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Roblox

RBLX · Communication Services

Last earnings Jul 30, 2026

Key results

Liquidity Highlights revenuequarter

$1,080.7 million

Second Quarter 2025 Financial, Operational, and Liquidity Highlights Revenue was $1,080.7 million, up 21% year-over-year, and also up 21% year-over-year on a constant currency basis 1 .

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Growthquarter

up 21%

Second Quarter 2025 Financial, Operational, and Liquidity Highlights Revenue was $1,080.7 million, up 21% year-over-year, and also up 21% year-over-year on a constant currency basis 1 .

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Revenuequarter

$301.5 million

Adjusted EBITDA 2 was $18.4 million, which excludes an adjustment for a total net increase in deferred revenue and deferred cost of revenue of $301.5 million.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Free cash flowquarter

$176.7 million

Net cash and cash equivalents provided by operating activities were $199.3 million, up 32% year-over-year, while free cash flow 2 was $176.7 million, up 58% year-over-year.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Adjusted EBITDA between $(58) million and $(28) million, which excludes an adjustment for a total net increase in deferred revenue and deferred cost of revenue of $408 million.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Free cash flow between $330 million and $360 million.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Adjusted EBITDA between $(5) million and $55 million, which excludes an adjustment for a total net increase in deferred revenue and deferred cost of revenue of $1,285 million.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Free cash flow between $1,025 million and $1,085 million .

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Revenue totaled $1,080.7 million, up 21% year-over-year.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

AI analysis

Q2 2025 · reported Jul 31, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q2 2025
$301.5M
EX-99 · Jul 31, 2025
Free cash flow · Q2 2025
$176.7M
EX-99 · Jul 31, 2025
Liquidity Highlights revenue · Q2 2025
$1,080.7M
EX-99 · Jul 31, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Liquidity Highlights revenue$1,080.7 million——
Growthup 21%——
Revenue$301.5 million——
Free cash flow$176.7 million——

EX-99 · Jul 31, 2025

Guidance · company-stated

Direction: Raised

Revenue

“htm EX-99.1 Document Exhibit 99.1 Roblox Reports Second Quarter 2025 Financial Results Growth across DAUs, Hours Engaged, Revenue and Bookings Raising full-year guidance SAN MATEO, Calif.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$176.7M

Capital allocation

Capex$85M

3 Net liquidity represents cash and cash equivalents, short-term investments, and long-term investments, less short and long-term debt, net.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Roblox Reports Second Quarter 2025 Financial Results Growth across DAUs, Hours Engaged, Revenue and Bookings Raising full-year guidance SAN

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm EX-99.1 Document Exhibit 99.1 Roblox Reports Second Quarter 2025 Financial Results Growth across DAUs, Hours Engaged, Revenue and Bookings Raising full-year guidance SAN MATEO, Calif.”

Revenue — Raised (“Raising”)
“htm EX-99.1 Document Exhibit 99.1 Roblox Reports Second Quarter 2025 Financial Results Growth across DAUs, Hours Engaged, Revenue and Bookings Raising full-year guidance SAN MATEO, Calif.”

Classified from the release's primary full-year outlook statement.

Capital allocation

3 Net liquidity represents cash and cash equivalents, short-term investments, and long-term investments, less short and long-term debt, net.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Capital expenditures of $(85) million.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Capital expenditures of $(310) million.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

We saw a record number of new MUPs, and had higher monthly repurchase rates relative to the same period last year.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Capital expenditures of $85 million.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Capital expenditures of $310 million, or a year-over-year increase of 73%.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Strategy & priorities

Our year on year growth this quarter is a reflection of our strategic investments in infrastructure and performance, discovery, and the virtual economy, which continue to create fertile conditions for creators to thrive as part of a healthy, interconnected ecosystem.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

This exceptional topline growth, coupled with improving margins, excellent cash flow generation, and our strong balance sheet, positions us to continue investing in long-term, durable growth, said Naveen Chopra, chief financial officer of Roblox.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

We believe that free cash flow is a useful indicator of our unit economics and liquidity that provides information to management and investors about the amount of cash and cash equivalents generated from our core operations that, after the purchases of property and equipment, and intangible assets acquired through asset acquisitions, can be used for strategic initiatives.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Our ongoing focus on raw performance and quality, discovery, and investments in the virtual economy continue to create conditions for creators to succeed at this scale.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Genre expansion: Early traction in target genres RPG, sports & racing, shooters) continues to be encouraging.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Risks & headwinds

Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond our control.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Additional information regarding these and other risks and uncertainties that could cause actual results to differ materially from our expectations is included in the reports we have filed or will file with the SEC, including our annual reports on Form 10-K and our quarterly reports on Form 10-Q.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Additional information regarding these and other risks and uncertainties that could cause actual results to differ materially from our expectations is included in the reports we have filed or will file with the SEC, including our annual reports on Form 10 K and our quarterly reports on Form 10 Q.

SEC original ↗Roblox — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Documents

Earnings deck slides

0 decks with slide view

Roblox — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Roblox — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Roblox — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Roblox — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Roblox — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Roblox — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Roblox — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

T-Mobile US (TMUS) Communication ServicesSea Limited (SE) Communication ServicesBaidu (BIDU) Communication ServicesAT&T (T) Communication ServicesSpotify Technology (SPOT) Communication ServicesComcast (CMCSA) Communication ServicesNetEase (NTES) Communication ServicesAppLovin (APP) Communication Services

Filings

69 documents

Earnings releases

47 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Roblox are held in this edition of the library.

Mentioned by

10 companies

Other tracked companies whose held documents mention Roblox by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.