in Q3, leaving $2.4 billion in remaining authorization, while total cash, equivalents, and investments rose $1.0 billion year-over-year to $6.2 billion.
Daily Active Users reached 138 million, up 12% quarter-over-quarter but down 9% year-over-year, with O18 users representing 29% of global age-checked DAUs and international markets showing strong growth in Japan, India, and Saudi Arabia.
Strategic initiatives include the planned early access launch of Roblox Reality in H1 2027, the rollout of Roblox Everywhere in H1 2027, and the broader release of the "Build" tool, alongside significant investments in AI-driven content creation and safety infrastructure.