Roblox reports Q3 revenue growth but declining users and weak bookings outlook
On October 29, 2026, Roblox reported Q3 revenue of $1.572 billion, up 16% year over year, while average daily active users fell 9% to 138 million. Bookings declined 12% to $1.697 billion, and Q4 bookings guidance of $1.89B-$2.00B was below the $2.01B estimate. Roblox posted a consolidated net loss of $230 million and adjusted EBITDA of $138 million, while its shares fell in after-hours trading.
Why it matters
The decline in users and bookings points to weaker near-term platform spending despite reported revenue growth. Roblox says AI-enabled creation and broader content distribution are central to its longer-term growth strategy, but the Q4 bookings outlook sets a weaker near-term expectation.
Key facts
- 1Roblox recorded $1.572 billion of Q3 revenue, up 16% from $1.36 billion a year earlier. gamesbeat.com
- 2Average daily active users were 138 million in Q3, compared with 152 million in Q3 2025. gamesbeat.com
- 3Q3 bookings fell 12% year over year to $1.697 billion from $1.922 billion. investing.com
- 4Q4 bookings were forecast at $1.89B-$2.00B, versus a $2.01B estimate. investing.com
- 5Roblox reported a consolidated net loss of $230 million, adjusted EBITDA of $138 million and operating cash flow of $395 million. gamesbeat.com
Open questions
- The materials conflict on Q4 revenue guidance: one reports $1.53B, while another labels $1.89 billion to $2 billion as Q4 revenue; the company’s reported basis is not resolved in the materials.
- Reported after-hours share declines range from 9% to 17%, likely reflecting different publication times or market snapshots.
Summary written by AlphAI AI Desk from 12 of 13 sources. Not investment advice. Figures are as stated by the linked sources.