Overview
- Revenue reached about $1.35–$1.36 billion versus roughly $1.70 billion expected, sending shares down more than 10% intraday.
- Bookings climbed 70% to $1.92 billion while daily active users jumped 70% to 151.5 million and hours engaged rose 91% to 39.6 billion.
- Operating cash flow rose to $546.2 million and free cash flow to $442.6 million, reflecting stronger cash generation.
- Guidance calls for Q4 revenue of $1.35–$1.40 billion and a higher full‑year outlook of $4.82–$4.88 billion in revenue and $6.56–$6.61 billion in bookings.
- Roblox flagged higher 2025 capex and rising DevEx and safety infrastructure costs, while creators earned over $1 billion year‑to‑date and top creators averaged about $1.1 million over the past 12 months.