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Roblox
Roblox (RBLX) investor relations material
Roblox Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Achieved 43% year-over-year revenue growth to $1.4B and 63% bookings growth to $2.2B in Q4 2025, with full-year revenue up 36% and bookings up 55%, both exceeding guidance.
Daily active users (DAUs) reached 144M in Q4 2025, up 69% year-over-year, with engagement hours up 88% to 35B.
Platform engagement peaked at 45M concurrent users, with viral hits like Steal a Brainrot reaching 25.4M concurrents.
Net loss widened to $318M in Q4 2025, while adjusted EBITDA was $3M and free cash flow reached $307M, up 155% year-over-year.
Strategic focus on expanding older audiences, leveraging AI for content and safety, and enhancing monetization and creator economics.
Financial highlights
U.S. and Canada bookings grew 41% year-over-year; APAC bookings surged 96%, with Japan up 160%, India 110%, and Indonesia over 700%.
Developer exchange (DevEx) payouts in Q4 were $477M, up 70% year-over-year, and represented 33.7% of revenue.
Top 1,000 creators averaged $1.3M in earnings, up 50% year-over-year.
Net cash and cash equivalents from operating activities were $607M, up 229% year-over-year.
Free cash flow for Q4 2025 was $307M, a 155% increase year-over-year; total cash and investments at year-end: $5.5B.
Outlook and guidance
Full year 2026 revenue guidance: $6.02B–$6.29B (23–29% YoY growth); bookings: $8.28B–$8.55B (22–26% YoY growth).
Q1 2026 revenue guidance: $1.37B–$1.42B; bookings: $1.69B–$1.74B.
Margins projected to be flat at high end of guidance, with slight decline at low end due to higher DevEx rates and investments in AI and safety.
Free cash flow for 2026 projected at $1.60B–$1.82B, up 26% year-over-year at midpoint.
Company will discontinue annual guidance after 2026, shifting to quarterly updates due to unpredictability of viral content.
Age-check impact on engagement recovery timeline?
Quantify AI's impact on creator content velocity?
Rationale for ending annual guidance in 2027?
How AI drives 18+ growth in high-monetizing genres?
Strategic implications of 2027 quarterly guidance
Scaling strategy for high-growth international markets
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Next Roblox earnings date
Q1 202630 Apr, 2026
Roblox
Next Roblox earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Building a Business Block by Block
Roblox is an online platform and community that allows users to create, share, and play games and virtual experiences. Roblox, the company, was founded in 2004 and has since become one of the largest user-generated content platforms in the world. With millions of active users, Roblox offers a diverse range of games and experiences across various genres, created by both professional developers and individual users. The platform provides tools and resources for users to build their own games and interact with other players in a social environment. Roblox is accessible on various devices and has gained popularity, particularly among younger audiences, as a platform for creativity, socializing, and immersive gaming experiences.
Born from an educational tool
Roblox was founded in 2004 by David Baszucki and Erik Cassel under the name "DynaBlocks" before it was later renamed to Roblox. Initially, it was created as a physics-based educational tool, allowing users to build and interact with virtual objects. Over time, Roblox evolved into a user-generated online gaming platform, where players could create their own games and experiences. The platform gained significant popularity, attracting millions of users, and experienced rapid growth, especially among younger demographics. Roblox went public on the New York Stock Exchange through a direct listing in 2021.
The game itself
Roblox is an online gaming platform that allows users to play, create, and share their own virtual worlds and games. Players can explore a vast array of user-generated content and participate in various activities, such as role-playing, building, and competing with others. The platform provides a wide range of tools and resources for creation, enabling users to design their own games. Roblox operates on a social and interactive basis fostering a community-driven environment where players can connect and collaborate and this has been a big part of its success. Roblox has become a mainstay in the gaming community, but unlike other companies such as Ubisoft, EA, and Take-Two Interactive Roblox is laser-focused on one title.
How Roblox makes its money
Roblox generates revenue primarily through its virtual economy, driven by the sale of virtual in-game items and accessories. Players can purchase these items using Robux, the platform's virtual currency, which can be obtained through various means, including purchasing with real money or participating in the Roblox Developer Exchange program. In addition to virtual transactions, Roblox incorporates advertising within its platform, providing opportunities for brands to reach its extensive user base. Furthermore, Roblox offers a premium subscription service called Roblox Premium, providing subscribers with exclusive benefits, such as a monthly Robux allowance and access to premium features within the game.
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