Roblox delivered a standout Q4, with bookings reaching $2.2 billion, up 63% year-over-year, and revenue of $1.4 billion, a 43% increase. Average daily active users surged to 144 million, up 69%, while hours engaged climbed 35 billion, an 88% gain. International markets led user growth, with DAUs rising nearly 80% outside North America. Following the release of these metrics, the company’s share performance jumped approximately 20% in after-hours trading, underscoring strong investor confidence in the platform’s scaling trajectory.

Roblox highlighted that its 18-and-over cohort is growing at over 50% and monetizes 40% more effectively than younger users, signaling a shift from a primarily youth-driven audience to a more balanced demographic mix. Management noted that this older segment’s higher spending power has begun to drive operating leverage. The firm added roughly 60 million DAUs during 2025, and for the full year, developer exchange payouts (DevEx) climbed 70% to $477 million, reflecting both platform growth and an 8.5% increase in payout rates.

Roblox has deployed over 400 AI models spanning creation, discovery, safety and social interaction. Proprietary foundation models, trained on billions of hours of 3D interactions, power tools such as Roblox Assistant and Avatar Auto-Setup, reducing development timelines and lowering technical barriers for creators. This technology push underpins the company’s ambition to support console-caliber game genres and deepen engagement among users aged 18–34, positioning the platform as a competitive co-experience infrastructure within the global gaming economy.

In December, dozens of lawsuits alleging failure to protect minors were consolidated into a federal multidistrict litigation in California, with major technology peers filing disclosures as part of the broader inquiry into platform safety. In response, Roblox accelerated rollout of mandatory age checks and advanced content filtering features in late 2025 and early 2026. Management noted that these measures created a mid-single-digit headwind to engagement and bookings growth, but emphasized that enhanced age accuracy and safety layers will unlock long-term user trust and monetization potential.