Roblox (RBLX) Proxy filing summary

Executive summary

• Revenue grew 36% year-over-year to $4.9 billion and bookings increased 55% to $6.8 billion in fiscal 2025, driven by a 60 million increase in daily active users (DAUs) to 144 million by Q4 2025.

• Over $1.5 billion was earned by creators in 2025, reflecting a strong creator ecosystem.

• AI initiatives include over 400 deployed models, enhancing creation, discovery, and safety, leveraging 12 billion hours of monthly interaction data.

• Mandatory age-checks for chat access were rolled out to improve safety and engagement, with a focus on expanding the 18+ user cohort.

• The company aims to connect one billion users and capture 10% of the global gaming content market.

Voting matters and shareholder proposals

• Stockholders are asked to vote on: (1) election of three Class II directors for three-year terms, (2) advisory vote on executive compensation (Say-on-Pay), and (3) ratification of Deloitte & Touche LLP as independent auditor.

• The board recommends a vote FOR all proposals.

Board of directors and corporate governance

• The board consists of eight members with staggered three-year terms, 75% of whom are independent; all committees are fully independent.

• Board committees include Audit and Compliance (ACC), Leadership Development and Compensation (LDCC), and Nominating and Corporate Governance (NCGC).

• Annual board and committee self-evaluations are conducted, with independent third-party facilitation.

• Lead Independent Director role provides balance to the combined Chair/CEO structure.

• Stockholder recommendations for director candidates are considered if eligibility criteria are met.