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Roblox (RBLX) investor relations material
Roblox Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 saw revenue rise 48% year-over-year to $1.36 billion and bookings up 70% to $1.92 billion, driven by record DAUs of 151.5 million and strong international growth, especially among users aged 13 and up.
Engagement hours hit 39.6 billion, up 91% year-over-year, with 68% from users aged 13 and up.
Net loss for Q3 2025 was $257.4 million, reflecting continued investment in growth, infrastructure, and safety, though adjusted EBITDA was positive at $46 million.
Creator earnings surpassed $1 billion in the first nine months of 2025, with DevEx payouts up 85% year-over-year.
Major investments in AI, safety, infrastructure, and genre expansion to support long-term growth.
Financial highlights
Q3 2025 revenue: $1.36 billion (+48% YoY); bookings: $1.92 billion (+70% YoY); net loss: $257.4 million; adjusted EBITDA: $45.7 million.
Free cash flow for Q3: $443 million, up 103% year-over-year; nine months ended: $1.05 billion.
Deferred revenue increased to $5.69 billion as of September 30, 2025.
Monthly unique payers at 35.8 million, up 88% year-over-year.
DevEx payouts to creators hit $427.9 million in Q3, a new record.
Outlook and guidance
Q4 2025 revenue guidance: $1.35–$1.4 billion, up 37–42% year-over-year; bookings guidance: $2.0–$2.05 billion, up 47–51% year-over-year.
Full-year 2025 revenue guidance: $4.83–$4.88 billion, up 34–35%; bookings: $6.57–$6.62 billion, up 50–51%.
Margin compression anticipated in Q4 2025 and 2026 due to higher DevEx rates, infrastructure, and safety investments.
CapEx to remain elevated in 2026, though intensity will be lower than 2025.
Guidance reflects a focus on long-term growth over short-term profitability, with continued net losses expected.
Describe AI's impact on future Roblox gameplay
Explain 2026 margin compression drivers
What's the strategy for 13+ user growth?
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Next Roblox earnings date
Q4 20256 Feb, 2026
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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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