The earnings call highlighted strong financial performance with significant revenue, bookings, and cash flow growth. There was notable expansion in user engagement and creator earnings. Challenges included slower growth in Europe due to regional issues and investor concerns about potential macroeconomic impacts. However, the positive aspects of growth and innovation significantly outweigh the challenges faced.

Company Guidance

In the Q1 2025 earnings call, Roblox reported strong performance, surpassing its previous guidance and 2023 Investor Day goals. The company achieved a Q1 revenue of $1.035 billion, marking a 29% year-on-year increase, exceeding the guidance of $990 million to $1.015 billion. Bookings reached $1.207 billion, up 31% year-on-year, and surpassed the guidance range of $1.125 billion to $1.15 billion. Roblox's Daily Active Users (DAUs) were 97.8 million, a 26% increase from the previous year. Engagement hours grew to 21.7 billion, up 30% year-on-year. Cash from operations was $443 million, an 86% increase, while free cash flow rose by 123% to $426 million. Creator earnings (DevEx) increased by 39% to $281 million, contributing to the expectation of over $1 billion in creator earnings for the year. The company highlighted significant growth across various regions and age demographics, with notable DAU increases in Japan (48%) and India (77%). Additionally, Roblox emphasized its focus on operational efficiency and strategic investments, particularly in AI-driven moderation and search and discovery algorithms, to enhance platform quality and support creator success.

Record Revenue and Bookings Growth

Q1 2025 revenue was $1.035 billion, up 29% year-on-year, surpassing guidance. Bookings were $1.207 billion, up 31% year-on-year, also ahead of guidance.

Strong Growth in Daily Active Users

Q1 DAUs reached 97.8 million, up 26% year-on-year. Notable regional growth includes Japan at 48% and India at 77%.

Significant Increase in Cash Flow

Cash from operations was $443 million, up 86% year-on-year, and free cash flow was $426 million, up 123%.

Creator Earnings Surge

Developer exchange (DevEx) was up 39% year-on-year, with creators on track to earn over $1 billion this year.

Expansion in Genre and Developer Success

Genres like RPG, sports, and battle saw 69% growth. More developers, including 100 developers earning over $1 million in the past 12 months.

Advancements in AI and Safety

AI-driven moderation has improved efficiency and quality. New AI voice classifier model is open source, contributing to industry-wide safety efforts.

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Roblox (RBLX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RBLX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2025	2025 (Q2)	-0.37 / -	-0.32	―	―	―
May 01, 2025	2025 (Q1)	-0.40 / -0.32	-0.43	25.58% (+0.11)
Feb 06, 2025	2024 (Q4)	-0.45 / -0.33	-0.52	36.54% (+0.19)
Oct 31, 2024	2024 (Q3)	-0.38 / -0.37	-0.45	17.78% (+0.08)
Aug 01, 2024	2024 (Q2)	-0.39 / -0.32	-0.46	30.43% (+0.14)
May 09, 2024	2024 (Q1)	-0.53 / -0.43	-0.44	2.27% (+0.01)
Feb 07, 2024	2023 (Q4)	-0.55 / -0.52	-0.48	-8.33% (-0.04)
Nov 08, 2023	2023 (Q3)	-0.49 / -0.45	-0.5	10.00% (+0.05)
Aug 09, 2023	2023 (Q2)	-0.44 / -0.46	-0.3	-53.33% (-0.16)
May 10, 2023	2023 (Q1)	-0.36 / -0.44	-0.27	-62.96% (-0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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RBLX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 01, 2025	$67.05	$69.00	+2.91%
Feb 06, 2025	$75.47	$67.12	-11.06%
Oct 31, 2024	$43.14	$51.72	+19.89%
Aug 01, 2024	$41.52	$38.85	-6.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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