Roblox Corp Stock Price, News & Analysis

Roblox (NYSE: RBLX) announced on January 7, 2026 that users will be required to complete an age check to access chat, starting in the U.S. immediately and rolling out to all chat-enabled regions over the next week.

Roblox says its Facial Age Estimation runs in-app, is processed by vendor Persona, and images are deleted immediately after processing. Users 13+ may alternatively use ID verification. Tens of millions have already completed checks and >50% of daily active users in Australia, New Zealand, and the Netherlands have done so during an earlier rollout.

Completed checks assign one of six age groups (under 9; 9–12; 13–15; 16–17; 18–20; 21+). By default, chat is off for under-9 users unless a parent consents. Roblox notes parental controls, appeal processes, and ongoing behavioral signals to prompt repeat checks.

e.l.f. Beauty (NYSE: ELF) launched Glow Up! on Roblox on December 18, 2025, a next‑generation virtual makeup game and immersive community experience.

Glow Up! features a layered makeup system enabling millions of looks, high‑fidelity realistic finishes and routines, a new "livestream" mode for themed challenges and community voting, and an inclusivity focus with four starter characters and monthly character drops. The title was developed with eGen and Exclusible and is available in the e.l.f. UP! Community on Roblox.

Roblox (RBLX) released its 2025 Roblox Replay, highlighting user-driven cultural trends and high engagement metrics. Key figures: 274 million average daily avatar updates, over 50 million searches per day, 88.7 billion hours engaged in the first three quarters of 2025, a peak of 45 million concurrent users in August, and a record gameplay peak where an experience drew >25 million concurrent users in September.

The report shows digital fashion influencing real-world purchases—70% of Gen Z wore branded virtual apparel and 88% used digital fashion to preview physical buys—and rising discovery behavior focused on genres and cultural moments.

Roblox (NYSE: RBLX) is rolling out mandatory age checks for chat to limit communication between adults and minors and set an industry safety standard. Users can voluntarily complete a Facial Age Estimation in-app (vendor: Persona) or verify with ID; images are processed and deleted after processing. Roblox assigns age groups (U9, 9–12, 13–15, 16–17, 18–20, 21+) and restricts chat across groups. Enforcement begins first week of December in Australia, New Zealand, and the Netherlands and will expand globally in early January where chat is available. Parental controls remain available and chat defaults off for under-9s unless parent consents.

Roblox (NYSE: RBLX) posted its third quarter 2025 letter to shareholders and supplemental materials, and published updated Q4 and full‑year 2025 guidance on its investor relations website at ir.roblox.com.

Roblox will host a public live Q&A on Thursday, October 30, 2025 at 5:30 a.m. PT / 8:30 a.m. ET to discuss the third quarter results; the webcast is available at ir.roblox.com.

Mattel (NASDAQ: MAT) expanded its collaboration with Roblox to launch a slate of standalone Roblox games based on Mattel brands, beginning with Monster High on October 24, 2025. The Monster High experience includes customizable pets, an alchemy lab, and character-driven gameplay, and builds on Monster High’s position as the No. 4 doll brand worldwide per Circana.

Additional Mattel franchises named for Roblox releases include Barbie, Hot Wheels, Masters of the Universe, UNO, Polly Pocket, Street Sharks, Matchbox, and Rock ’Em Sock ’Em Robots, with licensed assets available through Roblox’s License Manager for developers. Mattel cited prior Roblox success with Barbie DreamHouse Tycoon, which reached close to 500 million visits.

Roblox (NYSE:RBLX) has scheduled its Q3 2025 financial results announcement for Thursday, October 30, 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 for at least 12 months.

Roblox (NYSE:RBLX) unveiled major platform innovations at its 11th annual Roblox Developers Conference (RDC), focusing on AI integration, monetization, and performance improvements. The company announced that creators earned over $1 billion through the Developer Exchange Program in the 12 months ending June 2025.

Key innovations include 4D object creation, real-time voice chat translation in multiple languages, and new AI capabilities like text-to-speech and speech-to-text APIs. The platform is enhancing creator earnings with an 8.5% increase in the DevEx rate. Top 1000 developers now average almost $1 million in revenue, up 2.9x since 2020.

Roblox also announced partnerships with Mattel, Kodansha, and Lionsgate to bring popular IPs to the platform, alongside technical improvements including server authority, enhanced avatar systems, and the launch of Roblox Moments for short-form video sharing.

Roblox (NYSE:RBLX) has released its annual Economic Impact Report, revealing significant global economic contributions. The platform generated $445 million in GDP for the U.S. economy in 2024, with a cumulative impact of $1.62 billion from 2017 to 2024.

The report highlights that creators earned over $1 billion globally through the Developer Exchange program in the 12 months leading to Q1 2025, engaging more than 29,000 developers. The company has introduced new monetization features including Price Optimization, Rewarded Video, Creator Rewards, and Regional Pricing to support its creator community.