Roblox Q4 Bookings Jump 63% to $2.2 Billion with 88% Engagement Surge
Roblox reported fourth-quarter bookings of $2.2 billion, up 63% year-over-year, and engagement hours surged 88% to 35 billion. Monthly unique payers nearly doubled to 37 million and management forecasts 22%–26% bookings growth in 2026.
1. Q4 Performance
Roblox closed 2025 with fourth-quarter bookings of $2.2 billion, representing a 63% year-over-year increase, while engagement hours reached 35 billion, up 88%. These results were achieved without the lift of a single new viral title, indicating broad-based platform strength.
2. Paying User and Demographic Growth
Monthly unique payers climbed to 37 million, nearly doubling from the prior year, with the United States and Canada each delivering over 30% growth. The adult (18+) cohort expanded more than 50% year-over-year and now monetizes roughly 40% higher per user than younger segments.
3. Content Diversification and New Titles
Experiences outside the top 10 titles drove faster engagement and bookings growth compared to earlier quarters. New shooter, role-playing and sports genres have broadened appeal to older demographics, enhancing the platform’s content mix.
4. Valuation and 2026 Outlook
Roblox trades at a forward 12-month price-to-sales ratio of 4.8, well above the industry average of 2.14, reflecting investor premium for growth. Management projects bookings growth of 22%–26% in 2026 and expects its EPS loss to narrow to $1.61 per share.