
Roblox reported Q3 EPS of -$0.37 beating estimates of -$0.49 and revenue of $1.36B missing estimates of $1.67B. DAUs hit 151.5 million, up 70% year-on-year and hours of engagement in Q3 hit 39.6 billion, up 91% year-on-year; the company anticipates continued healthy double-digit bookings growth, aided by technology launches in late Q1 and early Q2 of 2026.
Bullish
Q3 revenue was $1.36 billion, up 48% year-on-year and Q3 bookings were $1.92 billion, up 70% year-on-year.
Bearish
Margins are expected to decline slightly in 2026 due to increased investments in dev, infrastructure, and personnel to support safety and genre expansion.