10-K · February 11, 2026
Roblox reports continued top-line and engagement expansion in 2025 with 127 million average DAUs and 123.9 billion hours engaged (2.7 hours per DAU/day). Aggregate 2025 revenues (sum of quarterly results) were about…
Earnings analysis · 10-Q
RBLX earnings analysis
Filed April 30, 2026 · Our reading of the company's report
The latest report
Roblox Corporation reported Q1 2026 revenue of $1.44 billion, surpassing last year by 39%, though it fell short of estimates by 7.8%. EPS of -$0.35 exceeded expectations of -$0.41, driven by improved cash flow and a…
Read full summary
Roblox Corporation reported Q1 2026 revenue of $1.44 billion, surpassing last year by 39%, though it fell short of estimates by 7.8%. EPS of -$0.35 exceeded expectations of -$0.41, driven by improved cash flow and a recovery in daily active users. However, the company revised its guidance for lower revenue growth due to ongoing regulatory and safety headwinds.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.35
What stood out
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Revenue Growth by 39% YoY
Quarterly revenue reached $1.44 billion, a 39% increase from $1.04 billion in Q1 2025.
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EPS Exceeds Expectations
Reported EPS of -$0.35 beat the consensus forecast of -$0.41.
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Strong Operating Cash Flow
Operating cash flow was $629 million, up from $444 million year-over-year, a 42% increase.
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Increase in Daily Active Users
Average Daily Active Users increased to 132 million from 83 million in Q1 2025.
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Deferred Revenue Growth
Deferred revenue for the quarter rose to $996 million, suggesting strong future revenue recognition.
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Improved Gross Margin
Gross margin improved to 78.7% in Q1 2026 from 77.4% in Q1 2025.
What to watch
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Significant Increase in Legal Expenses
General and administrative expenses rose 76% YoY to $209 million, primarily due to $57 million in legal settlements.
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High Dependence on User Engagement
With 83% of DAUs coming from outside the U.S., any geopolitical or regulatory changes could hurt international revenue.
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Regulatory Headwinds Impacting Growth
Current guidance indicates slower revenue growth of 20%-25% due to increased scrutiny and changing regulations.
Management's outlook
Expecting revenue growth of 20%-25% for the year, down from previous estimates.
Earlier filings 4
10-K · February 18, 2025
Roblox emphasizes growth driven by two network effects — user-generated content and social connections — and reports large scale engagement (82.9 million average DAUs and 73.5 billion hours engaged in 2024). The company…
10-Q · October 31, 2024
Roblox reported Q3 revenue of $918,953 (thousands), up 28.8% year-over-year from $713,225, with gross margin roughly stable at ~77.7% and operating loss narrowing versus the prior year. EPS improved to $(0.37) from…
10-Q · November 8, 2023
Roblox reported Q3 revenue of $713.225M (three months ended September 30, 2023), up from $517.707M a year earlier, while reporting a GAAP diluted loss per share of $(0.45) (improved vs $(0.50) in Q3 2022). Operating…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.