Q3 25 EPS
$-0.37
BEAT +26.29%
Est. $-0.50
Q3 25 Revenue
$1.36B
MISS 20.02%
Est. $1.70B
vs S&P Since Q3 25
-67.8%
TRAILING MARKET
RBLX -61.8% vs S&P +6.0%
Market Reaction
Did RBLX Beat Earnings? Q3 2025 Results
Roblox delivered a sharply mixed Q3 2025, posting a narrower-than-expected loss of $0.37 per share against a consensus estimate of $0.50, a 26.29% beat on the bottom line, while revenue of $1.36 billion, up 48.0% year-over-year, fell 20.02% short of … Read more Roblox delivered a sharply mixed Q3 2025, posting a narrower-than-expected loss of $0.37 per share against a consensus estimate of $0.50, a 26.29% beat on the bottom line, while revenue of $1.36 billion, up 48.0% year-over-year, fell 20.02% short of the $1.70 billion Wall Street had anticipated, sending shares lower after earnings. The headline revenue miss reflects the structural timing gap between bookings, which surged 70% to $1.92 billion and are recognized as deferred revenue, and the in-period figures analysts typically model. Fueling that bookings strength was an explosion in user engagement: daily active users crossed 150 million for the first time, reaching 151.5 million, while hours engaged jumped 91% year-over-year to 39.6 billion. Average monthly unique payers climbed 88% to 35.8 million, partly driven by regional pricing expansion. Looking ahead, management raised full-year 2025 bookings guidance to a range of $6.57 billion to $6.62 billion, implying 50–51% growth, with free cash flow projected between $1.15 billion and $1.18 billion.
Key Takeaways
- • Viral experiences including Grow a Garden, Steal a Brainrot, and 99 Nights in the Forest driving massive engagement spikes
- • DAU growth of 70% YoY to 151.5 million, with 13+ users growing 89% YoY
- • Hours engaged surged 91% YoY to 39.6 billion
- • Monthly unique payers grew 88% YoY to 35.8 million, adding 12 million sequentially
- • Regional pricing launch in June increased payer penetration in international markets
- • Engagement in experiences outside the top 10 grew 58% YoY
- • Content diversity increased with 50%+ more new experiences in Top 100 compared to Q3 2024
- • Average bookings per DAU grew in every region year-over-year
- • U.S. and Canada ABPMUP grew more than 10% YoY
RBLX YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“Our third-quarter results demonstrate the tremendous progress we've made toward our goal of capturing 10% of the global gaming market. Our platform and creator ecosystem are healthier than ever before, driven by broad-based strength, new viral hits, and our strategic investments in creator economics, platform performance, discovery, and the virtual economy. We are on track to expand age estimation to all Roblox users who access our communication features by early next year. We believe this initiative will establish a best in class standard for communication safety on social media and communications platforms.”
— David Baszucki, Q3 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% |