Q4 2025 Roblox Corp Earnings Call Transcript

Feb 5, 2026 / 09:30 PM GMT

Transcript 10-K8-K

Key Points

Positve

Roblox Corp (RBLX) exceeded its revenue and bookings guidance for 2025, with revenue growing by 36% and bookings by 55% year on year.
The company achieved a platform peak of 45 million concurrent users in August 2025, with individual games like 'Steal a Brain Rot' reaching 25.4 million concurrent players.
Roblox Corp (RBLX) saw strong growth across all regions, with notable increases in the US, Canada, and Asia-Pacific, including Japan and Indonesia.
The company introduced facial age estimation across its platform, enhancing safety and achieving 45% penetration of global DAUs by January 2026.
Roblox Corp (RBLX) is optimistic about its future growth, aiming to capture 10% of the global gaming content market and expanding its reach in the 18+ demographic, which monetizes 40% higher than younger cohorts.

Negative

Despite strong growth, Roblox Corp (RBLX) acknowledges the difficulty in predicting business outcomes 12 months out, leading to conservative guidance.
The company faces challenges in maintaining margin expansion due to increased DevX rates and investments in AI workloads and safety marketing.
Roblox Corp (RBLX) is cautious about predicting viral hits, which are not factored into their guidance, potentially limiting growth expectations.
The rollout of age verification faced challenges, requiring adjustments to ensure a smoother transition and better user experience.
Roblox Corp (RBLX) is still in the early stages of developing its advertising business, which is not yet a major contributor to the top line.

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

RBLX.N - Roblox Corp
Q4 2025 Roblox Corp Earnings Call
Feb 05, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone.

This is Tiffany, and I will be your conference coordinator today.

Welcome to Roblox's 4th quarter and full year 2025 earnings call. All lines are on mute. After the speaker's opening remarks, there will be a Q&A session.

If you would like to ask a question during that time, simply press star, then the number one on your telephone keypad.

Now I will turn the call over to Jamie Morris, Roblox's head of investor relations. Jamie.

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Unidentified_2 [2]
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Thank you. Good afternoon, everyone. I'm very happy to be

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