Roblox Corp.: Mixed — EPS -$0.32, Revenue $1.57B
Mixed ResultQ3 2026 · After-market
Did Roblox Corp. (RBLX) beat earnings today?
It was a mixed report for Q3 2026 — Roblox Corp. (RBLX) beat on EPS but missed on revenue.
Earnings Per Share+23.81% surprise
-$0.32Actual
Expected: -$0.42
vs. year ago +13.5%
Total Revenue-2.96% surprise
$1.57BActual
Expected: $1.62B
vs. year ago +16.0%
Released Oct 29 · 4:09 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.57B | $1.36B | +16.0% |
| Net loss per share | $(0.32) | $(0.37) | - |
| Consolidated net loss | $(230)M | $(258)M | +10.9% |
Financial Outlook / Guidance
| Metric | Q4 2026 | Full Year Outlook |
|---|---|---|
| Revenue | $1,470M-$1,580M (+4%-+12% YoY) | — |
| Bookings | $1,890M-$2,000M (-15%--10% YoY) | — |
| Consolidated net loss | $(423)M-$(363)M | — |
| Adjusted EBITDA | $(70)M-$(10)M | — |
| Total net increase in deferred revenue and deferred cost of revenue | $390M | — |
| Net cash and cash equivalents provided by operating activities | $190M-$275M | — |
| Capital expenditures and purchases of intangible assets | $(380)M | — |
| Free cash flow | $(190)M-$(105)M | — |
Business Highlights
- ➤More than 80% of top 100 games used AI tools to accelerate creation.
- ➤Daily asset uploads to Roblox cloud tripled month-over-month.
- ➤AI-built Break and Steal an Egg and Huss Valley reached the top 20.
- ➤More than 500,000 users used Build and published over 70,000 games.
- ➤Roblox announced Roblox Everywhere and The Universal Player platform initiatives.
- ➤First Roblox Everywhere phase is expected to publish select top games next year.
- ➤Roblox plans Roblox Reality early access in the first half of 2027.
- ➤Shipped Server Authority for competitive games with client prediction and server-based simulation.
- ➤Launched voice typing and a Friends chat tab for cross-game communication.
- ➤Launched Quick Words and enabled creator customization of preset messages.
- ➤Roblox Plus scaled to millions of active subscribers following its April launch.
- ➤Repurchased 4.4 million shares for approximately $200 million in Q3.