Roblox Reports Second Quarter 2025 Financial Results

Growth across DAUs, Hours Engaged, Revenue and Bookings; Raising full-year guidanceSAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, released its second quarter 2025 financial and operational results and issued its third quarter and updated full year 2025 guidance today. Separately, Roblox posted a letter to shareholders and supplemental materials on the Roblox investor relations website at ir.roblox.com. Second Quarter 2025 Financial, Operational, and Liquidity Highlights Revenue was $1,080.7 million, up 21% year-over-year, and also up 21% year-over-year on a constant currency basis1. Bookings2 were $1,437.6 million, up 51% year-over-year, and up 49% year-over-year on a constant currency basis1. Net loss attributable to common stockholders was $278.4 million, while consolidated net loss was $279.8 million. Adjusted EBITDA2 was $18.4 million, which excludes an adjustment for a total net increase in deferred revenue and deferred cost of revenue of $301.5 million. Net cash and cash equivalents provided by operating activities were $199.3 million, up 32% year-over-year, while free cash flow2 was $176.7 million, up 58% year-over-year. Average Daily Active Users (“DAUs”) were 111.8 million, up 41% year-over-year. Hours engaged were 27.4 billion, up 58% year-over-year. Average monthly unique payers were 23.4 million, up 42% year-over-year, and average bookings per monthly unique payer was $20.48. Average bookings per DAU (“ABPDAU”) was $12.86, up 7% year-over-year. Cash and cash equivalents, short-term investments, and long-term investments totaled $4,738.5 million; net liquidity3 was $3,731.4 million. “Our Q2 2025 results demonstrate broad-based strength across the Roblox platform, fueled by the emergence of several viral experiences. Our year on year growth this quarter is a reflection of our strategic investments in infrastructure and performance, discovery, and the virtual economy, which continue to create fertile conditions for creators to thrive as part of a healthy, interconnected ecosystem. We are encouraged by the momentum across Roblox as we look to capture 10% of the global gaming content market flowing through our platform,” said David Baszucki, founder and CEO of Roblox. “I am excited to join Roblox at such a dynamic time. The scale of this business is impressive, with significant growth across key metrics including DAUs, Hours Engaged, Monthly Unique Payers, Revenue, and Bookings clearly demonstrating the health and expanding reach of our platform. This exceptional topline growth, coupled with improving margins, excellent cash flow generation, and our strong balance sheet, positions us to continue investing in long-term, durable growth,” said Naveen Chopra, chief financial officer of Roblox. ____________________ 1 Constant currency is calculated by converting our current period bookings and associated revenue generated from current period bookings, and current period ABPDAU into U.S. dollars using the comparative prior period’s monthly exchange rates for our non-USD currencies, rather than the actual average exchange rates in effect during the current period. By adjusting revenue, bookings, and ABPDAU for constant currency, we are able to provide a framework for assessing how our business performed excluding the effect of foreign currency rate fluctuations. 2 Bookings, Adjusted EBITDA, and free cash flow are non-GAAP financial measures that we believe are useful in evaluating our performance and are presented for supplemental information purposes only and should not be considered in isolation from, or as a substitute for, financial information presented in accordance with GAAP. For further information, please refer to definitions and reconciliations provided below and in our annual and quarterly SEC filings. 3 Net liquidity represents cash and cash equivalents, short-term investments, and long-term investments, less short and long-term debt, net. Forward Looking Guidance Roblox provides its third quarter and updated full year 2025 GAAP and non-GAAP guidance: Third Quarter 2025 Guidance Revenue between $1,110 million and $1,160 million. Our revenue guidance assumes that there are no material changes in estimates used in our revenue recognition, such as the estimated average lifetime of a paying user. Bookings between $1,590 million and $1,640 million. Consolidated net loss between $(396) million and $(366) million. Adjusted EBITDA between $(58) million and $(28) million, which excludes an adjustment for a total net increase in deferred revenue and deferred cost of revenue of $408 million. Net cash and cash equivalents provided by operating activities between $415 million and $445 million. Capital expenditures of $(85) million. Free cash flow between $330 million and $360 million. Updated Full Year 2025 Guidance Revenue between $4,390 million and $4,490 million. Our revenue guidance assumes that there are no material changes in estimates used in our revenue recognition, such as the estimated average lifetime of a paying user. Bookings between $5,870 million and $5,970 million. Consolidated net loss between $(1,261) million and $(1,201) million. Adjusted EBITDA between $(5) million and $55 million, which excludes an adjustment for a total net increase in deferred revenue and deferred cost of revenue of $1,285 million. Net cash and cash equivalents provided by operating activities between $1,335 million and $1,395 million. Capital expenditures of $(310) million. Free cash flow between $1,025 million and $1,085 million. Executive Transition Manuel Bronstein, the Company’s Chief Product Officer, has announced 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. Earnings Q&A Session Roblox will host a live Q&A session to answer questions regarding its second quarter 2025 results on Thursday, July 31, 2025 at 5:30 a.m. Pacific Time/8:30 a.m. Eastern Time. The webcast will be open to the public at ir.roblox.com or by clicking here. Forward-Looking StatementsRead the full story here

Roblox Reports Second Quarter 2025 Financial Results

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