Roblox’s Growth Engine Stalls as Players Leave and Bookings Fall 12 per Cent
Roblox lifted revenue 16% to $1.572 billion, but bookings fell 12% and daily active users slipped 9% as marketing spending jumped 66%.
- Roblox Corporation reported Q3 revenue of $1.572 billion, a 16% year-over-year increase, though bookings fell 12% to $1.70 billion, marking the first year-on-year decline.
- Daily active users fell 9% to 138 million as the platform faced difficult comparisons to elevated 2025 growth levels that had driven prior bookings strength.
- To re-engage users, Roblox increased marketing spend 66% to $111 million, while management reported that 80% of the top 100 games used artificial intelligence tools last month.
- Management forecasts Q4 bookings between $1.89 billion and $2.00 billion, representing a 10% to 15% year-over-year decline, while capital spending is set to reach $380 million.
- Seeking 10% of the global gaming market, Roblox plans to launch Roblox Everywhere in the first half of 2027, enabling select top games to run as standalone apps in major stores.
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11 Articles
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Roblox’s growth engine stalls as players leave and bookings fall 12 per cent
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