AI brief of an SEC Form 8-K · Roblox Corp (RBLX)

Roblox Q2 revenue rises 36% to $1.5 billion; Q3 bookings guided down 14% to 18%

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyRoblox Corp (RBLX)
Form8-K, current report
Filed with the SECJul 30, 2026, 4:13 PM ET
Accession number0001628280-26-051059

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2026.

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.