US Market News
23時間前
RBLX Breaking News: Roblox Corporation Sued for Securities Fraud after Age Verification Rollout Leads to 18% Stock Drop – Investors Notified to Contact BFA LawJune 12, 2026 3:13 PM
Business Wire A securities fraud class action lawsuit has been filed on behalf of Roblox investors after its stock plummeted 18% because Roblox allegedly misled investors regarding the impact of age verification features on its business and growth potential, potentially violating federal securities laws. Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Roblox Corporation (NYSE:RBLX) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws. If you invested in Roblox, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/roblox-class-action-lawsuit. Key Details of the Roblox ($RBLX) Class Action: Lead Plaintiff Deadline: August 7, 2026 Alleged Misconduct: Securities fraud alleging that Roblox misled investors regarding the impact of age verification features on Roblox’s business and growth potential Stock Drop: May 1, 2026 – 18.33% Stock Drop Court: U.S. District Court for the Northern District of California Action: Contact BFA Law to discuss your rights Investors have until August 7, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Roblox common stock. The class action is pending in the U.S. District Court for the Northern District of California. It is captioned Mukherjee v. Roblox Corporation, et al., No. 26-cv-5489. Why is Roblox Being Sued for Securities Fraud? Roblox is a gaming and creation platform. In late-2025, Roblox introduced age verification systems to its platform. By January 2026, age verification systems were mandatory in all chat enabled regions. During the relevant period, Roblox stated that 2026 bookings would grow by 22% to 26%, which reflected Roblox’s “confidence in the adoption of our age-checking technology.” Roblox also stated that its age verification features provided “a bigger growth opportunity in the 18-plus demographic than previously assumed” and stated that its “18 and over cohort is growing at over 50%[.]” In truth, as alleged, Roblox’s age verification rollout was causing a slowdown in on-platform communication, app store rating reductions, and a considerable reduction in organic growth. Why did Roblox’s Stock Drop? On April 30, 2026, Roblox announced its Q1 2026 results and slashed bookings growth guidance from 22%-26% to 8%-12%. Roblox revealed that its age verification features reduced communication on the platform, caused a reduction in app store ratings, and were “contributing to a reduction in organic sign-ups[.]” This news caused the price of Roblox stock to decline $10.13 per share, or 18.33%, from a closing price of $55.26 per share on April 30, 2026, to $45.13 per share on May 1, 2026. Click here for more information: https://www.bfalaw.com/cases/roblox-class-action-lawsuit. What Can You Do? If you invested in Roblox, you may have legal options and are encouraged to submit your information to the firm. All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses. Submit your information by visiting: https://www.bfalaw.com/cases/roblox-class-action-lawsuit Or contact:
Adam McCall
adam@bfalaw.com
212.789.3619 Why Bleichmar Fonti & Auld LLP? BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd. For more information about BFA and its attorneys, please visit https://www.bfalaw.com. https://www.bfalaw.com/cases/roblox-class-action-lawsuit Attorney advertising. Past results do not guarantee future outcomes. View source version on businesswire.com: https://www.businesswire.com/news/home/20260612211798/en/ Adam McCall
adam@bfalaw.com
212.789.3619 Original: RBLX Breaking News: Roblox Corporation Sued for Securities Fraud after Age Verification Rollout Leads to 18% Stock Drop – Investors Notified to Contact BFA Law
US Market News
4週前
Roblox Announces Inaugural Share Repurchase ProgramMay 19, 2026 4:30 PM
Business Wire Roblox Corporation (NYSE: RBLX) today announced that its Board of Directors has authorized the repurchase of up to $3 billion of the company’s common stock with the intent to buy back up to $1 billion over the next twelve months. The program is designed to partially offset dilution from employee equity grants while preserving flexibility to invest in future growth opportunities. “Today’s authorization of Roblox’s first-ever share repurchase program is a testament to our confidence in the long-term opportunity ahead,” said Naveen Chopra, Chief Financial Officer of Roblox. “Investing in continued growth will always be our highest priority, but the strength of our balance sheet and free cash flow generation allows us to support industry leading innovation while simultaneously reducing dilution.” With this program, Roblox may repurchase shares of Class A Common Stock from time to time through open market purchases, in privately negotiated transactions, or by other means, including through the use of trading plans intended to qualify under Rule 10b5-1 under the Securities Exchange Act of 1934, as amended, in accordance with applicable securities laws and other restrictions. The share repurchase program does not have a fixed expiration date, may be suspended or discontinued at any time, and does not obligate Roblox to acquire any amount of Class A Common Stock. The timing, manner, price, and amount of any repurchases will be determined by Roblox at its discretion and will depend on a variety of factors, including business, economic and market conditions, prevailing stock prices, corporate and regulatory requirements, and other considerations. About Roblox Roblox is an immersive gaming and creation platform that offers people millions of ways to be together, inviting its community to explore, create and share endless unique games. 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. For more about Roblox, please visit corp.roblox.com. Forward Looking Statements This press release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements about the amount, timing and manner of share repurchases, the potential utilization of the shares that may be repurchased, anticipated dilution from employee equity grants and continued plans for investment in growth. These forward-looking statements are made as of the date they were first issued and were based on current plans, expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management. Words such as “continue” and “may” and variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements. Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond our control. Our actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to risks detailed in our filings with the Securities and Exchange Commission (the “SEC”), including our annual reports on Form 10-K, our quarterly reports on Form 10-Q and other filings and reports we make with the SEC from time to time. The forward-looking statements included in this press release represent our views as of the date of this press release. We anticipate that subsequent events and developments will cause our views to change. However, we undertake no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. These forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date of this press release. ROBLOX and the Roblox logo are among the registered and unregistered trademarks of Roblox Corporation in the United States and other countries. © 2026 Roblox Corporation. All rights reserved. View source version on businesswire.com: https://www.businesswire.com/news/home/20260519607199/en/ Investor Relations Contact:
Jaime Morris
Head of Investor Relations
Investors: ir@roblox.com Media Contact:
Stefanie Notaney
Senior Director, Financial and Corporate Communications
Press: press@roblox.com Original: Roblox Announces Inaugural Share Repurchase Program
iHub News
1月前
Roblox Shares Tumble 22% Premarket After Cutting Bookings ForecastMay 1, 2026 5:10 AM
IH Market News
Roblox Corp. (NYSE:RBLX) saw its shares plunge nearly 22% in premarket trading on Friday after the company sharply lowered its full-year bookings outlook, pointing to headwinds linked to its age-verification rollout, which has limited user interaction and slowed new user growth.
Q1 Results Mixed as Engagement Metrics Miss Expectations
The gaming platform reported first-quarter bookings of $1.7 billion, slightly below analyst estimates of $1.74 billion. Revenue came in at $1.4 billion, up 39% year over year but missing the $1.42 billion consensus forecast. Adjusted earnings per share of -$0.35 beat expectations of -$0.41.However, key engagement metrics disappointed. Daily active users reached 132 million, well below the expected 143.8 million, while total hours engaged stood at 31 billion, missing forecasts of 33.68 billion.
Guidance Cut Signals Slower Growth Outlook
Roblox reduced its full-year 2026 bookings guidance to between $7.33 billion and $7.6 billion, down from its previous range of $8.28 billion to $8.55 billion. The midpoint of $7.47 billion falls significantly short of the analyst consensus of $8.38 billion.For the second quarter, the company expects bookings in the range of $1.55 billion to $1.61 billion, with a midpoint of $1.58 billion, also well below the $1.88 billion market expectation.“While our aggressive push to enhance safety lowers our expectations for topline growth in 2026, it makes our platform fundamentally better and amplifies the long-term growth potential of Roblox,” the company said in its shareholder letter.
Age Verification and Regional Restrictions Weigh on Growth
The company attributed the downgrade in guidance to stronger-than-anticipated headwinds from its mandatory age-verification rollout, introduced in January. The changes have limited communication for users who have not completed age checks and slowed new user acquisition.Additionally, the platform’s ban in Russia, implemented in December 2025, has contributed to weaker growth momentum.“Top of funnel growth seems to have hit the wall following age verification rollouts, likely a phenomenon being seen across the entire U-16 social internet currently,” said Ross Sandler in a post-earnings note.“While disappointing near-term, this shouldn’t impact RBLX’s centrality to multiplayer interactive 3D gaming over the long run,” he added.
Analysts Turn Cautious Despite Strong Cash Flow
Separately, Andrew Marok downgraded the stock to Market Perform, stating that Roblox’s “guidance reset confirms that safety and discovery changes are creating larger-than-expected near-term pressure on engagement and growth.”Despite these challenges, Roblox generated $596 million in free cash flow during the quarter, up 40% year over year and ahead of the $564.5 million estimate.The company also introduced Roblox Plus, a $4.99 monthly subscription service aimed at increasing retention among its most engaged users.Roblox Corporation stock price
Original: Roblox Shares Tumble 22% Premarket After Cutting Bookings Forecast
US Market News
2月前
Roblox Announces Roblox Plus, a New Subscription Plan Offering Exclusive Platform BenefitsApril 10, 2026 11:45 AM
Business Wire
Launching April 30, Roblox Plus Provides Value for Players and Recurring Revenue for Creators
Roblox (NYSE: RBLX) today announced Roblox Plus, a new subscription plan designed to deliver more value to its users. Available globally starting April 30, 2026, for $4.99 USD per month, Roblox Plus offers discounts on purchases of in-game and avatar items as well as exclusive platform benefits. Roblox will cover these discounts, so that creators continue to make the same amount per item and can earn even more, as subscribers have the ability to spread the same number of Robux across more purchases. Roblox Plus will also benefit creators directly through expanded monetization opportunities.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260410099173/en/
“We’re always looking for new ways to deliver value to our global community,” said Enrico D’Angelo, Chief Business Officer at Roblox. “Roblox Plus is designed to reward our most engaged users while ensuring that creators continue to benefit as the platform grows. Through discounts on purchases and exclusive platform benefits, Roblox Plus helps our users stretch their Robux further while directly supporting the creators who make Roblox possible.”
New Benefits for Everyday Play
Roblox Plus offers a set of features aimed at making the Roblox experience more rewarding:
Smarter Way to Spend: Subscribers receive a 10% discount on in-game purchases, avatar items, and more. This increases to a 20% discount in the third consecutive month onward as a subscriber, rewarding continued membership.
Choose Who to Play With: Subscribers can choose who they play with through free and unlimited private servers across all supported games, while creators continue to earn.
Robux Transfers: Subscribers can send Robux to other users on the platform with no transaction fee. To help keep transfers safe, a parent or caregiver approval is required every time a user age 18 or younger sends or receives Robux. Users ages 18+ must be age-checked before they can send or receive Robux.
Marketplace Benefits: Subscribers can trade and resell, as well as publish and sell avatar items, unlocking more ways to participate in the Roblox Marketplace.
Subscribers will also receive a distinct badge on their profiles, with additional features and benefits planned following launch. Subsequent to the rollout, Roblox will add the ability for Roblox Plus subscribers to include recurring monthly Robux as a part of their subscription. This offers subscribers a convenient way to pay once for both Roblox Plus and monthly Robux.
Supporting Creators Across the Platform
Roblox Plus is designed to benefit creators alongside users. Creators will have access to new earnings opportunities tied to Plus:
Subscriber Purchases: When subscribers receive a discount on in-game items, avatars, and more, this discount is covered by Roblox. This means creators will continue to earn the same amount they do today on any individual purchase, and they can earn even more as subscribers have the ability to spread the same number of Robux across more purchases.
Paid Private Servers: Eligible creators can be rewarded when Plus subscribers spend meaningful time on a creator’s paid private server.
Bonus Robux: Creators can implement a new API that enables users to subscribe to Roblox Plus in their game, earning Robux per month for each new subscriber acquired through their game, for up to three months.
These updates are designed to support recurring revenue streams for creators who are growing their teams and building businesses on the platform.
Subscription Updates
With the introduction of Roblox Plus, Roblox will make the following updates to its existing Roblox Premium subscription:
Roblox will no longer offer new sign-ups for Roblox Premium.
Existing Premium members can continue their membership and will receive a one-month trial of Roblox Plus that they can stack on top of their existing subscription.
Beginning May 30, certain Premium benefits, including the 10% bonus on additional Robux purchases and Premium profile badge, will be discontinued.
Resources
Introducing Roblox Plus
Monetize on Roblox
About Roblox
Roblox is an immersive gaming and creation platform that offers people millions of ways to be together, inviting its community to explore, create, and share endless unique games. Roblox’s vision is to reimagine the way people come together—in a world that’s safe, civil, and optimistic. To achieve this vision, Roblox is building an innovative company that, together with the community, has the ability to strengthen the social fabric and support economic growth for people around the world. For more about Roblox, please visit corp.Roblox.com.
Roblox and the Roblox logo are among the registered and unregistered trademarks of Roblox Corporation in the United States and other countries. © 2026 Roblox Corporation. All rights reserved.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260410099173/en/
Roblox Communications
press@Roblox.com
Original: Roblox Announces Roblox Plus, a New Subscription Plan Offering Exclusive Platform Benefits
US Market News
3月前
Roblox Unveils New Programs to Power the Next Generation of GamesMarch 9, 2026 12:00 PM
Business Wire
Incubator and Jumpstart Programs will Support Ambitious Creators and Expand Footprint Among Older Audiences
Roblox, an immersive gaming and creation platform, today announced two new strategic initiatives to facilitate the creation of novel games—a new wave of games that push the boundaries of genre, gameplay, and visual style to meet the demands of Roblox's rapidly expanding audience. These experiences will feature expanded genres such as role-play games (RPG), strategy and shooters, and will introduce different gameplay mechanics and a distinct look and feel from classic Roblox games.
New age-checked data reveals a substantial opportunity within the older user cohort. As of January 31, 45% of daily active users (DAUs) have completed the age check, with 27% of this group identified as over 181. This demographic represents a significant growth driver; for example, in the U.S., the 18-34 cohort is growing at over 50%—more than double the rate of the under-18 user base—and monetizes 40% higher2.
These programs help target the rapidly growing demographic of users over 18. Leveraging new age-checked data, the company is prioritizing the creation of high-fidelity novel games across popular genres to serve an increasingly diverse, older, and high-value audience.
"The creativity of Roblox developers has always amazed us," said Vlad Loktev, Chief Creator Ecosystem Officer at Roblox. "Our vision for Roblox is to be the platform for all ages, and we are calling on ambitious creators with bold ideas to build the next generation of experiences. These new programs provide the mentorship, resources, and discovery support needed to turn those visions into commercial hits."
Empowering Creators Through New Programs
The new programs offer tailored support for different stages of development:
Roblox Incubator: A six-month, milestone-driven program designed to help experienced teams refine promising concepts of novel games into polished, scalable, commercially successful games. All program participants will gain access to Roblox subject matter experts who will provide mentorship and support, as well as help participants build an audience for their games.
Roblox Jumpstart: A continuous program designed to help creators who are new to Roblox learn the platform, and help experienced creators explore novel games. Applications for the Jumpstart program open today and will stay open on a rolling basis, and pitches for new games will kick off in person at this year’s Game Developers Conference and continue on a rolling basis. Similar to the Incubator, all Jumpstart participants will gain access to Roblox subject matter experts and assistance with on- and off-platform user acquisition programs.
Next-Generation Technology
Roblox's technology roadmap is laser-focused on providing creators with the tools to build the high-fidelity, compelling experiences that the growing older cohort expects. Features such as SLIM (Scalable Lightweight Interactive Models), Texture Streaming, and server authority allow developers to create visually stunning worlds that scale across devices.
Applications for both the Roblox Incubator and Roblox Jumpstart programs are open today. For more information on selection criteria and how to apply, visit the Roblox Newsroom.
Resources
Roblox Newsroom: Roblox Announces New Jumpstart and Incubator Programs to Help Creators Expand What’s Possible
Programs Landing Page: Build on Roblox and Reach Millions
Creator Hub
About Roblox
Roblox is an immersive gaming and creation 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. For more about Roblox, please visit corp.roblox.com.
ROBLOX and the Roblox logo are among the registered and unregistered trademarks of Roblox Corporation in the United States and other countries. © 2026 Roblox Corporation. All rights reserved.
1 Based on the age distribution of ‘age-checked' DAUs as of the 7 days ended January 31, 2026. All age-checked metrics included herein are estimates derived from limited information and evolving methodologies and are not directly comparable to historical self-reported data.
2 Growth estimate based on FY 2025 data. Estimates are based on extrapolation from data on users who have undergone age-checks, which may not be representative of actual age demographics on the platform. Specifically, we have applied the demographic distribution of our current 'age-checked' DAUs to our 'non-age-checked' DAUs to estimate engagement and monetization rates for 18-34 year olds in the U.S. Extrapolated results may not fairly represent the actual demographic split or engagement and monetization levels of the ‘non-age-checked' DAUs.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260309104894/en/
Roblox Communications
press@roblox.com
Original: Roblox Unveils New Programs to Power the Next Generation of Games
US Market News
4月前
Roblox Marks Safer Internet Day With Expanded Safety Partnerships and Commitment to Age-Appropriate CommunicationFebruary 10, 2026 12:00 PM
Business Wire
Roblox’s Safer Internet Day Highlights:
Introduces New Youth Guide to Community Standards Co-created With Roblox Teen Council
Announces New Partnership With the Mental Health Coalition and Joins Thrive Program
Reports Strong Early Adoption of Age-Check Requirement, Advancing Civil, Age-Appropriate Experiences and Communication on the Platform
Roblox Corporation (NYSE: RBLX), an immersive gaming and creation platform, today, in recognition of Safer Internet Day, reaffirmed its goal to promote safe, positive digital experiences for users of all ages by introducing a new Youth Guide to Community Standards and announcing a new partnership with the Mental Health Coalition. Alongside these efforts, Roblox remains committed to going beyond industry standards to support civil, age-appropriate communication on the platform by requiring age checks to access chat, which has shown strong early engagement from users.
“Every day, we strive to provide a safe, positive, and civil experience to our community of 144 million daily users worldwide,”1 said Matt Kaufman, Roblox’s Chief Safety Officer. “Our work never ends, and this Safer Internet Day, we are continuing to double down on our commitment to a holistic approach to online safety that combines effective and collaborative technology, clear guidance for families, and close collaboration with experts, policymakers, law enforcement, and mental health organizations.”
Youth Guide to Community Standards
To help users of all ages on the platform clearly understand our Community Standards, Roblox introduced a new Youth Guide to Community Standards, which is a resource specifically designed to resonate with younger creators and users. The guide uses conversational language and bulleted summaries to help make our safety policies more accessible. The guide was shaped in partnership with our Teen Council and attendees at the Digital Wellness Lab’s Amplify Youth Summit, who helped translate complex rules into relatable, real-world scenarios that would resonate with younger users.
As Teen Council member Hannah noted, clarity is an important deterrent for inappropriate behavior: “The best way to reduce the number of rule-breakers on a platform is to have everyone, at any reading level, equally understand what they are allowed to do and what they aren’t.”
Partnership With the Mental Health Coalition
Roblox is teaming up with the Mental Health Coalition to develop resources and support for users and parents related to civility, mental health, and well-being in gaming. Through the partnership, Roblox is joining the Mental Health Coalition’s Thrive program, which allows different online platforms to securely share signals about content related to self-harm, suicide, and eating disorders. As a member of Thrive, Roblox will be able to collaborate with other technology platforms to combat this type of harm. By partnering with the Mental Health Coalition, Roblox is expanding its robust safety network, which already includes the Tech Coalition’s Lantern program, the crisis support services of ThroughLine, and the nonprofit Robust Open Online Safety Tools (ROOST).
Commitment to Age-Appropriate Chat and Experiences
For decades, online platforms have relied on self-declared ages. Roblox is raising the bar by requiring an age check before users can access chat. Since this requirement was introduced last month, more than 45% of Roblox’s 144 million global daily active users1 have already completed an age check—a strong early signal that users are aligned with Roblox’s commitment to delivering age-appropriate experiences and functionality, including chat.
Because no system is perfect, Roblox has implemented ways for users who’ve made a mistake to update their age (for example, a parent who inadvertently completed the age-check process for their child). In addition to ID Verification, users 18 or older now have a one-time reset option in their Account Settings, to redo their age check. Parents also have a one-time opportunity to correct their child’s age via Parental Controls. Additionally, Roblox continuously evaluates user behavior using multiple signals to identify potential age mismatches, prompting additional age checks when needed. Together, these measures reflect our goal of keeping chat on Roblox age-appropriate and safe. We also encourage parents to talk to their children about online safety.
To learn more about Safer Internet Day, please visit our Civility site for useful advice and resources from our partners, as well as our Parent & Caregiver Guide, which has useful information for parents, including how to link their account to their child’s to set parental controls.
About Roblox
Roblox is an immersive gaming and creation 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. For more about Roblox, please visit about.roblox.com.
Roblox and the Roblox logo are among the registered and unregistered trademarks of Roblox Corporation in the United States and other countries. © 2026 Roblox Corporation. All rights reserved.
Source: Roblox Corporation
1 Age-check rates as of January 31, 2026.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260210985711/en/
Roblox Communications
press@Roblox.com
Original: Roblox Marks Safer Internet Day With Expanded Safety Partnerships and Commitment to Age-Appropriate Communication
iHub News
4月前
Roblox stock jumps as bookings outlook beats forecastsFebruary 6, 2026 9:30 AM
IH Market News
Shares of Roblox Corporation (NYSE:RBLX) rallied sharply on Friday, rising more than 14% in U.S. premarket trading after the gaming platform reported better-than-expected fourth-quarter results and issued full-year bookings guidance that came in well above market expectations.Roblox posted fourth-quarter bookings of $2.22 billion, comfortably ahead of the analyst consensus of $2.09 billion and up 63% year on year. Revenue increased 43% from a year earlier to $1.42 billion, although this was slightly below the $1.44 billion analysts had forecast. The company reported a loss of $0.45 per share, narrower than the expected loss of $0.48 per share.Engagement metrics remained strong. Daily active users climbed to 144 million, representing 69% year-on-year growth and topping the Street estimate of 140.39 million. Total hours engaged reached 35 billion, an 88% increase from a year earlier and well above expectations of 32.97 billion.“Fiscal 2025 was a banner year for Roblox, with results significantly exceeding both our annual guidance and our long-term targets,” said David Baszucki, CEO of Roblox. “We reached new heights across core metrics including average daily active users, Hours Engaged, revenue and bookings.”Looking ahead, Roblox struck an optimistic tone for fiscal 2026, forecasting full-year bookings in a range of $8.28 billion to $8.55 billion, surpassing the analyst consensus of $8.05 billion. Revenue is expected to come in between $6.02 billion and $6.29 billion, compared with a market estimate of $6.19 billion.For the first quarter, the company expects bookings of $1.69 billion to $1.74 billion, broadly in line with the $1.7 billion consensus, while revenue is guided at $1.37 billion to $1.42 billion versus expectations of $1.41 billion. Roblox also projected first-quarter adjusted EBITDA of $302 million to $320 million, slightly above Street expectations at the top end, and sees full-year 2026 covered adjusted EBITDA in the range of $2.0 billion to $2.17 billion.Reacting to the results, Wolfe Research analyst Shweta Khajuria pointed to a “strong beat and raise on bookings and EBITDA.”
“We remain constructive on Roblox’s long- term growth profile given the trends we are seeing now, investments the company is making, and the size of the opportunity,” she added.Analysts at Morgan Stanley, led by Matthew Cost, said Roblox “delivered strong results across the board,” noting that guidance “surprised to the upside” and supported momentum into 2026. They highlighted progress on three key investor concerns: world models and generative AI, user retention into 2026, and the effects of age verification.The company also delivered a strong cash flow performance in the fourth quarter. Operating cash flow rose 229% year on year to $607 million, while free cash flow increased 155% to $307 million, well above the analyst estimate of $159.6 million.Roblox Corporation stock price
Original: Roblox stock jumps as bookings outlook beats forecasts
US Market News
4月前
Roblox Reports Fourth Quarter and Full Year 2025 Financial ResultsFebruary 5, 2026 4:05 PM
Business Wire
Roblox Corporation (NYSE: RBLX) posted a letter to shareholders and supplemental materials containing its fourth quarter and full year 2025 financial and operational results and first quarter and full year 2026 guidance today on the Roblox investor relations website at ir.roblox.com.
Earnings Q&A Session
Roblox will host a live call to answer questions regarding its fourth quarter and full year 2025 results on Thursday, February 5, 2026 at 1:30 p.m. Pacific Time/4:30 p.m. Eastern Time. The webcast will be open to the public at ir.roblox.com or by clicking here.
About Roblox
Roblox is an immersive gaming and creation 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. For more about Roblox, please visit corp.roblox.com.
ROBLOX and the Roblox logo are among the registered and unregistered trademarks of Roblox Corporation in the United States and other countries. © 2026 Roblox Corporation. All rights reserved.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260205613874/en/
Investor Relations Contact:
Jaime Morris
Head of Investor Relations
Investors: ir@roblox.com
Media Contact:
Stefanie Notaney
Senior Director, Financial and Corporate Communications
Press: press@roblox.com
Original: Roblox Reports Fourth Quarter and Full Year 2025 Financial Results
iHub News
5月前
Roblox shares slip as analysts point to cooling user engagementJanuary 26, 2026 3:48 PM
IH Market News
Roblox Corporation (NYSE:RBLX) shares fell 2.5% on Monday after analysts raised fresh concerns about a recent pullback in user activity over the weekend.According to JPMorgan analyst Cory Carpenter, the platform’s peak concurrent users (CCUs) dropped to about 23 million over the weekend, down from roughly 26 million a week earlier. That marked the weakest Saturday peak since early June.While the game Escape Tsunami continued to add players, growing from around 3–4 million to roughly 5 million users, its momentum lagged behind that of an earlier viral title, Plants Vs. Brainrots. The gains were more than offset by a sharp decline of about 3 million CCUs in Steal a Brainrot.Data cited by Wolfe Research showed total CCUs of approximately 22.8 million, representing a 10.6% drop from the prior week’s peak. Wolfe also noted that first-quarter-to-date average CCUs stood at 16.9 million, with growth slowing to 71% year over year, compared with about 18 million and faster growth in the previous quarter-to-date period.Engagement during weekdays appeared more stable. Excluding a boost linked to the Martin Luther King Jr. holiday, non-peak usage was largely flat week over week, suggesting that a lighter weekend event schedule — rather than age verification changes — may have driven the drop in weekend traffic.Several well-known Roblox experiences also showed weakening engagement. Trailing seven-day average visits for 99 Nights in the Forest fell 7.6% week over week and nearly 40% compared with three weeks earlier. Brookhaven RP recorded a 7.3% weekly decline, while Fish It! saw a steeper drop of 19.1%.The slowdown in year-over-year engagement follows a brief period of stabilization last week, adding to investor unease about whether Roblox’s growth momentum may be starting to fade.Roblox Corporation stock price
Original: Roblox shares slip as analysts point to cooling user engagement
eastunder
2年前
Roblox (NYSE:RBLX) Exceeds Q3 Expectations, Stock Jumps 17.6%
Max Juang
Thu, October 31, 2024 at 6:25 AM MDT 5 min read
https://finance.yahoo.com/news/roblox-nyse-rblx-exceeds-q3-122504073.html
Gaming metaverse operator Roblox (NYSE:RBLX) announced better-than-expected revenue in Q3 CY2024, with sales up 28.8% year on year to $919 million. On the other hand, next quarter’s revenue guidance of $947.5 million was less impressive, coming in 2.1% below analysts’ estimates. Its GAAP loss of $0.37 per share was also 3.2% above analysts’ consensus estimates.
Roblox (RBLX) Q3 CY2024 Highlights:
Bookings: $1.13 billion vs analyst estimates of $1.02 billion (10.8% beat)
Revenue: $919 million vs analyst estimates of $884.1 million (3.9% beat)
EPS: -$0.37 vs analyst estimates of -$0.38 (3.2% beat)
EBITDA: $54.96 million vs analyst estimates of $149.8 million (63.3% miss)
Revenue Guidance for Q4 CY2024 is $947.5 million at the midpoint, below analyst estimates of $968.2 million
EBITDA guidance for the full year is $135 million at the midpoint, below analyst estimates of $667 million
Gross Margin (GAAP): 25.9%, up from 22.4% in the same quarter last year
Operating Margin: -30.4%, up from -42.1% in the same quarter last year
EBITDA Margin: 6%, down from 11.4% in the same quarter last year
Free Cash Flow Margin: 23.7%, up from 12.5% in the previous quarter
Daily Active Users: 88.9 million, up 18.7 million year on year
Market Capitalization: $27.92 billion
“Roblox’s exceptional Q3 results demonstrate the strength of our platform and the effectiveness of our growth strategies. We’re particularly proud of the progress we’ve made in empowering creators, fostering social connections, and expanding our global reach. As we look ahead, we remain committed to building the world’s largest social platform for play, and we’re confident that our continued innovation and focus on safety will drive long-term value for our shareholders and the broader Roblox community,” said David Baszucki, founder and CEO of Roblox.
Company Overview
Best known for its wide assortment of user-generated content, Roblox (NYSE:RBLX) is an online gaming platform and game creation system.
Video Gaming
Since videogames were invented in the 1970s, they have gradually taken more share of entertainment time. Ubiquitous mobile devices have powered a surge in “snackable” games that can be played on the go. Over time, games have developed more social engagement features where friends can play games together over the internet. The business models of games publishers have become less volatile due to digitization of distribution, in game monetization, and like Hollywood, an increasing dependence on surefire hit franchises. Covid driven lockdowns accelerated adoption and usage of videogames – a trend that has not slowed.
Sales Growth
A company’s long-term performance can give signals about its business quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last three years, Roblox grew its sales at an exceptional 26.5% compounded annual growth rate. This is encouraging because it shows Roblox’s offerings resonate with customers, a helpful starting point.
Roblox Total Revenue
This quarter, Roblox reported robust year-on-year revenue growth of 28.8%, and its $919 million of revenue topped Wall Street estimates by 3.9%. Management is currently guiding for a 26.3% year-on-year increase next quarter.
Looking further ahead, sell-side analysts expect revenue to grow 19.9% over the next 12 months, a deceleration versus the last three years. This projection is still noteworthy and shows the market sees success for its products and services.
When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.
User Growth
As a video gaming company, Roblox generates revenue growth by expanding both the number of people playing its games as well as how much each of those players spends on (or in) their games.
Over the last two years, Roblox’s daily active users, a key performance metric for the company, increased by 21.6% annually to 88.9 million in the latest quarter. This growth rate is among the fastest of any consumer internet business and indicates its platform's popularity is exploding.
In Q3, Roblox added 18.7 million daily active users, leading to 26.6% year-on-year growth. The quarterly print was higher than its two-year result, suggesting its new initiatives are accelerating user growth.
Revenue Per User
Average revenue per user (ARPU) is a critical metric to track for consumer internet businesses like Roblox because it measures how much revenue each user generates, which is a function of how much paying users spend on its games.
Roblox’s ARPU growth has been subpar over the last two years, averaging 1.6%. This isn’t great, but the increase in daily active users is more relevant for assessing long-term business potential. We’ll monitor the situation closely; if Roblox tries boosting ARPU by taking a more aggressive approach to monetization, it’s unclear whether users can continue growing at the current pace.
This quarter, Roblox’s ARPU clocked in at $10.34. It grew 1.7% year on year, slower than its user growth.
Key Takeaways from Roblox’s Q3 Results
We enjoyed seeing Roblox increase its number of users this quarter. We were also excited its revenue, bookings, and EPS outperformed Wall Street’s estimates. On the other hand, its full-year revenue and EBITDA guidance missed analysts’ expectations. Overall, this quarter was softer due to the weaker guidance, but the market seems very excited about the 10%+ bookings beat (bookings also accelerated from 22% year-on-year growth last quarter to 34% this quarter). The stock traded up 17.3% to $50.62 immediately following the results.
Hot Features
プレミアム
登録してリアルタイムのアラート、カスタムポートフォリオ、市場の動きを入手してください。
1984ISHERE
1月前
Monksdream
9月前
LowFloatLopes
1年前
DiscoverGold
1年前
janice shell
1年前
EarningsCentral
2年前
subslover
2年前
Bountiful_Harvest
2年前
TheFinalCD
2年前
メールアドレスで登録
