RBLX
Roblox Corporation87.44
+0.48+0.55%
Dec 16, 4:00:57 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Key Stats
Market Cap
61.38BP/E (TTM)
-Basic EPS (TTM)
-1.42Dividend Yield
0%Recent Filings
8-K
Roblox Q3 revenue up 48%
Roblox crushed Q3 2025 with revenue surging 48% to $1.36 billion and bookings leaping 70% to $1.92 billion, fueled by 151.5 million DAUs—up 70% year-over-year—and 39.6 billion hours engaged, a 91% jump. Viral hits like Steal a Brainrot drove record concurrency, while international growth and creator payouts topping $1 billion in nine months supercharged the flywheel. Yet safety upgrades, including mandatory age estimation by early 2026, may dent short-term engagement. Momentum is fierce.
10-Q
Q3 FY2025 results
Roblox posted robust Q3 FY2025 revenue of $1.36B, up 48% y/y and 20% q/q (derived), fueled by higher bookings and a shift toward consumable virtual items, which hit 22% of virtual-item revenue versus 8% last year. Operating losses narrowed to $296.5M from $278.9M y/y, thanks to revenue momentum outpacing expense growth, though developer exchange fees surged 85% y/y to $427.9M amid policy tweaks like an 8.5% Robux-to-fiat rate hike. Diluted EPS held steady at -$0.37 on 697M shares, aligning with net loss figures. Cash swelled to $1.02B with $1.05B free cash flow YTD, bolstering $5.2B liquidity against $1B debt due 2030 at 3.875%. No major M&A, but new leases signal infrastructure bets. Ongoing litigation over platform safety poses reputational risks.
8-K
CPO Bronstein to exit Roblox
Roblox's Chief Product Officer Manuel Bronstein is set to depart on September 30, 2025, after notifying the company on July 28, 2025, to chase personal and entrepreneurial pursuits. He'll stick around full-time until then, pocketing his regular salary and vesting equity, then shift to advisory duties through April 13, 2026, at $61,250 monthly. This smooth handover minimizes disruption to product leadership. Yet, filling his shoes could test innovation momentum.
10-Q
Q2 FY2025 results
Roblox posted solid Q2 FY2025 results, with revenue up 21% y/y to $1.08B, fueled by higher bookings and amortization of prior deferred revenue, while gross margin held steady at 78%. Operating loss widened to $322M from $238M y/y, driven by a 52% jump in developer exchange fees to $316M amid stronger user monetization, yet Adjusted EBITDA turned positive at $18M. Cash and equivalents swelled to $995M, with free cash flow of $603M for the half-year, and long-term debt steady at $992M under the 2030 Notes. No major M&A, but liquidity remains robust. Ongoing regulatory scrutiny around child safety poses risks.
8-K
Roblox Q2 surges, raises guidance
Roblox crushed Q2 2025 with DAUs surging 41% to 111.8 million and bookings rocketing 51% to $1,437.6 million, driven by viral hits like Grow a Garden that boosted engagement across the platform. Yet net loss widened to $279.8 million amid deferred revenue timing, while free cash flow jumped 58% to $176.7 million. The company raised full-year bookings guidance to $5.87-$5.97 billion, signaling robust momentum. Leadership shakeup: Chief Product Officer Manuel Bronstein exits September 30, 2025, but advises through April 2026.
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