NYSE$RBLX

Roblox Corp. · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Roblox reported Q1 2025 revenue of $1.04B with a net loss of $215.1M and diluted EPS of $(0.32).

Revenue rose 29% to $1.04 billion as bookings and deferred revenue amortization accelerated. The net loss was $215.1 million; diluted EPS was $(0.32) versus $(0.43) a year ago. Daily active users and engagement hours grew with older demographic expansion.

  • Q1 revenue $1.04B (+29% YoY).
  • Net loss $215.1M; diluted EPS $(0.32).
  • Bookings growth and paying user monetization.
  • Developer economics and UGC content flywheel.
  • Infrastructure and trust-and-safety investment ongoing.

Headline financials

Total Revenue

$1.04B

Previous: $801M+29.2%
EPS (adj)

-$0.32

Previous: -$0.43+25.6%
Average DAUs

97.8M

No prior period
Hours engaged

21.7B

No prior period
Bookings

$1.21B

No prior period
Capital Expenditures

-$17.4M

Previous: -$46.7M+62.8%
Net Income

-$215M

Previous: -$271M+20.5%
Operating Income

-$255M

Previous: -$302M+15.8%

Revenue & EPS history

Roblox · Revenue · Quarterly

$1.04B

Q1 2025+29.2%vs Q1 2024
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Forward guidance

Roblox discusses bookings growth, operating leverage timeline, and ad experiments; full-year bookings outlook updated on calls.

Tailwinds

  • DAU and engagement growth across age groups.
  • Bookings acceleration and international mix.
  • AI tools for creator productivity.

Headwinds

  • Heavy infra and safety spend delaying profitability.
  • App-store fee and platform policy risk.
  • Child-safety regulatory scrutiny.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.0%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+4.2%

Avg return

30 days after

44%

11 / 25 earnings

Positive

+40.4%

Q3 2021

Best reaction

-21.2%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%-21.7%-16.3%
Q4 2025+9.7%+13.9%+4.9%
Q3 2025-15.5%-22.1%-28.9%
Q2 2025-9.3%-2.6%-9.6%
Q1 2025+2.9%+5.5%+29.7%
Q4 2024-11.1%-12.5%-24.2%
Q3 2024+19.2%+18.6%+16.2%
Q2 2024-6.0%-9.3%+5.9%
Q1 2024-19.4%-18.9%-8.7%
Q4 2023+10.5%+7.7%-1.6%
Q3 2023+8.5%+10.5%+16.4%
Q2 2023-18.9%-19.1%-23.1%
Q1 2023+10.2%+7.7%+6.9%
Q4 2022+22.2%+14.6%+22.5%
Q3 2022-13.8%-9.0%-19.1%
Q2 2022-1.8%+4.6%-14.4%
Q1 2022-2.6%+34.0%+23.9%
Q4 2019+2.9%-3.3%-6.0%
Q4 2021-21.2%-27.2%-32.2%
Q3 2020+23.7%+39.7%+51.0%
Q3 2021+40.4%+37.9%+60.0%
Q2 2020-6.3%-1.4%-2.2%
Q2 2021-6.3%-1.4%-2.2%
Q4 2020-6.1%-0.7%+22.9%
Q1 2021+14.4%+4.5%+34.1%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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