Roblox revenue rises 39% to $1.44 billion in the first quarter; shareholders' net loss is $246 million

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 $1.44 billion for the quarter from Jan 1 to Mar 31, 2026, up 39% from $1.04 billion in the same quarter a year earlier. It filed the figures on Apr 30 in its quarterly report on Form 10-Q, the report a US public company files with the Securities and Exchange Commission. Operating income was a loss of $294 million, against a loss of $255 million a year earlier. Net income attributable to Roblox's shareholders was a loss of $246 million, or $0.35 a share, against a loss of $215 million, or $0.32 a share, a year earlier. Counting non-controlling interests, the stakes that other investors hold in subsidiaries, the consolidated net loss was $248 million.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12

Roblox describes its platform as a place where people connect in games built by its global community of creators. Developer exchange fees, the expense for the cash that creators in its Developer Exchange Program are eligible to be paid for the Robux they earn, came to $423 million in the quarter, up 50% on the same quarter a year earlier. The company says the rise outpaced the growth in bookings, driven in part by an 8.5% increase in what creators can receive in cash for earned Robux since Sep 5, 2025. The filing says that from Jun 8, 2026, Roblox would raise the effective earnings creators get on eligible in-game spend by age-checked US users aged 18 or older.13^,14^,15^,16^,17

Roblox reported 132 million average daily active users for the quarter, and about 1.9 million of them were paying users on an average day. Bookings, a non-GAAP measure the company defines as sales activity in a period without certain non-cash adjustments, were $1.73 billion in the quarter, against $1.21 billion a year earlier. Revenue, the GAAP figure, is mostly recognized over the estimated average lifetime of a paying user, so revenue and bookings are different figures. General and administrative expenses for the quarter rose $90 million, or 76%, mainly on $57 million of legal settlement accruals tied to settlements and talks with various states over youth-related consumer protection and digital safety matters.18^,19^,20^,21^,22

The company's letter to shareholders says growth in daily active users and bookings decelerated, as it expected, from the gains of 2025 and the platform ban in Russia, which took effect in December 2025. It says it believes its age-check rollout, which restricted on-platform communication for users who had not checked their age, tempered growth further. In the same letter Roblox said it expected full-year 2026 revenue growth of 20% to 25% and bookings growth of 8% to 12%.23^,24^,25

Our records hold the text of the report's management discussion but not the notes to its financial statements or its other exhibits, and they cannot tell whether the year-earlier figures were restated.26^,27