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

Roblox Q3 revenue rose 16% to $1.6 billion; bookings fell 12% to $1.7 billion

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyRoblox Corp (RBLX)
Form8-K, current report
Filed with the SECOct 29, 2026, 4:10 PM ET
Accession number0001628280-26-068235

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 October 29, 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.