Roblox Q3 revenue misses estimates; sees Q4 bookings falling 10%-15%
RBLX•Roblox reported Q3 revenue of $1.57 billion, up 16%, and bookings of $1.7 billion, down 12% year over year. It expects Q4 bookings of $1.89 billion-$2.00 billion, down 10%-15%.
1. Third-quarter results
Roblox revenue rose 16% to $1.57 billion in Q3, while bookings fell 12% year over year to $1.7 billion. The company said bookings were compared with extraordinary growth in 2025. Its recommendation algorithm improved retention and monetization, positively affecting bookings.
2. Fourth-quarter outlook
Roblox sees Q4 bookings of $1.89 billion-$2.00 billion, down 10%-15%, assuming a seasonal decline in daily active users. It expects revenue of $1.47 billion-$1.58 billion, up 4%-12%, adjusted EBITDA of negative $70 million to negative $10 million, and free cash flow of negative $190 million to negative $105 million, including capital spending shifted from Q3. Infrastructure and trust-and-safety expenses rose 24% to $258 million due to investments in AI training and inference.
