Every material Form 8-K Roblox Corp has filed with the SEC since May 19, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Roblox reported third-quarter 2026 revenue of $1.6 billion, up 16% year-over-year, while bookings of $1.7 billion fell 12%, though bookings beat the high end of its guidance range. The company also guided fourth-quarter bookings to a 10% to 15% year-over-year decline, which matters to shareholders because bookings are the company's leading indicator of future revenue.
Q3 2026 revenue was $1.6 billion, up 16% year-over-year; bookings were $1.7 billion, down 12% year-over-year
Daily active users were 138 million, down 9% year-over-year; consolidated net loss was $230 million versus $258 million in Q3 2025
Q4 2026 guidance: revenue of $1,470 million to $1,580 million (4% to 12% growth) and bookings of $1,890 million to $2,000 million (down 10% to 15%)
Company repurchased 4.4 million shares for approximately $200 million in Q3 and has about $2.4 billion of authorization remaining
Roblox reported second-quarter 2026 revenue of $1.5 billion, up 36% year over year, and a consolidated net loss of $185 million, narrower than $280 million a year earlier. Bookings grew 8%, at the low end of the company's guidance range, and the company guided third-quarter bookings down 14% to 18% while revenue is expected to rise 4% to 10%; it will issue quarterly guidance only, with no full-year 2026 outlook.
Q2 2026 revenue was $1,469 million, up 36% year over year; bookings grew 8%, at the low end of guidance.
Consolidated net loss was $185 million versus $280 million in Q2 2025; Adjusted EBITDA was $152 million versus $18 million.
Q3 2026 guidance: revenue of $1,413 million to $1,490 million (up 4% to 10%) and bookings down 14% to 18% year over year.
Company will provide quarterly guidance only and no full-year 2026 outlook; it repurchased 8.2 million shares for about $380 million in Q2.
Roblox's Board of Directors authorized a share repurchase program of up to $3 billion of Class A common stock, announced May 19, 2026. The company intends to buy back up to $1 billion over the next twelve months, and the program is designed to partially offset dilution from employee equity grants.
Program authorizes up to $3 billion in Class A common stock repurchases, the company's first-ever buyback.
Company intends to repurchase up to $1 billion over the next twelve months.
Program has no fixed expiration date, may be suspended or discontinued at any time, and does not obligate Roblox to buy any shares.
Repurchases may be made through open market transactions, privately negotiated transactions, or Rule 10b5-1 plans.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Roblox Corp filing is on SEC EDGAR ↗. 8-K briefs of other companies →