NYSE$RBLX

Roblox Corp. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Roblox reported Q3 2025 revenue of $1.36B with a net loss of $109M and diluted loss per share of $0.16.

Revenue grew to $1.36 billion for the quarter ended September 30, 2025, as engagement and bookings expanded. The company reported a net loss of $109 million (diluted loss per share $0.16) while investing in platform safety, creator monetization, and infrastructure to support daily active users and developer economics.

  • Q3 revenue $1.36B; net loss $109M as platform investments continue.
  • Bookings and engagement metrics underpin long-term monetization.
  • Creator payouts and infrastructure costs affect near-term profitability.
  • Management focuses on scaling the user-generated content ecosystem globally.

Headline financials

Total Revenue

$1.36B

Previous: $919M+48.0%
EPS (adj)

-$0.16

Previous: -$0.37+56.8%
Average DAUs

151.5M

Previous: 88.9M+70.4%
Hours engaged

39.6B

Previous: 20.7B+91.3%
Bookings

$1.92B

Previous: $1.13B+70.3%
Capital Expenditures

-$143M

Previous: -$116M-23.1%
Free Cash Flow

-$398M

Previous: -$355M-12.1%
Net Income

-$256M

Previous: -$239M-6.8%
Operating Income

-$297M

Previous: -$279M-6.3%
Gross Profit

$1.06B

Previous: $714M+48.9%
Cash & Equivalents

$1.02B

Previous: $603M+68.7%
Total Assets

$8.59B

Previous: $6.69B+28.5%

Revenue & EPS history

Roblox · Revenue · Quarterly

$1.36B

Q3 2025+48%vs Q3 2024
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Forward guidance

The release discusses Roblox's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Management discussed operating priorities and capital allocation for upcoming quarters.
  • Roblox cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 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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