Roblox beats Q4 loss estimates, guides 2026 revenue to $8.28B–8.55B
Roblox reported a fourth-quarter loss of $0.45 per share, beating estimates for a $0.48 loss, and revenue jumped 63% to $2.22 billion year-over-year. The company expects Q1 sales of $1.69–1.74 billion versus $1.677 billion estimates and projects full-year 2026 revenue of $8.282–8.553 billion above the $7.871 billion consensus.
1. Fourth-Quarter Results
Roblox delivered revenue of $2.22 billion for Q4, up 63% year-over-year, while narrowing its adjusted loss to $0.45 per share versus expectations for a $0.48 deficit. Daily active users climbed to 144 million, driving higher bookings and in-game spending across its platform.
2. First-Quarter and Full-Year Guidance
Management issued Q1 sales guidance of $1.69–1.74 billion, surpassing the $1.677 billion street estimate, and raised full-year 2026 revenue forecasts to $8.282–8.553 billion, outperforming the $7.871 billion consensus. This reflects confidence in sustained user engagement, new product launches and international expansion.
3. Consistent Beat Trend
This marks Roblox’s fifth consecutive quarter of earnings and revenue outperformance, reinforcing a track record of execution. The company attributes continued strength to its safety enhancements, creator ecosystem growth and monetization initiatives that support long-term monetizable daily active user growth.