Q2 25 EPS
$-0.41
MISS 13.86%
Est. $-0.36
Q2 25 Revenue
$1.08B
MISS 14.78%
Est. $1.27B
vs S&P Since Q2 25
-83.6%
TRAILING MARKET
RBLX -67.7% vs S&P +15.9%
Market Reaction
Did RBLX Beat Earnings? Q2 2025 Results
Roblox posted a headline miss in Q2 2025, with losses deepening to $0.41 per share against a consensus estimate of $0.36, a 13.86% shortfall, while GAAP revenue of $1.08 billion trailed the $1.27 billion estimate by 14.78%, even as it grew 20.9% year… Read more Roblox posted a headline miss in Q2 2025, with losses deepening to $0.41 per share against a consensus estimate of $0.36, a 13.86% shortfall, while GAAP revenue of $1.08 billion trailed the $1.27 billion estimate by 14.78%, even as it grew 20.9% year-over-year. The divergence from expectations, however, obscures a quarter defined by extraordinary platform momentum: bookings surged 51% to $1.44 billion, driven in large part by viral games like Grow a Garden, which set a world record for concurrent players and helped push daily active users up 41% to 111.8 million. The net loss widened to $279.80 million, a structural consequence of Roblox's deferred revenue model, where developer exchange fees and personnel costs hit immediately while bookings are recognized over a 27-month horizon. Management responded to the platform's velocity by raising full-year 2025 bookings guidance to $5.87–$5.97 billion, implying 34–37% growth, with free cash flow now expected at $1.02–$1.08 billion, a trajectory that has investors asking how far the stock can run.
Key Takeaways
- • Emergence of viral hits including Grow a Garden, which set concurrent player world records
- • DAUs grew 41% YoY to 111.8 million; hours engaged grew 58% YoY to 27.4 billion
- • Monthly Unique Payers reached all-time record of 23.4 million, up 42% YoY
- • 13+ age cohort growing faster than overall (54% DAU growth, 72% hours growth), now 64% of total DAUs
- • International markets DAUs grew 46% YoY; international bookings grew 63% YoY
- • Differential Robux pricing driving desktop bookings share increase and payment processing margin savings
- • Content velocity: 28 of top 100 experiences by spend in June 2025 launched in last 12 months vs 21 in June 2024
- • Spending among experiences ranked 11-50 increased 90% YoY
- • U.S. and Canada bookings grew 43% YoY with ABPDAU up 18% YoY
RBLX YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“Our Q2 2025 results demonstrate broad-based strength across the Roblox platform, fueled by the emergence of several viral experiences. Our year on year growth this quarter is a reflection of our strategic investments in infrastructure and performance, discovery, and the virtual economy, which continue to create fertile conditions for creators to thrive as part of a healthy, interconnected ecosystem. We are encouraged by the momentum across Roblox as we look to capture 10% of the global gaming content market flowing through our platform.”
— David Baszucki, Q2 2025 Earnings Press Release
RBLX Earnings Trends
RBLX vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
RBLX EPS Trend
Earnings per share: estimate vs actual
RBLX Revenue Trend
Quarterly revenue: estimate vs actual
RBLX Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | — | — | $1.44B | -17.52% |
| Q4 25 BEAT FY | $-0.49 | $-0.45 | +8.16% | $1.42B | — |
| FY Full Year | $-1.55 | $-1.54 | +0.85% | $4.89B | -26.41% |
| Q3 25 BEAT | $-0.50 | $-0.37 | +26.29% | $1.36B | -20.02% |
| Q2 25 MISS | $-0.36 | $-0.41 | -13.86% | $1.08B | -14.78% |
| Q1 25 BEAT | $-0.40 | $-0.32 | +20.44% | $1.04B | -9.65% |