Roblox says plans to provide 2026 guidance during Q4 earnings call

Roblox (RBLX) said: “We are clearly pacing ahead of our long term bookings goals. As previously noted, based on our 2025 guidance, bookings will have compounded 37% annually since the end of 2023. As we look to next year, our long-term objectives have not changed, though we recognize that tough comps and valuable new safety features will factor into reported growth in 2026. With respect to margins, we will continue to prioritize investments to support genre expansion and long-term growth. As a result, our operating margin could decline slightly year-over-year due to the combination of higher DevEx rates and the impact of infrastructure and safety related investments catching up with rapid bookings growth in the back half of 2025. These investments will also require additional CapEx spend such that the total magnitude of CapEx will likely be roughly flat between 2025 and 2026. We still expect free cash flow growth to meaningfully exceed bookings growth in 2026 and we anticipate a reduction in share dilution in 2026 compared to 2025. While the path may not be entirely linear, we are increasingly bullish about our ability to capture 10% of the $180 billion global gaming content market on Roblox and, ultimately, become one of the great global consumer internet platforms.”