Roblox Corp Reports Q3 2026 Financial Results and Issues Q4 Guidance

Roblox Corp (NYSE: RBLX) Q3 2026 Earnings & Operational Highlights

Roblox Corporation furnished its Q3 2026 shareholder letter via Form 8-K under Items 2.02 and 7.01, detailing operational metrics, financial performance, and forward-looking guidance for Q4 2026.

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Key Financial Metrics (Q3 2026)

• Revenue: $1,572 million, up 16% year-over-year from $1,360 million in Q3 2025.
• Bookings: Approximately $1.7 billion, surpassing the top end of guidance, though down 12% year-over-year compared to elevated 2025 comps (up >50% on a two-year basis).
• Operating Loss: $(283) million, compared to $(296) million in Q3 2025.
• Consolidated Net Loss: $(230) million, improved from $(258) million in Q3 2025.
• Adjusted EBITDA: $138 million, compared to $46 million in the prior-year period.
• Cash Flow: Operating cash flow reached $395 million, and free cash flow was $364 million (reflecting capital expenditure deferrals into Q4).
• Cash & Liquidity: Total cash, cash equivalents, and investments totaled $6.2 billion as of September 30, 2026.

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Operational & Community Metrics

• Daily Active Users (DAUs): 138 million, up 12% quarter-over-quarter and down 9% year-over-year (+55% on a 2-year basis).
• Hours Engaged: ~34 billion hours, up 17% quarter-over-quarter and down 15% year-over-year (+63% on a 2-year basis).
• Demographics: Over 18 (O18) users accounted for 29% of global age-checked DAUs and 37% of U.S. age-checked DAUs. U.S. O18 users monetize at 50%+ higher rates than under-18 users.
• AI Platform Initiatives: AI tools are accelerating development, with more than 80% of top 100 games utilizing AI creation tools. Announced initiatives include Roblox Everywhere and The Universal Player.

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Q4 2026 Guidance

• Revenue: $1,470 million to $1,580 million (+4% to +12% YoY)
• Bookings: $1,890 million to $2,000 million (-15% to -10% YoY)
• Consolidated Net Loss: $(423) million to $(363) million
• Adjusted EBITDA: $(70) million to $(10) million
• Operating Cash Flow: $190 million to $275 million
• Capital Expenditures: ~$380 million (reflecting shifted spend from Q3)
• Free Cash Flow: $(190) million to $(105) million