Roblox RBLX

Roblox reports Q3 2026 results

Item 2.02 Reports results, Item 7.01 Investor disclosure

Form: 8-K
Filed: Oct 29, 2026, 4:10 pm ET
Importance: Major
Accession: 0001628280-26-068235

Fourth quarter 2026 guidance provided
Shareholder letter dated October 29, 2026 included as exhibit

Written from the 8-K on EDGAR. AI can make mistakes. Check the filing.

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The reading, claim by claim

Under Item 2.02, it says it issued a shareholder letter announcing results for its third quarter ended September 30, 2026, along with fourth quarter 2026 guidance.
It also posted supplemental materials on its investor relations website.
Item 7.01 says the shareholder letter is furnished as Exhibit 99.1.
It states that the information in Items 2.02 and 7.01, including the exhibit, shall not be deemed 'filed' for purposes of Section 18 of the Securities Exchange Act of 1934.
In the letter, Roblox reports third quarter revenue of $1.6 billion, up 16% year-over-year, and bookings of $1.7 billion, down 12% year-over-year.
It states that operating cash flow was $395 million and free cash flow was $364 million.
The letter says daily active users grew 12% quarter-over-quarter to 138 million.
Hours engaged reached nearly 34 billion, up 17% quarter-over-quarter.
It also describes three platform initiatives: the Roblox App with AI acceleration, Roblox Everywhere and The Universal Player.

9 of 9 claims matched the filing text.

For perspective, checked against its own source

From the 10-Q for the quarter ended September 30, 2026

In its 10-Q for the quarter ended September 30, 2026, Roblox reported revenue of $1.6 billion, up 15.6% from a year earlier.
That report shows net income of -$227.0 million, a gross margin of 79.8% and an operating margin of -18.0%.

From the filing

Item 2.02 Results of Operations and Financial Condition.

On October 29, 2026 , Roblox Corporation (the "Company") issued a shareholder letter announcing financial results for its third quarter ended September 30, 2026 as well as fourth quarter 2026 guidance.¹ The Company also posted supplemental materials on its investor relations website (ir.roblox.com).² A copy of the shareholder letter is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. Information on the Company's website is not, and will not be deemed, a part of this report or incorporated into this or any other filings that the Company makes with the Securities and Exchange Commission.

Item 7.01 Regulation FD Disclosure.

A copy of the Company's shareholder letter issued on October 29, 2026 is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.³

The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended⁴ (the "Exchange Act") or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit

Number

Description

99.1

Shareholder Letter dated October 29, 2026

104 Cover Page Interactive Data File (formatted as inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

ROBLOX CORPORATION

Date: October 29, 2026

By: /s/ Naveen Chopra

Naveen Chopra

Chief Financial Officer

(Principal Financial Officer)

3Q26 Highlights g Third Quarter 2026 Financial and Operational Highlights To Our Shareholders: Over the last 20 years, we have worked relentlessly to bring play to everyone, no matter where they are or how they connect. Roblox games work across devices, social graphs and geographies, and they scale to tens of millions of players. Roblox creators are able to focus on the most important part of their games: making them fun to play, because Roblox provides the infrastructure, the economy, the discovery, and especially: instant distribution on a platform with over 130 million DAUs. And, all of this interaction is supported by our industry-leading safety platform. During the last three months, we have witnessed an inflection point in AI adoption and content generation in the gaming industry overall, and on Roblox in particular. AI-enabled game creation, automation in code generation and AI supported asset creation are leading to an explosion of content . The time it takes to go from an idea to a playable game is compressing dramatically, and so is the time it takes to adapt a game for new devices. We have been embracing AI to accelerate creation since the first release of Roblox Studio Assistant in December 2023. Over the past month, more than 80% of the top 100 games on Roblox (ranked by hours engaged) used AI tools to accelerate creation, and the number of daily asset uploads to the Roblox cloud tripled month-over-month. Since Q2, time spent using AI tools (including Build, Studio Assistant, and external AI via MCP) tripled among our top creators, and those using our MCP server daily grew nearly 5x. In Q3, Break and Steal an Egg and Huss Valley were both created almost entirely with AI and both broke into the Roblox top 20 (ranked by concurrent players). Build is our new prompt-to-game creation tool. Since its alpha launch in New Zealand, Singapore, Serbia and Thailand, more than 500,000 users have used Build – and have published over 70,000 games. 1 Percent of Top 1,000 Games Launched in Last 90 Days (Games ranked by Hours Engaged over last 28 days) Daily Users of our MCP Server % of Development Time Using AI (Top 1,000 Games) (Games ranked by Robux Spent over last 28 days) Asset Uploads (7-day Average) Source: Internal Company Data Roblox is uniquely positioned to capture this moment. As traditional barriers to software and content creation fall, distribution, audience aggregation, monetization, discovery, and safety become critical for growth. These are areas of unique strength for Roblox. With the explosion of AI usage we have launched two new initiatives: 1) Roblox Everywhere, and 2) "The Universal Player," which is an expanded vision of our platform. Our Universal Player initiative includes the goal of enabling the capability to import any existing console, PC, or mobile game onto Roblox. This will be supported by improved engine capabilities that utilize AI. Together with the Roblox App, these initiatives will further support content and audience growth on Roblox, enabling us to replicate the success we've had with our under 18 (U18) users with our 18 and over (O18) cohort. Our vision for the future of gaming is comprised of three distinct platform initiatives:⁹ 2 1. Roblox App + AI-Acceleration⁹ in which tools like Build and Studio Assistant enable a step function change in the speed, quality and ease of native Roblox development. 2. Roblox Everywhere⁹ in which creators will have the ability to self-publish standalone games created on Roblox to the app store of their choice, enabling Roblox and creators to monetize off-platform audiences while simultaneously expanding our content portfolio. Creators can build once, publish anywhere and expand their reach, while still benefiting from all that the Roblox platform offers, including our economy, social graph, communications, and safety. We believe this flexibility will attract new creators that may not have published on Roblox before. In the first half of next year, we expect to launch the first phase by publishing select top games via Roblox Everywhere. 3. The Universal Player⁹ in which AI is used to seamlessly import any existing game into the Roblox cloud platform while transforming it to run multiplayer, on any device (at the upper edge of the device's performance capabilities), with instant join, instant UGC updates, local 3D, and access to Roblox services for discovery, safety, communication, and monetization. Our vision is to capture 10% of the global gaming market and an even greater share in the U.S. We continued our progress toward this goal in Q3. Revenue for the quarter was $1.6 billion, up 16% year-over-year, and bookings were $1.7 billion, surpassing the high end of our guidance range, and down 12% year-over-year .⁵ While bookings were down 12% year-over-year, reflecting a 1 comparison to the extraordinary growth we experienced in 2025, Q3 bookings were up over 50% on a two-year basis. In Q3, operating cash flow was $395 million and free cash flow was $364 million.⁶ Daily active users (DAUs) grew 12% quarter-over-quarter to 138 million⁷, and hours engaged (Hours) reached nearly 34 billion, up 17% quarter-over-quarter.⁸ In this letter, we provide additional details on our Q3 operating and financial performance, as well as details on five components of the Roblox platform and ecosystem we believe will power our expansion with the O18 audience. 1 On a cons

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