Roblox details Q4 2025 results and 2026 outlook

Roblox Corporation furnished an update on its business by issuing a shareholder letter with financial results for the fourth quarter and full year ended December 31, 2025, along with guidance for the first quarter and full year 2026.

Rhea-AI Filing Summary

Roblox Corporation furnished an update on its business by issuing a shareholder letter with financial results for the fourth quarter and full year ended December 31, 2025, along with guidance for the first quarter and full year 2026.

The company also posted related supplemental materials on its investor relations website and furnished the shareholder letter as Exhibit 99.1. These materials are being provided for informational purposes and are not treated as filed under securities laws unless later specifically incorporated by reference.

Insights

Equity research analyst

Roblox released Q4 and 2025 results plus 2026 guidance via a shareholder letter.

Roblox Corporation has furnished its fourth-quarter and full-year 2025 financial results together with guidance for the first quarter and full year 2026 through a shareholder letter and supplemental materials on its investor relations site.

This type of update gives a consolidated view of past performance and near-term expectations in one package, but the detailed numbers, trends, and assumptions are contained in Exhibit 99.1 rather than in the brief summary language.

The materials are expressly furnished, not filed, under securities law sections, which limits certain liability provisions and means any future impact assessment depends on the specific figures and guidance details disclosed in the shareholder letter.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

What did Roblox (RBLX) disclose in its latest 8-K?

Roblox disclosed that it issued a shareholder letter with financial results for its fourth quarter and full year 2025, and provided guidance for its first quarter and full year 2026, with the letter furnished as Exhibit 99.1.

Which periods are covered by Roblox (RBLX) financial results in this update?

The update covers Roblox’s financial results for the fourth quarter and full year ended December 31, 2025. These results are presented in a shareholder letter that is furnished as Exhibit 99.1 and referenced in the current report.

What guidance did Roblox (RBLX) provide in connection with this report?

Roblox provided guidance for its first quarter 2026 and full year 2026. This guidance is contained in the shareholder letter dated February 5, 2026, which is furnished as Exhibit 99.1 and discussed in the current report.

Where can investors find the Roblox (RBLX) supplemental materials and shareholder letter?

Investors can access the supplemental materials and shareholder letter on Roblox’s investor relations website at ir.roblox.com. The shareholder letter itself is also furnished as Exhibit 99.1 and incorporated by reference in the current report.

Are Roblox (RBLX) results and guidance in this update considered filed with the SEC?

The company states that the information in Items 2.02 and 7.01, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act, nor incorporated into other filings unless specifically referenced.

What exhibits did Roblox (RBLX) include with this current report?

Roblox included two exhibits: Exhibit 99.1, which is the shareholder letter dated February 5, 2026, and Exhibit 104, which is the cover page interactive data file formatted as inline XBRL accompanying the report.

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Accepted by SEC EDGAR 02/05/2026 - 04:06 PM Learn about SEC filing dates

FALSE00013150983150 South Delaware StreetSan MateoCalifornia00013150982026-02-052026-02-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

____________________________

FORM 8-K

____________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 5, 2026

____________________________

Roblox Corporation

(Exact name of Registrant as Specified in Its Charter)

____________________________

Nevada			001-39763			20-0991664
(State or Other Jurisdiction of Incorporation)			(Commission File Number)			(IRS Employer Identification No.)
3150 South Delaware Street, San Mateo, California						94403
(Address of Principal Executive Offices)						(Zip Code)

Registrant’s Telephone Number, Including Area Code: (888) 858-2569

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

____________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Class A Common Stock, $0.0001 par value

RBLX

The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 2.02    Results of Operations and Financial Condition.

On February 5, 2026, Roblox Corporation (the “Company”) issued a shareholder letter announcing financial results for its fourth quarter and year ended December 31, 2025 as well as guidance for its first quarter and full year 2026. The Company also posted supplemental materials on its investor relations website (ir.roblox.com). A copy of the shareholder letter is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. Information on the Company’s website is not, and will not be deemed, a part of this report or incorporated into this or any other filings that the Company makes with the Securities and Exchange Commission.

Item 7.01 Regulation FD Disclosure.

The Company also reported guidance for its first quarter and full year 2026 in its shareholder letter, which was issued on February 5, 2026, a copy of which is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.

The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01    Financial Statements and Exhibits.

(d)Exhibits

Exhibit Number						Description
99.1						Shareholder Letter dated February 5, 2026
104						Cover Page Interactive Data File (formatted as inline XBRL)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

			ROBLOX CORPORATION
Date: February 5, 2026			By:			/s/ Naveen Chopra
						Naveen Chopra Chief Financial Officer (Principal Financial Officer)

2