Roblox — Q3 2026 Earnings Summary

Roblox reported third-quarter 2026 revenue of $1.6 billion, a 16% increase year-over-year, while bookings declined 12% to $1.7 billion due to comparisons with the prior year's extraordinary growth. Daily active users grew 12% quarter-over-quarter to 138 million, with the 18-and-over demographic representing 29% of global age-checked users and monetizing 50% more than younger cohorts. The company is accelerating AI adoption in game creation, with over 80% of top games utilizing AI tools, and is launching initiatives like Roblox Everywhere and the Universal Player to expand content distribution and import external games. Looking ahead to Q4 2026, Roblox forecasts revenue growth between 4% and 12% year-over-year and bookings to decline by 10% to 15%.