Roblox Corp. headquarters in San Mateo, California, US, on Tuesday, Feb. 3, 2026.
David Paul Morris | Bloomberg | Getty Images
Roblox shares surged as much as 20% in extended trading Thursday after the company reported results for the fourth fiscal quarter that beat consensus estimates.
Here’s how the gaming company did, compared with estimates from analysts polled by LSEG:
- Losses per share: 45 cents vs. 48 cents expected by analysts
- Bookings: $2.22 billion vs. $2.05 billion expected by analysts
The company said it expects first quarter bookings to come in between $1.69 billion and $1.74 billion, which is higher than Wall Street expectations of $1.68 billion.
Roblox’s fourth-quarter bookings increased 63% from a year ago, while the company reported $316 million in net loss for the quarter, a nearly 44% increase from $220 million the year prior.
The company reported 144 million average DAUs for the fourth-quarter, up 69% year-over-year. Analysts expected 138 million DAUs.
Roblox announced in its letter to shareholders that it no longer plans to issue annual guidance starting in 2027 due to “inherent variability” in the company’s business. Instead, Roblox said it will focus on providing quarterly guidance.
Roblox has faced criticism for putting underage users at risk, with multiple lawsuits on behalf of children who were sexually exploited on the gaming platform.
The company said that late in the fourth quarter it began a mandatory age check for users looking to access communication features in Australia, New Zealand and the Netherlands. Roblox said 60% of its daily users in those markets had age checked while 45% of global daily users had done so.
Roblox said the age-check rollout, which was completed globally in January, has caused “a mid-single-digit headwind to engagement growth and a low-single-digit headwind to bookings growth.” But the company added that “the strategic upside is significant.”
“Accurate age data unlocks a long-term opportunity to tailor features and content, increasing safety and civility, which in turn drives organic engagement growth,” the company wrote.
Roblox said it has found that the age checking has revealed its user base is younger than indicated by self-reported data. Among daily users, 38% are between the ages of 13 and 17, 35% are under the age of 13 and 27% are over 18.
The company said it views its scale with young users is a “valuable strategic asset.”
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