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Dec 31, 2025
Roblox Q4 2025 Earnings Report
Roblox delivered strong top-line growth and engagement in the quarter while reporting a higher net loss.
Key Takeaways
Roblox posted strong Q4 growth in revenue, bookings, and engagement metrics, with sharp increases in DAUs and hours engaged, while operating and net losses widened due to higher costs and investments.
Revenue grew strongly year over year, driven by higher engagement and monetization.
Bookings accelerated significantly, reflecting robust user spending.
DAUs and hours engaged increased sharply, highlighting strong platform usage.
Net and operating losses widened due to increased investments and costs.
Forward Guidance
The company guided for continued strong growth into 2026, with expectations for higher revenue and bookings alongside ongoing investments.
Positive Outlook
- Expected continued growth in revenue and bookings.
- Ongoing expansion of DAUs and engagement.
- Long-term growth supported by platform innovation.
- AI initiatives expected to enhance creation and discovery.
- Strong liquidity position to support investments.
Challenges Ahead
- Net losses expected to continue in the near term.
- Margins pressured by higher infrastructure and safety investments.
- Increased capital expenditures planned.
- Engagement headwinds from age-check rollout in the short term.
- Earnings trajectory expected to be non-linear.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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