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Sep 30, 2025
Roblox Q3 2025 Earnings Report
Roblox reported strong Q3 2025 results with record user engagement and a significant increase in bookings and revenue.
Key Takeaways
Roblox delivered an impressive quarter marked by explosive user growth and engagement, strong top-line performance, and substantial progress toward monetization. Despite a net loss, operating cash flow and free cash flow surged, underlining the platform’s scalability.
Forward Guidance
Roblox raised its Q4 2025 and full-year bookings guidance, reflecting strong platform momentum, but noted potential near-term margin pressure from safety and infrastructure investments.
Positive Outlook
- Raised Q4 bookings guidance to $2.0–$2.05 billion
- Full-year 2025 bookings growth now expected at 50–51%
- Expected free cash flow for FY25 between $1.15–$1.18 billion
- Continued viral hits contributing to strong engagement
- Infrastructure scaling to meet higher demand
Challenges Ahead
- Expected Q4 net loss between $345–$375 million
- Q4 adjusted EBITDA could range from -$20M to +$10M
- Higher CapEx guidance for Q4 at $325 million
- Anticipated operating margin decline in 2026
Historical Earnings Impact
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Avg. Return Before/After Earnings
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