EarningsQ2 2026 Earnings Report
MX:RBLX Q2 2026 EPS Results
Actual EPS-$4.76
Consensus EPS-$6.29
Beat/MissBeat by +$1.54
One Year Ago EPS-$7.50
MX:RBLX Q2 2026 Revenue Results
Actual Revenue$26.87B
Expected Revenue$29.27B
Beat/MissMissed by -$2.39B
YoY Revenue Growth+35.93%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeAfter Close
Conference CallThursday, July 30, 2026
MX:RBLX Upcoming Earnings
Roblox's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:RBLX Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong top‑line revenue growth, substantial cash flow expansion, user growth and international gains, plus meaningful progress on safety and strategic product initiatives (Build, Moments, Reality). However, those positives were offset in the near term by a notable monetization shortfall (especially among under‑13 cohorts), discovery algorithm changes that reduced short‑term bookings, a Q3 bookings guide implying a 14%–18% YoY decline, and increased AI/infrastructure investments that pressure margins. Management emphasized conviction in long‑term benefits from discovery and AI investments but acknowledged short‑term variability and withheld full‑year guidance.Company Guidance
Revenue Growth
Revenue grew 36% year‑over‑year to $1.5 billion in Q2 2026.
Bookings and Cash Flow Scale
Bookings were $1.6 billion (up 8% YoY) and operating cash flow rose 60% YoY to $318 million; free cash flow increased 66% YoY to $294 million.
User and Engagement Expansion
Daily active users reached 123 million, up 10% YoY, and hours grew 5% to 29 billion; strong international DAU growth included Japan +67% and India +64%, with hours in India up 160% and Japan up 60%.
Content Diversification
Top 10 games' share of total hours declined from ~30% three years ago to ~20% today, indicating a broader, more diverse set of content driving engagement.
Safety and Age Verification Progress
AgeCheck penetration increased to 57% globally (Australia ~80%, US & UK ~70%), with US 18+ AgeCheck penetration around 75%; age‑banded communication and Kids/Select accounts rolled out in June.
Strategic Product Initiatives
Launched and tested several strategic initiatives: Build (AI‑assisted creation live in New Zealand), Moments (short‑form video tests for 16+ in Canada/NZ/Singapore), Reality/Morpheus R&D, and communications features (Global Chat, Quick Words; in‑experience friend chat planned for Q3).
Return of Users from Russia
Reinstatement of Roblox in Russia contributed to improved sign‑ups and contributed to sequential DAU tailwinds entering Q3.
MX:RBLX Earnings History
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