[8-K] Upbound Group, Inc. 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.

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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 31, 2025

___________________________________________________

UPBOUND GROUP, INC.

(Exact name of registrant as specified in charter)

 ___________________________________________________

Delaware

001-38047

45-0491516

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(IRS Employer Identification No.)

5501 Headquarters Drive

Plano, Texas 75024

(Address of principal executive offices and zip code)

(972) 801-1100

(Registrant’s telephone number, including area code)

N/A

(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
Common Stock, $.01 Par Value			UPBD			The Nasdaq Global Select Market

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, Upbound Group, Inc. issued a press release announcing its financial results for the quarter ended June 30, 2025. Copies of the press release and earnings release are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information contained in this paragraph, as well as Exhibits 99.1 and 99.2 referenced herein, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933.

Item 7.01 Regulation FD Disclosure.

On July 31, 2025, Upbound Group, Inc. issued an investor presentation announcing its financial results for the quarter ended June 30, 2025. A copy of the investor presentation is attached hereto as Exhibit 99.3 and is incorporated herein by reference. The information contained in this paragraph, as well as Exhibit 99.3 referenced herein, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.						Description
99.1						Press release, dated July 31, 2025
99.2						Earnings release, dated July 31, 2025
99.3						Investor Presentation, dated July 31, 2025
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

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 hereunto duly authorized.

 

UPBOUND GROUP, INC.

Date:

July 31, 2025

By:

/s/ Fahmi W. Karam

Fahmi W. Karam

Chief Executive Officer and Chief Financial Officer

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.