[8-K] Roblox Corporation Reports Material Event

Rhea-AI Filing Summary

Roblox Corporation (NYSE: RBLX) filed a Form 8-K announcing several notable events.

• Items 2.02 & 7.01: On 31 Jul 2025 the company released its Q2 2025 earnings press release and shareholder letter, which also provide Q3 and revised full-year 2025 guidance. These materials are furnished as Exhibits 99.1 and 99.2 and are not deemed “filed” for Exchange Act purposes.
• Item 5.02: Chief Product Officer Manuel Bronstein will resign effective 30 Sep 2025 to pursue personal interests. He will continue as an advisor through 13 Apr 2026 to assist with the transition.
• Item 8.01: The shareholder letter states that keynote addresses from the annual Roblox Developers Conference will be live-streamed on 5 Sep 2025 via YouTube and the investor relations site.

No financial figures or detailed guidance metrics are included in this filing; investors should review the furnished exhibits for quantitative information.

Positive

• Company furnished updated Q3 and full-year 2025 guidance, giving investors fresh outlook once details are reviewed.
• Live streaming of Roblox Developers Conference keynotes on 5 Sep 2025 underscores community engagement and transparency.

Negative

• Chief Product Officer Manuel Bronstein is resigning effective 30 Sep 2025, introducing potential product leadership risk.
• 8-K omits actual financial metrics, requiring investors to access separate exhibits for critical data.

Insights

Equity Research Analyst

TL;DR: Routine 8-K; product chief exit mildly negative, earnings materials furnished; impact limited until guidance numbers reviewed.

The filing itself is largely procedural, directing investors to the press release and shareholder letter for Q2 results and updated outlook. Manuel Bronstein’s planned departure removes an experienced product leader, but his advisory role through April 2026 eases near-term disruption. The live-streamed developer conference illustrates continued ecosystem engagement yet is not expected to be financially material. Overall impact is neutral until the underlying guidance and KPIs—bookings, DAUs, margins—are assessed within Exhibits 99.1/99.2.

FALSE000131509800013150982025-07-282025-07-28

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): July 28, 2025

____________________________

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 July 31, 2025, Roblox Corporation (the “Company”) issued a press release announcing financial results for its second quarter ended June 30, 2025 as well as third quarter and updated full year 2025 guidance. The Company also posted a shareholder letter and supplemental materials on its investor relations website (ir.roblox.com). A copy of the press release and shareholder letter are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K and are 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 5.02    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

(b) Resignation of Certain Officers

On July 28, 2025, Manuel Bronstein, the Company’s Chief Product Officer, notified the Company of his intent to resign as Chief Product Officer, effective September 30, 2025, to pursue personal interests and entrepreneurial opportunities. He will remain as an advisor through April 13, 2026 to assist with the transition.

Item 7.01    Regulation FD Disclosure.

The Company also reported third quarter and updated full year 2025 guidance in its press release and shareholder letter, which were issued on July 31, 2025, copies of which are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K and are 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 and Exhibit 99.2 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 8.01    Other Events.

On July 31, 2025, the Company also announced in its Shareholder Letter, a copy of which is furnished as Exhibit 99.2, that it will be live broadcasting the keynote addresses from its annual Roblox Developers Conference on Friday, September 5, 2025 on its YouTube channel and the broadcast will also be available on the Company’s investor relations website (ir.roblox.com).

Item 9.01    Financial Statements and Exhibits.

(d)Exhibits

Exhibit Number						Description
99.1						Press Release dated July 31, 2025
99.2						Shareholder Letter dated July 31, 2025
104						Cover Page Interactive Data File (formatted as inline XBRL)

1

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: July 31, 2025			By:			/s/ Naveen Chopra
						Naveen Chopra Chief Financial Officer (Principal Financial Officer)

2

FAQ

What did Roblox (RBLX) disclose in its July 31, 2025 Form 8-K?

The filing furnishes Q2 2025 results and guidance, notes the CPO’s resignation, and announces live-streaming of the September 5 developer conference.

When will Chief Product Officer Manuel Bronstein leave Roblox?

Bronstein will step down on September 30, 2025 and remain an advisor until April 13, 2026.

Where can investors find Roblox's Q2 2025 financial results and guidance?

They are contained in the press release (Exhibit 99.1) and shareholder letter (Exhibit 99.2) posted on ir.roblox.com.

Is the financial press release considered “filed” with the SEC?

No. Exhibits 99.1 and 99.2 are furnished under Items 2.02 and 7.01 and are not deemed “filed” for Exchange Act purposes.

When will the Roblox Developers Conference keynote be broadcast?

Keynotes will stream live on September 5, 2025 via YouTube and the company’s investor relations site.