RBLX Roblox (RBLX) Q2 FY25 earnings call
Roblox delivered a robust Q2 FY25, showcasing strong bookings and DAU growth across all regions, significantly fueled by viral content and broad ecosystem expansion. The company raised its full-year guidance, expressing confidence in its long-term strategy to capture 10% of the global gaming content market, while adopting conservative assumptions for the sustained performance of viral hits in its near-term outlook.
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RBLX operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | This call Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|---|
| Daily active users (DAU) | — | 97.8MQ1 DAUs, 97.8 million, just shy of 100 million DAUs, up 26% year-on-year.Source: earnings call transcript | 111.8MOur Q2 DAUs were 111.8 million, up 41% year-on-year.Source: earnings call transcript | 151.5MIn Q3, our DAUs hit 151.5 million.Source: earnings call transcript | — | 132MWe also saw year-over-year user and engagement growth, DAUs of 132 million, up 35% year-over-year and DAUs outside of the US and Canada grew 40%.Source: earnings call transcript | 123MWe finished the quarter with 123 million DAUs, up 10% year-over-year, and hours grew 5% to 29 billion.Source: earnings call transcript | -6.8% |
| Daily active users over 13 share | 61%+Also highlighting, as we continue to expand the range of the ages on our platform, over 61% of our total DAUs are over 13, and over 13 saw 26% year-on-year growth.Source: earnings call transcript | 62%And now our DAUs are at 62% over 13.Source: earnings call transcript | 64%+Over 64% of our DAUs total are now over 13.Source: earnings call transcript | — | — | — | — | — |
| Hours of engagement | 18.7BHours, 18.7 billion hours of engagement in Q4, up 21% year-on-year; similar, plus 50% in India and Japan.Source: earnings call transcript | 21.7BOn hours, we hit 21.7 billion hours in Q1.Source: earnings call transcript | 27.4BOn hours engaged in Q2, we had 27.4 billion hours, up 58% year-on-year.Source: earnings call transcript | 39.6BHours had similar strength, hitting 39.6 billion hours of engagement in Q3.Source: earnings call transcript | — | 31BDAUs in Japan grew 96% year-on-year in Q1 and DAUs in India grew 84% Hours Engaged were at 31 billion, up 43% year-over-year.Source: earnings call transcript | 29BWe finished the quarter with 123 million DAUs, up 10% year-over-year, and hours grew 5% to 29 billion.Source: earnings call transcript | -6.5% |
| Developer Exchange fees shared | $280MWe shared over $922 million with the developer community in 2024; and in Q4, we shared $280 million through DevEx, which is up 27% year-on-year.Source: earnings call transcript | $281MDevEx was up 39% year-on-year in Q1 at $281 million.Source: earnings call transcript | $316.4MIn Q2, DevEx was $316.4 million.Source: earnings call transcript | $427.9MAnd in Q3 through DevEx, we hit $427.9 million of DevEx, up 85%, a new record.Source: earnings call transcript | $477MAnd in Q4, DevEx was at $477 million, which was up 77 -- or 7-0% year-on-year.Source: earnings call transcript | — | — | +11.5% |
| Monthly unique payers | — | — | 23.4MMonthly unique payers in Q2 were 23.4 million, up 42%.Source: earnings call transcript | 35.8MOur monthly unique payers continues to be strong at 35.8 million, up 88% year-on-year.Source: earnings call transcript | <37MQuarterly -- monthly unique payers were nearly 37 million, which is close to a double from a year ago and up sequentially.Source: earnings call transcript | 31MMonthly unique payers increased to 31 million, up 52% compared to a year ago.Source: earnings call transcript | — | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.