Overview
- Roblox reported $1.4 billion in quarterly revenue, up 48% year over year, as bookings jumped 70% and full-year bookings guidance rose to 50%–51%.
- Daily active users reached 151.5 million, up 70% year over year, with 39.6 billion hours engaged, up 91%, and users aged 13 and older grew 89%.
- The company is broadening monetization beyond Robux to include advertising and regional pricing for Game Passes and Marketplace items.
- Expanded regional pricing increased payer penetration in markets such as Indonesia by introducing lower, market-specific price points.
- Analysts highlight that sustaining the stock’s premium valuation depends on Roblox demonstrating a path to consistent profitability.