Q1 2026 Roblox Corp Earnings Call Transcript

Apr 30, 2026 / 08:30 PM GMT

Release Date Price: €47.2

Transcript 10-Q8-K

Key Points

Positve

Roblox Corp (RBLX) reported a strong revenue growth of 39% year-over-year, reaching $1.4 billion.
Bookings increased by 43% year-over-year to $1.7 billion, surpassing the company's long-term growth trajectory.
Operating cash flow and free cash flow grew by 42% and 40% year-over-year, respectively.
Monthly unique payers increased to 31 million, up 52% compared to the previous year.
Roblox Corp (RBLX) is making significant advancements in AI and gaming technology, including the Roblox Reality Project, which aims to integrate photorealistic rendering and multiplayer simulation.

Negative

Roblox Corp (RBLX) experienced a decline in daily active users (DAUs) growth, which has slowed from previous quarters.
The introduction of age checks has led to a reduction in user communication and app store ratings, impacting organic sign-ups.
The company revised its full-year guidance downward due to expected short-term bookings headwinds from safety-related changes.
There are challenges at the top of the funnel with new user sign-ups, attributed to communication friction and app store ratings.
The reduction in guidance is largely driven by safety-related changes, including age checks and communication restrictions, which have impacted user engagement.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RBLX.N - Roblox Corp
Q1 2026 Roblox Corp Earnings Call
Apr 30, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone. This is Kate, and I will be your conference coordinator today. Welcome to Roblox Q1 2026 earnings conference call.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during that time, please press start and then the number one on your telephone keypad. We ask that you please limit yourself to one question and rejoin the queue if needed. Now I will turn the call over to Jamie Morris, Roblox Head of Investor Relations. Jamie.

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Unidentified_2 [2]
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Good afternoon, everyone.

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