NYSE$RBLX

Roblox Corp. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Roblox reported Q2 2025 revenue of $1.08B with a net loss attributable to common stockholders of $278M and diluted EPS of $(0.41).

Revenue rose 21% to $1.08 billion as bookings and deferred revenue amortization increased. Net loss attributable to common stockholders was $278 million, or $0.41 per share. Management discussed creator economy investments and paying-user life estimates.

  • Q2 revenue $1.08B (+21% YoY).
  • Net loss to common $278M; diluted EPS $(0.41).
  • Bookings growth and deferred revenue recognition lifted revenue.
  • Infrastructure and safety investments weigh on profitability.

Headline financials

Total Revenue

$1.08B

Previous: $894M+20.9%
EPS (adj)

-$0.41

Previous: -$0.32-28.1%
Capital Expenditures

-$40M

Previous: -$86.4M+53.7%
Free Cash Flow

-$318M

Previous: -$292M-8.9%
Net Income

-$278M

Previous: -$206M-35.2%
Operating Income

-$322M

Previous: -$238M-35.5%
Gross Profit

$845M

Previous: $695M+21.5%
Cash & Equivalents

$995M

Previous: $966M+2.9%
Total Assets

$7.85B

Previous: $6.47B+21.3%

Revenue & EPS history

Roblox · Revenue · Quarterly

$1.08B

Q2 2025+20.9%vs Q2 2024
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Forward guidance

Platform outlook depends on user engagement, monetization, and market activity.

Tailwinds

  • Advertising, subscriptions, and transaction growth.
  • Product innovation and international expansion.

Headwinds

  • Competition and regulatory scrutiny.
  • Macro sensitivity of volumes and ad spend.

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 Q2 2025

Historical avgQ2 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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