Roblox (RBLX) Roblox Developers Conference summary

Key milestones and growth

• Daily active users grew 21% YoY, with double-digit growth in all regions and 58% of users now 13 or older, up 26% YoY for this cohort.

• Creator community earned over $800M in the last 12 months, up 18% YoY, with top creators seeing rapid growth.

• Platform reached 79.5M daily users, aiming for 10% of global gaming content and 300M DAUs as a next milestone.

• Over 280B visits and 65B hours of engagement in the past year, with 1.5B visits for top racing and sports experiences.

• Marketplace and avatar item creators saw 61% YoY earnings growth, with 4,800 new creators joining in June.

Product and technology innovation

• Launched and expanded voice chat, now with 3.8M daily users, and rolled out real-time translation for chat and speech.

• Announced Roblox Party for seamless group play, with API support for developers, launching later this year.

• Introduced Captures and Video APIs for sharing in-experience moments, and enhanced social features for engagement.

• AI-powered creation tools like Assistant, Texture Generator, and a 3D foundation model are accelerating content creation.

• Performance improvements include Harmony architecture, dynamic memory scaling, and automatic occlusion culling, reducing crash rates and improving FPS, especially on low-end devices.

Ecosystem and business expansion

• Brand partnerships doubled to 400+, with major activations from Adidas, Lamborghini, and Warner Bros., driving millions of new users.

• Shopify integration enables creators to sell physical goods directly in experiences, with more e-commerce partners planned.

• New paid access economics offer up to 70% revenue share for premium experiences, paid in fiat currency.

• Creator Affiliate Program will reward user acquisition, rolling out to all creators in 2025.

• Enhanced ad formats, analytics, and discovery tools, including personalized thumbnails and real-time recommendations, support creator growth.