)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Roblox
Roblox (RBLX) investor relations material
Roblox Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue rose 16% YoY to $1.572B; bookings fell 12% to $1.697B, while net loss narrowed to $230M from $258M.
Bookings exceeded the high end of guidance; seasonally adjusted retention was highest since 2021.
Average DAUs were 138M, down 9% YoY; hours engaged were 29B, down 15%.
Growth plans emphasize AI-enabled creation, broader 18+ adoption, discovery and distribution initiatives.
Financial highlights
Q3 operating loss was $283M versus $296M; Adjusted EBITDA rose to $138M from $46M, including $49M of legal settlement expenses and $7M of other charges.
Operating cash flow was $395M, down 28% YoY; free cash flow was $364M, down 18%.
Cost of revenue was $294M, up 7%; developer exchange fees were $363M, down 6%; infrastructure and trust & safety expense was $134M, up 24%.
9M revenue rose 29% to $4.483B; bookings increased to $4.985B from $4.567B, and net loss narrowed to $663M from $754M.
9M operating cash flow was $1.342B and free cash flow was $1.254B, versus $1.189B and $1.046B in 9M 2025.
Outlook and guidance
Q4 revenue guidance is $1.470B–$1.580B, up 4%–12% YoY; bookings guidance is $1.890B–$2.000B, down 10%–15%.
Q4 net loss guidance is $363M–$423M; Adjusted EBITDA guidance is a loss of $10M–$70M.
Q4 operating cash flow guidance is $190M–$275M; $380M of capital expenditure and intangible asset purchases implies negative free cash flow of $105M–$190M.
Q4 bookings assumptions include seasonal DAU declines, no repeat of recent hit-game or Halloween strength, and no near-term monetization improvement; GTA's impact is uncertain.
Q4 infrastructure expense is expected to rise for AI initiatives; FY CapEx is projected at $468M, the low end of beginning-of-year expectations.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Roblox
- Collaborative tools, intelligent creation, and engine upgrades drive platform innovation and creator empowerment.RBLX
Roblox Developers Conference Keynote - Revenue up 36% to $1.5B, net loss narrows, and $380M in shares repurchased.RBLXQ2 2026
- All proposals, including director elections and reincorporation, were approved by majority vote.RBLXAGM 2025
- Roblox unveiled robust user and creator growth, new tech, and expanded monetization at RDC 2024.RBLXRoblox Developers Conference
- All proposals passed, including director elections and auditor ratification, with no stockholder questions.RBLXAGM 2026
- Revenue up 39% to $1.44B; bookings, DAUs, and legal costs all increased, with guidance reduced.RBLXQ1 2026
- Strong growth, equity-driven executive pay, and robust governance highlight this year's proxy.RBLXProxy filing
- Q2 2025 revenue up 21% to $1.08B, bookings up 51%, DAUs 111.8M, net loss $279.8M.RBLXQ2 2025
- Revenue, bookings, and user engagement surged, with strong cash flow and robust 2025 outlook.RBLXQ1 2025
Next Roblox earnings date
Q4 20265 Feb, 2027
Roblox
Next Roblox earnings date
Q4 20265 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Building a Business Block by Block
Roblox is an online platform and community that allows users to create, share, and play games and virtual experiences. Roblox, the company, was founded in 2004 and has since become one of the largest user-generated content platforms in the world. With millions of active users, Roblox offers a diverse range of games and experiences across various genres, created by both professional developers and individual users. The platform provides tools and resources for users to build their own games and interact with other players in a social environment. Roblox is accessible on various devices and has gained popularity, particularly among younger audiences, as a platform for creativity, socializing, and immersive gaming experiences.
Born from an educational tool
Roblox was founded in 2004 by David Baszucki and Erik Cassel under the name "DynaBlocks" before it was later renamed to Roblox. Initially, it was created as a physics-based educational tool, allowing users to build and interact with virtual objects. Over time, Roblox evolved into a user-generated online gaming platform, where players could create their own games and experiences. The platform gained significant popularity, attracting millions of users, and experienced rapid growth, especially among younger demographics. Roblox went public on the New York Stock Exchange through a direct listing in 2021.
The game itself
Roblox is an online gaming platform that allows users to play, create, and share their own virtual worlds and games. Players can explore a vast array of user-generated content and participate in various activities, such as role-playing, building, and competing with others. The platform provides a wide range of tools and resources for creation, enabling users to design their own games. Roblox operates on a social and interactive basis fostering a community-driven environment where players can connect and collaborate and this has been a big part of its success. Roblox has become a mainstay in the gaming community, but unlike other companies such as Ubisoft, EA, and Take-Two Interactive Roblox is laser-focused on one title.
How Roblox makes its money
Roblox generates revenue primarily through its virtual economy, driven by the sale of virtual in-game items and accessories. Players can purchase these items using Robux, the platform's virtual currency, which can be obtained through various means, including purchasing with real money or participating in the Roblox Developer Exchange program. In addition to virtual transactions, Roblox incorporates advertising within its platform, providing opportunities for brands to reach its extensive user base. Furthermore, Roblox offers a premium subscription service called Roblox Premium, providing subscribers with exclusive benefits, such as a monthly Robux allowance and access to premium features within the game.