Roblox CorporationNYSE: RBLX

Third Quarter 2026 Investor Data Sheet

· Issued by Roblox Corporation

Summary by 6ix AI

Roblox reported unaudited results for the third quarter of fiscal 2026: revenue of $1,572 million, up 16% year over year, and a net loss attributable to common stockholders of $227 million, or $(0.32) per share. Consolidated net loss was $230 million.

Key details

  • Bookings, a non-GAAP measure (not defined by standard accounting rules) equal to revenue plus the change in deferred revenue and other adjustments, were $1,697 million for the third quarter of fiscal 2026, down 12% year over year.
  • Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization, also excluding items such as stock-based compensation) was $138 million for the quarter, after adding back $49 million of legal settlement expenses tied to youth-related consumer protection and digital safety matters with certain states and territories.
  • Daily active users averaged 138 million in the quarter, down 9% year over year, and hours engaged were 33.8 billion, down 15% year over year.
  • Net cash provided by operating activities was $395 million for the quarter, down 28% year over year. Free cash flow (operating cash flow minus capital expenditures and purchases of intangible assets, a non-GAAP measure) was $364 million, down 18% year over year.
  • Ending headcount was approximately 3,400.

6ix AI wrote this summary from the release below and checked it against the release.

On 6ix: 6ix.com/news/roblox-third-quarter-2026-investor-data-sheet

Watch Roblox explain itRoblox (NYSE:RBLX) Q3 2026 Earnings Call · Replay · Oct 29, 2026 · From 17:47 · Q3 Results and Q4 Guidance
Consolidated Financial Metrics

Unaudited, $ in millions

Description

Q1 FY24

Q2 FY24

Q3 FY24

Q4 FY24

FY 2024

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

FY 2025

Q1 FY26

Q2 FY26

Q3 FY26

GAAP Results of Operations

Revenue⁽¹⁾

Cost of revenue⁽¹⁾⁽ᴬ⁾ Developer exchange fees

Infrastructure and trust & safety

Research and development General and administrative Sales and marketing

Total costs and expenses

Loss from operations

Interest income Interest expense

Other income/(expense), net

Loss before income taxes

Provision for/(benefit from) income taxes

Consolidated net loss

Net loss attributable to noncontrolling interest

Net loss attributable to common stockholders

$801

$894

$919

$988

$3,602

179

199

205

219

801

202

208

232

281

923

227

221

245

222

915

362

362

365

355

1,444

98

106

99

105

408

36

35

53

50

174

1,104

1,131

1,199

1,232

4,665

(303)

(237)

(280)

(244)

(1,063)

42

44

47

46

178

(10)

(11)

(10)

(10)

(41)

-

(3)

2

(10)

(11)

(271)

(207)

(241)

(218)

(937)

1

-

-

3

4

(272)

(207)

(241)

(221)

(941)

(1)

(1)

(1)

(2)

(5)

($271)

($206)

($240)

($219)

($936)

$1,035

$1,081

$1,360

$1,415

$4,891

225

236

296

315

1,072

282

316

428

477

1,503

242

261

321

329

1,153

374

385

399

411

1,569

119

152

145

164

580

48

53

67

78

246

1,290

1,403

1,656

1,774

6,123

(255)

(322)

(296)

(359)

(1,232)

46

49

52

54

201

(10)

(11)

(10)

(10)

(41)

4

5

(3)

(2)

4

(215)

(279)

(257)

(317)

(1,068)

1

1

1

1

4

(216)

(280)

(258)

(318)

(1,072)

(1)

(2)

(2)

(2)

(7)

($215)

($278)

($256)

($316)

($1,065)

$1,442

$1,469

$1,572

294

292

318

423

363

403

324

363

385

422

420

435

209

199

203

64

61

111

1,736

1,698

1,855

(294)

(229)

(283)

55

59

60

(10)

(10)

(11)

2

(3)

5

(247)

(183)

(229)

1

2

1

(248)

(185)

(230)

(2)

(2)

(3)

($246)

($183)

($227)

GAAP to Non-GAAP Reconciliation: Consolidated Net Loss to Adjusted EBITDA⁽³⁾

Consolidated net loss

Add (deduct):

Interest income Interest expense

Other (income)/expense, net

Provision for/(benefit from) income taxes Depreciation and amortization

Stock-based compensation expense Legal settlement expenses⁽²⁾

Other charges

Adjusted EBITDA

($272)

($207)

($241)

($221)

($941)

(42)

(44)

(47)

(46)

(178)

10

11

10

10

41

-

3

(2)

10

11

1

-

-

3

4

54

52

69

51

226

241

252

265

258

1,016

-

-

-

-

-

1

-

-

-

1

($7)

$67

$54

$66

$180

($216)

($280)

($258)

($318)

($1,072)

(46)

(49)

(52)

(54)

(201)

10

11

10

10

41

(4)

(5)

3

2

(4)

1

1

1

1

4

54

54

55

63

226

259

285

287

298

1,129

-

-

-

-

-

-

2

-

-

2

$58

$18

$46

$3

$125

($248)

($185)

($230)

(55)

(59)

(60)

10

10

11

(2)

3

(5)

1

2

1

61

65

67

275

282

298

57

34

49

-

-

7

$99

$152

$138

Cost of revenue⁽¹⁾⁽ᴬ⁾ Developer exchange fees

Certain infrastructure and trust & safety expense⁽⁴⁾

Personnel costs (excluding stock-based compensation expense)

$179

$199

$205

$219

$801

$202

$208

$232

$281

$923

$124

$122

$130

$127

$502

$226

$205

$202

$200

$833

$225

$236

$296

$315

$1,072

$282

$316

$428

$477

$1,503

$134

$153

$208

$209

$704

$238

$245

$250

$250

$983

Change in deferred revenue and deferred cost of revenue

Change in deferred revenue

Change in deferred cost of revenue

Total net increase in deferred revenue and deferred cost of revenue

$128

($33)

$67

($19)

$216

($48)

$382

($65)

$792

($165)

$95

$48

$168

$317

$628

$178

($31)

$365

($64)

$573

($115)

$818

($122)

$1,934

($331)

$147

$301

$458

$696

$1,603

$299

($32)

$99

$9

$136

-

$267

$108

$136

Four Main Expenses

$294

$292

$318

$423

$363

$403

$197

$236

$258

$290

$283

$281

⁽ᴬ⁾ Depreciation of servers and infrastructure equipment included in infrastructure and trust & safety.

Revenue and Bookings Metrics

Unaudited, $ in millions

Description

Q1 FY24

Q2 FY24

Q3 FY24

Q4 FY24

FY 2024

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

FY 2025

Q1 FY26

Q2 FY26

Q3 FY26

GAAP to Non-GAAP Reconciliation: Revenue⁽¹⁾ to Bookings⁽³⁾

Revenue

Change in deferred revenue

Other

Bookings

$801

$894

$919

$988

$3,602

128

67

216

382

792

(5)

(5)

(7)

(8)

(25)

$924

$955

$1,129

$1,362

$4,369

$1,035

$1,081

$1,360

$1,415

$4,891

178

365

573

818

1,934

(6)

(8)

(11)

(11)

(36)

$1,207

$1,438

$1,922

$2,222

$6,788

$1,442

$1,469

$1,572

299

99

136

(10)

(11)

(11)

$1,731

$1,557

$1,697

Revenue by region⁽¹⁾⁽⁵⁾

US & Canada Europe APAC

ROW

Total Revenue

$510

$566

$583

$623

$2,281

146

163

168

183

660

85

95

96

103

379

61

69

73

79

282

$801

$894

$919

$988

$3,602

$647

$670

$817

$836

$2,969

194

204

265

281

944

109

116

153

164

542

85

91

126

134

436

$1,035

$1,081

$1,360

$1,415

$4,891

$838

$846

$895

295

304

325

169

175

191

140

144

161

$1,442

$1,469

$1,572

Revenue by region (year-over-year change %)

US & Canada Europe APAC

ROW

Total Revenue

20%

29%

27%

30%

26%

23%

32%

31%

35%

30%

31%

38%

29%

31%

32%

33%

42%

38%

42%

39%

22%

31%

29%

32%

29%

27%

18%

40%

34%

30%

33%

25%

58%

54%

43%

28%

22%

60%

59%

43%

40%

31%

73%

69%

54%

29%

21%

48%

43%

36%

29%

26%

10%

52%

48%

23%

55%

52%

25%

64%

59%

28%

39%

36%

16%

Bookings by region⁽³⁾⁽⁵⁾

US & Canada Europe APAC

ROW

Total Bookings

$550

$588

$701

$862

$2,701

$181

$184

$215

$253

$833

$107

$101

$116

$140

$464

$86

$83

$97

$107

$373

$924

$955

$1,129

$1,362

$4,369

$719

$839

$1,048

$1,215

$3,821

233

294

408

493

1,428

141

176

244

275

836

113

129

221

239

702

$1,207

$1,438

$1,922

$2,222

$6,788

$897

$843

$907

407

345

360

227

200

226

200

168

204

$1,731

$1,557

$1,697

Bookings by region (year-over-year change %)

US & Canada Europe APAC

ROW

Total Bookings

17%

21%

33%

18%

22%

23%

24%

36%

24%

27%

16%

22%

36%

29%

26%

35%

33%

37%

24%

32%

19%

22%

34%

21%

24%

31%

43%

50%

41%

41%

29%

60%

90%

95%

71%

32%

75%

110%

96%

80%

32%

55%

129%

123%

88%

31%

51%

70%

63%

55%

25%

1%

(13)%

75%

18%

(12)%

60%

14%

(7)%

77%

31%

(8)%

43%

8%

(12)%

Daily Active Users and Hours Engaged

Users figures shown in millions. Engagement figures shown in billions

Description

Q1 FY24

Q2 FY24

Q3 FY24

Q4 FY24

FY 2024

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

FY 2025

Q1 FY26

Q2 FY26

Q3 FY26

Daily Active Users ("DAUs")⁽⁶⁾

US & Canada Europe APAC

ROW

Total DAUs⁽¹⁾

16

17

20

18

18

21

21

22

21

21

19

20

22

22

21

21

22

25

24

23

78

80

89

85

83

20

21

26

24

23

24

26

34

34

29

26

36

46

43

38

28

30

45

43

37

98

112

152

144

127

23

22

24

28

26

32

41

41

42

39

34

40

132

123

138

DAUs (year-over-year change %)

US & Canada Europe APAC

ROW

Total DAUs

13%

21%

26%

15%

19%

13%

14%

15%

6%

12%

26%

31%

37%

30%

31%

19%

22%

30%

27%

25%

17%

21%

27%

19%

21%

22%

21%

32%

32%

27%

10%

24%

56%

62%

38%

40%

76%

108%

95%

82%

33%

39%

80%

80%

60%

26%

41%

70%

69%

53%

17%

6%

(10)%

21%

1%

(5)%

57%

15%

(9)%

38%

15%

(11)%

35%

10%

(9)%

Hours Engaged⁽⁶⁾

US & Canada Europe APAC

ROW

Total Hours Engaged

3.9

4.2

5.3

4.4

17.8

4.5

4.3

5.0

4.6

18.4

3.9

4.5

5.1

4.9

18.6

4.3

4.3

5.3

4.8

18.8

16.7

17.4

20.7

18.7

73.5

4.9

5.7

7.7

6.3

24.6

5.2

6.1

9.1

8.1

28.6

5.7

8.8

11.7

11.2

37.4

5.9

6.8

11.1

9.5

33.3

21.7

27.4

39.6

35.2

123.9

5.9

5.8

6.6

6.4

5.9

8.0

10.0

9.7

9.9

8.7

7.5

9.3

31.1

28.8

33.8

Hours Engaged (year-over-year change %)

US & Canada Europe APAC

ROW

Total Hours Engaged

12%

23%

28%

17%

20%

11%

16%

17%

9%

13%

23%

39%

45%

33%

35%

15%

22%

29%

26%

23%

15%

24%

29%

21%

23%

27%

35%

47%

41%

38%

16%

43%

82%

76%

55%

44%

95%

127%

128%

102%

36%

56%

109%

100%

77%

30%

58%

91%

88%

69%

21%

1%

(15)%

22%

(5)%

(12)%

77%

9%

(15)%

47%

11%

(17)%

43%

5%

(15)%

Average Bookings and Payer Data

Payer figures shown in millions

Description

Q1 FY24

Q2 FY24

Q3 FY24

Q4 FY24

FY 2024

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

FY 2025

Q1 FY26

Q2 FY26

Q3 FY26

Average Bookings per DAU ("ABPDAU")⁽³⁾⁽⁵⁾⁽⁶⁾

US & Canada Europe APAC

ROW

Total ABPDAU

$33.95

$34.36

$35.51

$47.79

$8.44

$8.91

$9.90

$11.95

$5.67

$5.00

$5.21

$6.29

$4.05

$3.84

$3.84

$4.51

$11.89

$12.01

$12.70

$15.97

$36.46

$40.69

$40.18

$50.92

$9.88

$11.49

$12.04

$14.37

$5.37

$4.95

$5.27

$6.33

$4.02

$4.29

$4.90

$5.59

$12.34

$12.86

$12.68

$15.38

$38.93

$38.63

$38.52

$14.33

$13.35

$11.20

$5.47

$4.90

$5.37

$5.12

$4.88

$5.07

$13.12

$12.66

$12.29

Average Monthly Unique Payers

Average Bookings per Monthly Unique Payer⁽¹⁾

15.6 16.5 19.1 18.9

$19.68 $19.34 $19.70 $23.97

20.2 23.4 35.8 36.7

$19.92 $20.48 $17.88 $20.18

Average Monthly Unique Payers

Average Bookings per Monthly Unique Payer

13% 22% 30% 19%

6% 0% 4% 1%

29% 42% 88% 94%

1% 6% (9)% (16)%

Average Bookings per DAU ("ABPDAU") (year-over-year change %)

US & Canada Europe APAC

ROW

Total ABPDAU

3%

0%

6%

3%

9%

9%

18%

17%

(8)%

(7)%

(1)%

0%

14%

9%

6%

(2)%

2%

1%

6%

1%

7%

18%

13%

7%

17%

29%

22%

20%

(5)%

(1)%

1%

1%

(1)%

12%

27%

24%

4%

7%

0%

(4)%

7%

(5)%

(4)%

45%

16%

(7)%

2%

(1)%

2%

27%

14%

3%

6%

(2)%

(3)%

Payer Community

30.7

27.0

30.3

$18.78

$19.25

$18.69

Payer Community (year-over-year change %)

52%

15%

(16)%

(6)%

(6)%

5%

Cash Flow and Per Share Metrics

Unaudited, $ and shares in millions, except per share data or otherwise noted

Description

Q1 FY24

Q2 FY24

Q3 FY24

Q4 FY24

FY 2024

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

FY 2025

Q1 FY26

Q2 FY26

Q3 FY26

GAAP to Non-GAAP Reconciliation: Net Cash and Cash Equivalents Provided by Operating Activities to Free Cash Flow⁽³⁾

Net cash and cash equivalents provided by operating activities⁽ᴬ⁾

year-over-year change %

Capital expenditures and purchases of intangible assets

Free cash flow⁽ᴬ⁾

year-over-year change %

$239

$151

$247

$184

$822

37%

439%

119%

29%

79%

(48)

(40)

(29)

(64)

(181)

$191

$112

$218

$121

$641

133%

(217)%

263%

54%

417%

$444

$199

$546

$607

$1,796

86%

32%

121%

229%

118%

(17)

(23)

(104)

(300)

(444)

$427

$177

$443

$307

$1,353

123%

58%

103%

155%

111%

$629

$318

$395

42%

60%

(28)%

(33)

(24)

(31)

$596

$294

$364

40%

66%

(18)%

Headcount

Ending headcount

~2500 ~2400 ~2400 ~2500

~2500

~2600 ~2800 ~3000 ~3100

~3100

~3100 ~3300 ~3400

Shares Outstanding

Shares of Class A and Class B Common stock outstanding

Number of stock options outstanding

Number of unvested RSUs and RSAs outstanding Number of ESPP shares to be purchased

Number of other awards⁽⁷⁾ and warrants outstanding or unreleased

Total outstanding and potentially dilutive shares

year-over-year change %

640

647

656

666

666

37

36

32

27

27

39

38

36

35

35

2

2

2

2

2

0

0

0

1

1

718

722

727

731

731

3%

3%

3%

2%

2%

678

693

702

708

708

23

13

10

9

9

33

31

28

25

25

1

1

1

1

1

1

1

1

2

2

735

739

742

746

746

2%

2%

2%

2%

2%

716

714

716

8

7

7

22

27

28

2

2

3

1

1

1

749

752

755

2%

2%

2%

Weighted-Average Shares Used in Computing Net Loss Per Share Attributable to Common Stockholders, Basic and Diluted

Weighted average shares outstanding - basic and diluted

year-over-year change %

635

643

651

661

647

5%

5%

5%

5%

672

685

697

705

690

6%

7%

7%

7%

712

717

716

6%

5%

3%

Per Share Metrics

Net loss per share attributable to common stockholders, basic and diluted

year-over-year change %

$ (0.43) $

(0.32) $

(0.37) $

(0.33)

$ (1.44)

(2)%

(30)%

(18)%

(37)%

(23)%

$ (0.32) $

(0.41) $

(0.37) $

(0.45)

$ (1.54)

(26)%

28%

0%

36%

7%

$ (0.35) $

(0.26) $

(0.32)

9%

(37)%

(14)%

⁽ᴬ⁾ Operating cash flow in Q1 FY25 benefited from the delay of a $30 million payout to a creator that was subsequently paid and negatively impacted operating cash flow in Q2 FY25. Had we made this payment in Q1 FY25 as originally intended, Q1 FY25 operating cash flow would have been $414 million and Q2 FY25 operating cash flow would have been $229 million.

Endnotes

Due to rounding, numbers presented throughout this presentation may not add up precisely to the totals provided.

This presentation contains the following non-GAAP financial measures: bookings, Adjusted EBITDA, and free cash flow. For more information on these non-GAAP financial measures, including limitations in their usefulness to investors, as well as other information included in this presentation, please see our reports we have filed or will file with the SEC, including our annual reports on Form 10-K and our quarterly reports on Form 10-Q and our supplemental materials, available at ir.roblox.com. We encourage you to review these materials in their entirety.

  1. Beginning Q2 FY24, the estimated average lifetime of a payer changed from 28 months to 27 months.

  2. Includes legal expenses related to settlements and settlement negotiations with certain states and territories regarding youth-related consumer protection and digital safety matters. We have determined that these matters arise outside of the ordinary course of business, have limited historical precedent, are unpredictable in their magnitude, scope, and timing, and as a result are distinct from routine expenses incurred in ongoing operations.

  3. Bookings, Adjusted EBITDA, and free cash flow are non-GAAP financial measures that we believe are useful in evaluating our performance and are presented for supplemental information purposes only and should not be considered in isolation from, or as a substitute for, financial information presented in accordance with GAAP.

  4. Infrastructure and trust & safety expenses, excluding personnel, stock-based compensation, and depreciation and amortization expenses.

  5. Revenue and bookings are broken out by geographic region based on the billing country of our payers at the time of purchase, to help us understand the global engagement on our platform. The billing address may not always accurately reflect a payer's actual location at the time of purchase.

  6. Prior to the fourth quarter of 2023, we grouped Xbox users into RoW for the purposes of our reporting and beginning in the fourth quarter of 2023, Xbox users have been reported in their respective geographies (we note that prior to the fourth quarter of 2023, Xbox users represented less than 2% of our total quarterly DAUs and quarterly hours engaged). For more information on how these metrics would have been reported under this previous methodology for certain periods, see our supplemental materials available at ir.roblox.com.

  7. Other awards include the actual or hypothetical number of unvested shares earned under our PSU awards, based on actual performance as of the respective balance sheet date. For more information on these and other award types, please refer to our annual and quarterly reports we have filed or will file with the SEC.

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