Roblox Corporation (NYSE:RBLX) reported third-quarter bookings that far exceeded expectations, powered by surging user engagement and robust platform monetization. However, shares were down about 3% in premarket trading Thursday, as investors digested the results following an early rally.
The gaming platform reported bookings of $1.92 billion, a 70% year-over-year increase, easily surpassing the $1.68 billion consensus estimate.
While Roblox posted a net loss of $0.37 per share, the figure was better than analysts’ expectations for a $0.49 per-share loss.
Explosive Growth Across Key Metrics
Roblox’s latest results underscore remarkable growth across its ecosystem.
Daily active users (DAUs) jumped 70% year-over-year to 151.5 million, while hours engaged surged 91% to 39.6 billion.
Monthly unique payers also climbed 88% to 35.8 million, and quarterly revenue advanced 48% to $1.36 billion.
Founder and CEO David Baszucki credited the results to the company’s expanding reach and creator-driven growth:
“Our third-quarter results demonstrate the tremendous progress we’ve made toward our goal of capturing 10% of the global gaming market,” he said.
“Our platform and creator ecosystem are healthier than ever before, driven by broad-based strength, new viral hits, and our strategic investments in creator economics.”
Guidance Raised as Platform Momentum Builds
Reflecting strong momentum, Roblox raised its full-year 2025 bookings guidance to a range of $6.57 billion to $6.62 billion, well above both its previous forecast of $5.87–5.97 billion and the analyst consensus of $6.16 billion.
For the fourth quarter, bookings are expected to reach $2.00–2.05 billion, representing growth of 47% to 51% year-over-year.
The company cited the success of viral experiences such as “Steal a Brainrot,” which recently hit a record 25 million concurrent players. Roblox also noted that engagement outside the platform’s top 10 experiences grew 58% year-over-year, showing increasing content diversity and ecosystem health.
Strong Cash Flow Generation
Roblox’s financial position also improved significantly.
Operating cash flow jumped 121% year-over-year to $546.2 million, while free cash flow rose 103% to $442.6 million, reflecting the platform’s ability to convert engagement growth into stronger financial performance.
Despite near-term volatility in its share price, the company’s robust fundamentals and upgraded guidance position it for continued leadership in the fast-expanding gaming and metaverse sector.