Roblox delivered robust first-quarter growth but lowered its full-year bookings guidance as it navigates short-term engagement friction resulting from its aggressive rollout of new platform safety and age-verification features.
Roblox Corporation (RBLX) concluded an explosive 2025 with an exceptional fourth quarter, massively exceeding its own guidance. The immersive gaming platform reported Q4 bookings of $2.2 billion—a massive 63% year-over-year increase—and revenue of $1.4 billion, up 43%. This financial outperformance was driven by unprecedented user growth and engagement, with Daily Active Users (DAUs) surging 69% globally and total engagement hours reaching a staggering 35 billion for the quarter. Crucially, the company's strategy to "age up" its platform is accelerating, with its highly monetizing 18-and-older demographic growing at over 50% year-over-year.