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Roblox (RBLX) investor relations material
Roblox Roblox Developers Conference (RDC) Keynotes Livestream summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Roblox Developers Conference (RDC) Keynotes Livestream summary5 Sep, 2025
Platform growth and community engagement
Daily active users reached 112 million, a 41% year-over-year increase, with peak concurrency hitting 45 million.
Over $1 billion was earned by the creator community in the past year, up 38% year-over-year, with more than 100 experiences generating over $1 million annually.
The platform now supports over 160 experiences with 1 billion visits, and 50 new experiences joined this milestone in the past year.
The average top 1,000 developer earned $980,000, and the top 10 averaged $38.5 million in the last twelve months.
28 of the top 100 experiences are new this year, and 96% of top earning avatar items were created in the last twelve months.
Technology and product innovation
Major advancements in asset streaming, including CloudLOD, Harmony, and SLIM, enable high-fidelity, scalable worlds across devices.
Server Authority is being introduced to ensure fairness in competitive genres, with early access available and full rollout by year-end.
AI-driven features such as 4D generation, real-time procedural content, and advanced NPCs were demonstrated live, with speech-to-text and text-to-speech APIs launching soon.
Avatar systems are being upgraded with native hands, fingers, and makeup, supporting up to 200 joints and advanced animation tools.
New engine capabilities include acoustic simulation, hydrodynamics, and solid modeling improvements, with 4K texture rendering coming later this year.
Safety, civility, and platform standards
Over 100 safety innovations were shipped, including open-sourced voice/text filters and the Sentinel early detection system.
Age estimation using AI and ID verification is being expanded to all users accessing communication, with stricter policies for minors.
Automated anti-cheat systems and progressive consequences have reduced playtime exposure to cheaters by 84% since April.
The platform aims to be safer than the best amusement parks, with no image sharing and world-class filtering as standard.
AI age verification: rollout plan and impact?
Quantify DevEx rate increase's creator impact.
Server authority: competitive game impact?
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Next Roblox earnings date
Q3 202530 Oct, 2025
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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.
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