Roblox Corp Stock Price, News & Analysis

Roblox (NYSE:RBLX) reported strong Q2 2025 financial results with significant growth across key metrics. Revenue reached $1.08 billion, up 21% year-over-year, while bookings surged 51% to $1.44 billion. The platform achieved remarkable user engagement with 111.8 million daily active users (up 41%) and 27.4 billion hours engaged (up 58%).

Despite the growth, Roblox reported a net loss of $279.8 million. The company maintains a strong financial position with $4.74 billion in cash and investments. For Q3 2025, Roblox expects revenue between $1.11-1.16 billion and bookings of $1.59-1.64 billion. The company also announced that Chief Product Officer Manuel Bronstein will resign effective September 30, 2025.

Roblox (NYSE:RBLX) has launched its new Learning Hub, a platform featuring educational experiences from leading providers and creators. The hub offers interactive content across various subjects including STEM, coding, language skills, and life skills.

Notable partnerships include BBC Bitesize's upcoming Planet Planners experience for students aged 11-14, and Sesame Workshop's STEM-focused game which has already attracted 70 million visits. The Learning Hub includes popular educational experiences like Google Be Internet Awesome World, Words of Power, and Math Tower Race.

The platform aims to engage students during summer break and beyond, offering nine featured educational games covering topics from marine ecosystems to coding with Lua, making learning interactive and enjoyable through play.

Roblox (NYSE:RBLX) has announced significant safety and privacy enhancements to its platform. The company is introducing Age Estimation technology using video selfies for users 13 and older, enabling Trusted Connections that allow verified users to chat more freely. The platform is also launching new Privacy and Well-being Tools including Online Status Controls and Do Not Disturb Mode.

For enhanced parental oversight, Roblox is implementing new tools that provide insights into teens' activities, including spend notifications and screen-time statistics. The platform is also renaming its "Friends" feature to "Connections" and implementing special safeguards for interactions between teens (13-17) and adult users (18+), requiring real-life verification through QR scanning or Contact Importer.

Roblox (NYSE:RBLX) has unveiled its new licensing platform featuring the License Manager and Licenses catalog, aimed at streamlining IP integration into Roblox experiences. The platform enables IP holders to self-serve through Roblox's creator community, with a goal of having 10% of all gaming content revenue flowing through the Roblox ecosystem.

The company has launched with four initial partners: Netflix (Stranger Things, Squid Game), Lionsgate (Twilight, Saw, Divergent, Now You See Me), Sega (Like a Dragon), and Kodansha (upcoming Blue Lock and That Time I Got Reincarnated as a Slime). The platform significantly reduces licensing process time from months to days or hours, allowing rights holders to customize license terms and manage IP usage efficiently.

Roblox (NYSE:RBLX) has scheduled its Q2 2025 financial results announcement for Thursday, July 31, 2025, before U.S. markets open. The company will host a conference call at 5:30 AM PT / 8:30 AM ET on the same day to discuss the results.

Investors can access the live webcast through the Roblox investor relations website at ir.roblox.com. A replay and transcript will be available on the website shortly after the call and remain accessible for at least 12 months.

Roblox (NYSE: RBLX) has appointed Naveen Chopra as its new Chief Financial Officer, effective June 30, 2025. Chopra, who brings over 25 years of experience in media and technology, will succeed Michael Guthrie, who is stepping down to pursue personal interests. Chopra's extensive background includes CFO roles at Paramount, where he led the streaming transition, and key positions at Amazon's Devices and Services business, Pandora, and TiVo. He holds degrees in Computer Science, Economics, and an MBA from Stanford University. The incoming CFO will oversee Roblox's financial operations, including accounting, audit, tax, treasury, business operations, investor relations, and financial planning. Guthrie, who joined in 2018, will remain until June 30, 2025, and continue as a consultant to ensure a smooth transition, following a tenure marked by significant achievements including the company's 2021 direct listing and $1 billion debt issuance.

Roblox (NYSE: RBLX) reported strong Q1 2025 financial results, with revenue reaching $1.03 billion, up 29% year-over-year. Bookings increased 31% to $1.21 billion. The platform achieved significant user growth with 97.8 million daily active users (up 26% YoY) and 20.2 million monthly unique payers (up 29% YoY). Despite these gains, the company reported a net loss of $216.3 million. Free cash flow grew 123% YoY to $426.5 million. Notably, Roblox creators earned a record $281.6 million in Q1, with over 100 developers earning more than $1 million in the past 12 months. The company provided Q2 2025 guidance projecting revenue between $1.02-1.04 billion and bookings of $1.17-1.19 billion.

Roblox (NYSE: RBLX) has scheduled to release its first quarter 2025 financial results before U.S. markets open on Thursday, May 1, 2025. The company will host a conference call on the same day at 5:30 am PT / 8:30 am ET to discuss the results and answer questions.

The conference call will be accessible via live webcast through the Roblox investor relations website at ir.roblox.com. Following the call, both a replay and transcript will be made available on the investor relations website for a minimum of 12 months.

Roblox (NYSE: RBLX) reported strong Q4 and full-year 2024 results with significant growth across key metrics. Q4 revenue reached $988.2 million, up 32% year-over-year, while bookings increased 21% to $1,361.6 million. The company reported a net loss of $219.6 million for Q4.

For full-year 2024, revenue grew 29% to $3,602.0 million, and bookings increased 24% to $4,369.1 million. Operating metrics showed robust growth with Daily Active Users (DAUs) reaching 85.3 million in Q4, up 19% year-over-year. User engagement strengthened with 18.7 billion hours engaged in Q4, a 21% increase.

The company's financial position remains strong with $4.0 billion in cash and investments, and net liquidity of $3.0 billion. Free cash flow improved significantly, up 417% to $641.3 million for the full year.