Roblox reports Q2 EPS (41c), consensus (36c)

Reports Q2 revenue $1.44B, consensus $1.27B. 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. “Our Q2 2025 results demonstrate broad-based strength across the Roblox (RBLX) 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.