Roblox revenue rose 48% to $1.36 billion in the third quarter of 2025

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

Roblox reported revenue of $1.36 billion for the quarter to Sep 30, 2025, 48% more than the $918.95 million of the same quarter a year earlier. The company filed the figures in its quarterly report, a Form 10-Q, on Oct 30, 2025. The operating loss was $296.54 million, against $278.93 million a year earlier. The net loss attributable to shareholders was $255.63 million, or $0.37 a share, against $239.32 million and $0.37 a year earlier. The consolidated net loss, which also counts a minority investor's share of the company's Roblox China subsidiary, was $257.37 million.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12^,13

Roblox said the revenue increase came mainly from revenue recognized on the quarter's bookings and from a higher amortization of earlier deferred revenue. Bookings, its own non-GAAP measure of sales activity before certain non-cash adjustments, reached $1.92 billion against $1.13 billion a year earlier, and the shareholder letter put the rise at 70%. The company also pointed to consumable virtual items, which made up 22% of virtual-item revenue against 8% a year earlier, and to more daily paying users: about 2,250,000 on average against about 1,143,000. Average daily active users grew 70% to 151.5 million, the letter said.14^,15^,16^,17^,18^,19^,20

For games, the letter pointed to continued success for Grow a Garden and the rise of two new viral experiences, Steal a Brainrot and 99 Nights in the Forest. It added that Grow a Garden set what was then a record in July at nearly 22 million concurrent players, and that Steal a Brainrot passed 25 million concurrent players. Developer exchange fees, the expense for what developers and creators in the company's Developer Exchange Program earn, rose 85% to $427.93 million from $231.54 million. The company said they outgrew bookings mainly because of differential Robux pricing, the launch of Creator Rewards in July 2025 and an 8.5% rise in the rate at which earned Robux convert to cash from Sep 5. The letter said creators earned more than $1 billion in only nine months, a goal the company had set for the full year.21^,22^,23^,24^,25^,26^,27^,28

Revenue was $1.04 billion in the quarter to Mar 31, 2025 and $1.08 billion in the quarter to Jun 30, 2025. Adjusted EBITDA, a non-GAAP measure that starts from the consolidated net loss and leaves out interest, taxes, depreciation and amortization, and stock-based pay among other items, was $45.7 million against $55.0 million a year earlier. For the fourth quarter, management guided to revenue of $1,350 million to $1,400 million and bookings of $2,000 million to $2,050 million.29^,30^,31^,32^,33

Our records hold the text of this report's management discussion and analysis and nothing else of the filing, so its notes to the financial statements are not among what we read. Our records also keep one value for each period, so they cannot tell whether the year-earlier figures were restated.34^,35