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Mar 31, 2025
Roblox Q1 2025 Earnings Report
Roblox posted strong Q1 2025 results, with significant bookings growth, despite recording a net loss.
Key Takeaways
Roblox exceeded expectations in Q1 2025 with record bookings and free cash flow, reflecting strong platform monetization and developer engagement, though it continued to report a net loss.
Bookings grew to $1.21 billion, up 31% year-over-year.
EPS came in at $(0.32), showing improvement from last year.
Net loss narrowed to $215.1 million from $270.6 million.
Free cash flow surged to $426.5 million, boosted by deferred developer payouts.
Forward Guidance
Roblox expects Q2 2025 bookings and free cash flow to remain strong, despite ongoing net losses due to growth investments.
Positive Outlook
- Bookings guidance for Q2 2025 between $1.165B and $1.19B.
- Free cash flow projected between $105M and $120M.
- Operating cash flow forecasted at $160M to $175M.
- Adjusted EBITDA expected between $25M and $45M.
- Platform monetization and creator earnings continue to grow.
Challenges Ahead
- Net loss guidance for Q2 2025 between $268M and $288M.
- Developer payout delayed from Q1 will reduce Q2 cash flow.
- High stock-based compensation persists.
- Infrastructure and trust & safety costs remain elevated.
- Company remains in a net loss position despite topline strength.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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