Roblox reported third‑quarter 2025 results, with revenue increasing 48% year‑over‑year to $1.36 billion and bookings rising 70% to $1.92 billion.
The company posted a net loss of $257.4 million, or $0.37 per share, beating the consensus loss estimate of $0.49 per share.
Roblox raised its full‑year bookings guidance to $6.57 billion–$6.62 billion, up from the prior $5.87 billion–$5.97 billion range, reflecting confidence in continued growth.
Capital expenditures for the year are expected to reach $468 million, an increase of $158 million from prior guidance, driven by higher developer exchange payouts and increased safety and infrastructure spending.
Operating margin is expected to decline slightly, largely due to a record $427.9 million in developer exchange payouts—an 85% year‑over‑year increase—and higher costs associated with platform safety and infrastructure.
Roblox’s average daily users reached 151.5 million, a 70% year‑over‑year increase from 88.9 million in Q3 2024. Average bookings per daily active user were $12.68, slightly below the $13.24 expected by analysts.
The company remains on track to capture 10% of the global gaming market, having currently achieved 3.2% market share.
Prior‑period comparisons show Q3 2024 revenue of $919.0 million, bookings of $1.1285 billion, and a net loss of $240.4 million. The Q3 2024 average bookings per daily active user were $12.70.
Roblox’s peak concurrency reached 45 million users in August 2025, and the company reported $3.7 billion in current deferred revenue and $1.98 billion in long‑term deferred revenue as of Q3 2025.
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