Companies · RBLX
Roblox
AI-generated · informational only · not investment advice · verify before relying.
Latest analysis
Updated Oct 29, 2026
Roblox Q3 2026: DAUs hit 138M and bookings beat high end of guidance, but Q4 guided down 10-15% YoY on tough comps and GTA VI headwind
Roblox delivered Q3 2026 bookings above the high end of guidance, driven by seasonally adjusted retention reaching its highest level since 2021 and 138 million DAUs — up 12% quarter-over-quarter. The company is executing two structurally significant platform bets: 'Roblox Everywhere,' which will allow top titles to publish as standalone apps into major app stores (Phase 1 targeting H1 2027), and a 'Universal Player' designed to import and run any existing PC, console, or mobile game directly onto the platform. Q4 bookings guidance of negative 10-15% year-over-year reflects tough 2025 comps, expected GTA VI launch headwinds, and no assumed monetization improvement — management's midpoint implies 26% two-year annualized bookings growth.
Tone: mixedRevenue
$4.9B
RBLX 10-K · FY 2025
Employees
3,065
Revenue FY2024
$3.6B
Founded
2004
Profile
RBLX 10-K Item 1 · Feb 11, 2026Roblox operates an immersive gaming and creation platform that enables users to explore user-generated experiences and creators to build, publish, and monetize content. The platform is built on three components — Roblox Client, Roblox Studio, and Roblox Cloud — and generates revenue primarily through the sale of its virtual currency, Robux. With 127 million average daily active users across more than 180 countries in 2025, Roblox runs a two-sided marketplace connecting creators and users through compounding network effects.
Read filing description ↓ Collapse description ↑
Roblox is an immersive gaming and creation platform (the 'Roblox Platform' or 'Platform') that offers people millions of ways to be together, inviting its community to explore, create, and share endless unique experiences. Our vision is to reimagine the way people come together — in a world that's safe, civil, and optimistic. To achieve this vision, we are building an innovative company that, together with the Roblox community, has the ability to strengthen our social fabric and support economic growth for people around the world. Our Platform consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud. Roblox Client is the application that allows users to seamlessly explore immersive experiences. Roblox Studio is the free toolset that allows creators to build, publish, and operate immersive experiences and other content accessed with the Roblox Client. Roblox Cloud includes the services and infrastructure that power our Platform. Our mission is to connect a billion users with optimism and civility. We are constantly improving the ways in which our Platform supports shared experiences, ranging from how these experiences are built by an engaged community of creators to how they are enjoyed and safely accessed by users across the globe. We also believe there is a strong potential to capture a greater percentage of the global gaming market within the Roblox ecosystem. Our goal is to make it as easy as possible for creators to build better and safer experiences, including games, and ultimately reach more users. Growth at Roblox has been driven primarily by a significant investment in technology and two mutually reinforcing network effects: content and connections.
Primary products
- Roblox Client
- Roblox Studio
- Roblox Cloud
- Roblox Premium
- Robux
- Creator Store
End markets
Geographies
Named competitors
“We are able to compete for these users based on our variety of content, personalized user experience, and various engagement features.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenue grew from $3.60 billion in 2024 to $4.89 billion in 2025, driven by growth in daily active users and increasing monetization across the platform.
The rest of RBLX is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.