Jun 2026 (Q2 FY26) — Jul 30, 2026
Roblox Q2 FY26 — Bookings Miss, Strong User Growth & AI Investments
Read the full callRoblox (RBLX) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Roblox earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,469 | +35.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -15.6 | +14.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -183 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
16 of 17 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Global rollout of age-based Roblox Kids and Select accounts | roll out globally in June | Mar 2026 | in June, we successfully rolled out age-based Roblox Kids and Select accounts | Achieved |
| Full-year 2026 bookings growth | 22% to 26% | Dec 2025 | we are not providing revised full year guidance at this time | Diluted |
| Deploy In-Experience Friend Chat | deploying in Q3 as a first step | Jun 2026 | as a first step in Q3, we'll be deploying In-Experience Friend Chat, which brings real-time text messaging directly into any Roblox game | New |
1 of Roblox Corp's 35 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 32 more targets are in the full ledger.
Claimed
- Daily Active Users (DAUs) grew 10% year-over-year to 123 million.
- Operating cash flow increased 60% year-on-year to $318 million.
- Free cash flow rose 66% year-over-year to $294 million.
- Global age-check penetration reached 57%, with U.S. under 18 at 75%.
- U.S. 18 to 34 cohort DAUs and hours are growing at approximately 40% year-on-year.
Qualified
- Bookings grew 8% to $1.6 billion, at the low end of guidance and below internal goals.
- Q3 bookings are forecast to decline 14% to 18% year-over-year, to between $1.58 billion and $1.65 billion.
- Monetization per hour was below forecast, particularly with under 13 cohorts, due to content mix shift and discovery algorithm changes.
- Q3 margin compression is expected from fixed cost deleveraging due to bookings reduction and higher infrastructure costs for AI initiatives.
Price
$50.75 +2.42% · +$1.2
Performance −61.8% 1Y
1Y: $132.92 on 17 Oct 2025 → $50.75. High $134.84 (20 Oct 2025), low $35.54 (12 Aug 2026).
- Previous close
- $49.55
- 52-week range
- $35.54 – $134.84
- One year
- −62.36%
Overview
- Symbol
- RBLX
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
16 of 17 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Global rollout of age-based Roblox Kids and Select accounts | roll out globally in June | Mar 2026 | in June, we successfully rolled out age-based Roblox Kids and Select accounts | Achieved |
| Full-year 2026 bookings growth | 22% to 26% | Dec 2025 | we are not providing revised full year guidance at this time | Diluted |
| Deploy In-Experience Friend Chat | deploying in Q3 as a first step | Jun 2026 | as a first step in Q3, we'll be deploying In-Experience Friend Chat, which brings real-time text messaging directly into any Roblox game | New |
Claimed
- Daily Active Users (DAUs) grew 10% year-over-year to 123 million.
- Operating cash flow increased 60% year-on-year to $318 million.
- Free cash flow rose 66% year-over-year to $294 million.
- Global age-check penetration reached 57%, with U.S. under 18 at 75%.
- U.S. 18 to 34 cohort DAUs and hours are growing at approximately 40% year-on-year.
Qualified
- Bookings grew 8% to $1.6 billion, at the low end of guidance and below internal goals.
- Q3 bookings are forecast to decline 14% to 18% year-over-year, to between $1.58 billion and $1.65 billion.
- Monetization per hour was below forecast, particularly with under 13 cohorts, due to content mix shift and discovery algorithm changes.
- Q3 margin compression is expected from fixed cost deleveraging due to bookings reduction and higher infrastructure costs for AI initiatives.
The full ledger
Open Roblox Corp’s full ledger
A free account opens 5 company ledgers a month. All 35 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 30, 2026
Roblox Q1 FY26 — Age-Check Headwinds Impact Guidance Despite Strong Q1 Financials
Read the full callDec 2025 (Q4 FY25) — Feb 5, 2026
Roblox Q4 FY25 — Bookings Soar 63% YoY, Driven by Engagement and Older Audience Growth
Read the full callEvery analysed call
Roblox earnings calls (RBLX)
Financials
What the filings say
Net profit, year on year: +34% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 919 | 988 | 1,035 | 1,081 | 1,360 | 1,415 | 1,442 | 1,469 |
| Expenses | 1,198 | 1,232 | 1,290 | 1,403 | 1,656 | 1,774 | 1,736 | 1,698 |
| Operating profit | -279 | -244 | -255 | -322 | -297 | -359 | -294 | -229 |
| Operating margin | −30.4% | −24.7% | −24.6% | −29.8% | −21.8% | −25.4% | −20.4% | −15.6% |
| Interest | 10 | 10 | 10 | 11 | 10 | 10 | 10 | 10 |
| Profit before tax | -240 | -218 | -215 | -279 | -257 | -317 | -247 | -183 |
| Tax rate | −0.1% | −1.2% | −0.5% | −0.4% | −0.3% | −0.3% | −0.4% | −1.1% |
| Net profit | -239 | -220 | -215 | -278 | -256 | -316 | -246 | -183 |
| EPS ($ per share) | -0.37 | — | -0.32 | -0.41 | -0.37 | — | -0.35 | -0.26 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -492 | -984 | -1,908 | -3,060 | -3,996 | -5,061 |
| Total liabilities | — | 1,735 | 3,968 | 5,070 | 6,099 | 6,966 | 9,182 |
| Fixed assets | — | 206 | 271 | 592 | 695 | 660 | 885 |
| Investments | — | — | — | 0 | 1,515 | 1,698 | 1,850 |
| Total assets | — | 1,848 | 4,561 | 5,375 | 6,168 | 7,175 | 9,557 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 99 | 524 | 659 | 369 | 458 | 822 | 1,796 |
| Cash from investing | -84 | -97 | -147 | -441 | -2,825 | -852 | -1,393 |
| Cash from financing | 53 | 165 | 1,598 | 44 | 67 | 66 | 89 |
| Net cash flow | 68 | 592 | 2,110 | -27 | -2,299 | 33 | 494 |
| Capital expenditure | -83 | -104 | -93 | -426 | -321 | -180 | -441 |
| Free cash flow | 16 | 420 | 566 | -57 | 138 | 643 | 1,355 |
RBLX operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | 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 | 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 | 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 | $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.
Insider filings
251 filings between Nov 3, 2025 and Oct 5, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$105.82M
201 sales by 10 insiders
59% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 17
- Award — granted as compensation
- 4
- Option exercise — converted options into shares
Also filed: 16 gifts, 12 other filings, 1 conversion.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Baszucki David | — | $43.52M | Aug 20, 2026 |
| Lee Anthony P | — | $18.27M | Jan 13, 2026 |
| Reinstra Mark | — | $13.30M | Oct 5, 2026 |
| Chakravarthy Arvind | — | $9.95M | Feb 20, 2026 |
| Kaufman Matthew D | — | $8.40M | Aug 20, 2026 |
| Baszucki Gregory | — | $6.62M | Oct 1, 2026 |
| CHOPRA NAVEEN K. | — | $4.06M | Aug 20, 2026 |
| BUCKLEY SEAN JACK | — | $856.5K | Aug 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 2,666 | $118.8K |
| Oct 5, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 3,000 | $131.6K |
| Oct 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 2,999 | $127.7K |
| Oct 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 3,001 | $127.8K |
| Oct 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 5,334 | $229.5K |
| Oct 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 5,332 | $229.5K |
| Sep 8, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 100 | $4.6K |
| Sep 8, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 1,920 | $85.0K |
| Sep 8, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 3,753 | $169.0K |
| Sep 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 3,153 | $128.3K |
| Sep 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 5,180 | $208.9K |
| Sep 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 3,152 | $128.3K |
| Sep 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 5,181 | $209.0K |
| Aug 31, 2026 | Wong Andrea L Director | Sale | 562 | $23.0K |
| Aug 25, 2026 | Rawlings Amy Marie Chief Accounting Officer | Sale 10b5-1 plan | 237 | $9.2K |
| Aug 24, 2026 | BUCKLEY SEAN JACK Chief People & Systems Officer | Sale 10b5-1 plan | 4,321 | $167.1K |
| Aug 20, 2026 | BUCKLEY SEAN JACK Chief People & Systems Officer | Sale | 1,327 | $51.1K |
| Aug 20, 2026 | Baszucki David President & CEO | Sale | 14,360 | $552.0K |
| Aug 20, 2026 | BUCKLEY SEAN JACK Chief People & Systems Officer | Sale | 4,280 | $161.8K |
| Aug 20, 2026 | Rawlings Amy Marie Chief Accounting Officer | Sale | 1,176 | $45.2K |
| Aug 20, 2026 | Rawlings Amy Marie Chief Accounting Officer | Sale | 3,885 | $146.9K |
| Aug 20, 2026 | Baszucki David President & CEO | Sale | 38,208 | $1.44M |
| Aug 20, 2026 | CHOPRA NAVEEN K. Chief Financial Officer | Sale | 4,702 | $180.8K |
| Aug 20, 2026 | Baszucki Gregory Director | Other | 1,296 | $0 |
| Aug 20, 2026 | CHOPRA NAVEEN K. Chief Financial Officer | Sale | 12,807 | $483.9K |
| Aug 20, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale | 13,020 | $491.8K |
| Aug 20, 2026 | KILAR JASON Director | Other | 1,296 | $0 |
| Aug 20, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale | 4,914 | $188.9K |
| Aug 20, 2026 | Kaufman Matthew D Chief Safety Officer | Sale | 3,910 | $150.4K |
| Aug 20, 2026 | Kaufman Matthew D Chief Safety Officer | Sale | 10,994 | $415.4K |
| Aug 20, 2026 | Mastantuono Gina Director | Other | 1,296 | $0 |
| Aug 19, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 6,250 | $250.0K |
| Aug 10, 2026 | Lee Anthony P Director | Gift | 50,000 | $0 |
| Aug 10, 2026 | Lee Anthony P Director | Gift | 50,000 | $0 |
| Aug 10, 2026 | Lee Anthony P Director | Gift | 100,000 | $0 |
| Aug 4, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 1,001 | $38.1K |
| Aug 4, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 7,332 | $274.1K |
| Aug 4, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 7,333 | $274.2K |
| Aug 4, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 1,000 | $38.0K |
| Jul 14, 2026 | Rawlings Amy Marie Chief Accounting Officer | Award | 6,567 | $0 |
| Jul 6, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 1,100 | $63.7K |
| Jul 6, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 3,212 | $183.8K |
| Jul 6, 2026 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sale 10b5-1 plan | 200 | $11.2K |
| Jul 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 2,250 | $129.1K |
| Jul 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 5,433 | $315.3K |
| Jul 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 650 | $36.4K |
| Jul 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 650 | $36.4K |
| Jul 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 5,433 | $315.3K |
| Jul 1, 2026 | Baszucki Gregory Director | Sale 10b5-1 plan | 2,250 | $129.1K |
| Jun 15, 2026 | Rawlings Amy Marie Chief Accounting Officer | Award | 32,275 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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