Q4 25 EPS
$-0.45
BEAT +8.16%
Est. $-0.49
Q4 25 Revenue
$1.42B
vs S&P Since Q4 25
-35.0%
TRAILING MARKET
RBLX -30.6% vs S&P +4.3%
Full Year 2025 Results
FY 25 EPS
$-1.54
BEAT +0.85%
Est. $-1.55
FY 25 Revenue
$4.89B
MISS 26.41%
Est. $6.65B
Market Reaction
Did RBLX Beat Earnings? Q4 2025 Results
Roblox closed out fiscal 2025 with a quarter that told two very different stories depending on which metric you looked at. On the bottom line, the gaming platform posted a Q4 loss of $0.45 per share, beating the $0.49 consensus estimate by 8.16%, whi… Read more Roblox closed out fiscal 2025 with a quarter that told two very different stories depending on which metric you looked at. On the bottom line, the gaming platform posted a Q4 loss of $0.45 per share, beating the $0.49 consensus estimate by 8.16%, while revenue climbed 43.2% year-over-year to $1.42 billion, though that headline figure landed well short of the $3.17 billion Wall Street had modeled, a 55.36% miss that reflects how Roblox's deferred-revenue accounting creates a persistent gap between bookings and recognized revenue. The real momentum story was in bookings, which surged 63% to $2.22 billion, fueled by daily active users expanding 69% to 144 million and monthly unique payers nearly doubling to 36.7 million. Management noted that the over-18 cohort, a key long-term growth lever, monetizes 40% higher than younger users and is growing at more than 50%. Looking ahead, Roblox guided FY2026 revenue of $6.02 billion to $6.29 billion, representing 23–29% growth, with free cash flow projected between $1.60 billion and $1.82 billion.
Key Takeaways
- • DAUs grew 69% YoY to 144 million, with international DAUs growing 79%
- • Hours Engaged grew 88% YoY to 35 billion
- • Monthly Unique Payers (MUP) nearly doubled YoY to 36.7 million, with growth accelerating for the fourth consecutive quarter
- • Bookings grew 63% YoY to $2.2 billion driven by robust user growth and strong monetization across most regions
- • Content diversity drove growth without reliance on new viral experiences; experiences outside top 10 saw 68% engagement growth and 53% Robux spending growth
- • ABPDAU increased YoY with double-digit growth in U.S. and Canada
- • Average MUP grew over 65% for the full year
- • Over-18 user cohort growing at over 50%, more than double U18 DAU growth rate, monetizing 40% higher
RBLX YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
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% |