NYSE$RBLX

Roblox Corp. · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Roblox reported Q1 2026 revenue of $1.44B and a net loss attributable to common stockholders of $246M ($(0.35) per share).

Roblox generated Q1 2026 revenue of $1.44 billion (+39% YoY) driven by higher bookings amortization and consumable virtual-item revenue. Net loss attributable to common stockholders was $246 million, or $0.35 per share, versus $215 million and $0.32. Loss from operations widened to $294 million on higher infrastructure and personnel investment.

  • Revenue $1.44B (+39% YoY); bookings and deferred revenue amortization drove growth.
  • Net loss to common $(246)M; diluted loss per share $(0.35).
  • Loss from operations $(294)M vs $(255)M prior year.
  • Consumable virtual items reached 12% of virtual-item revenue vs 9%.
  • DAU and engagement metrics discussed in MD&A.

Headline financials

Total Revenue

$1.44B

Previous: $1.04B+39.3%
EPS (adj)

-$0.35

Previous: -$0.32-9.4%
Capital Expenditures

-$33M

Previous: -$17.4M-90.0%
Free Cash Flow

$596M

No prior period
Net Income

-$246M

Previous: -$215M-14.4%
Operating Income

-$294M

Previous: -$255M-15.4%
Gross Profit

$1.15B

No prior period
Cash & Equivalents

$1.19B

No prior period
Total Assets

$9.83B

No prior period

Revenue & EPS history

Roblox · Revenue · Quarterly

$1.44B

Q1 2026+39.3%vs Q1 2025
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Forward guidance

The filing discusses RBLX's operating environment, capital priorities, and risks without issuing formal quarterly EPS guidance.

Tailwinds

  • Management provides segment and liquidity detail in MD&A.
  • Filing supports transparency on year-over-year trends.

Headwinds

  • Macro, competitive, or regulatory risks noted in risk factors.
  • No numeric full-year EPS bridge in the quarterly filing.

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 2026

Historical avgQ1 2026

+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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