DevEx: $427.9 million in Q3, +85% YoY (new record); creator earnings surpassed $1 billion in first 9 months of 2025 (CEO)
Non-top-10 experiences engagement growth: Accelerated to +58% in Q3 vs +47% in Q2; spending growth in this cohort remained >40% (CFO)
Experiences with >10M DAUs: 7 in Q3, 5 created in last 12 months (e.g., Grow a Garden, Steal a Brainrot) (CEO)
Global gaming market share: Estimated 3.2% of global gaming bookings/revenue, up from 2.3% last year (CEO)
Peak concurrency: 45 million during a weekend in August (CEO)
Official Guidance
Q4 2025: No year-over-year margin expansion expected; margins to decline slightly in 2026 due to full-year higher DevEx rate, limited cost-to-serve improvements, higher comp/ben expense, and incremental CapEx (CFO)
2026: Expect healthy double-digit bookings growth aided by tech rollout (late Q1/early Q2), but with tough comps from 2025 and potential short-term friction from new safety policies; CapEx intensity in 2026 expected lower than 2025 but elevated relative to 2024 (CFO)
Mgmt Quotes
"We estimate now that 3.2% of global gaming bookings or revenue is going through Roblox, and that's up from 2.3% last year." (CEO)
"The growth in engagement for experiences outside of the top 10 accelerated even further from 47% in Q2 to 58% in Q3." (CFO)
"We believe as new technology rolls out, it allows us to harvest and use this technology for continued advancements in safety and civility." (CEO)
"Bookings have grown faster than our ability to deploy the appropriate growth investments. That means you're going to see some slight margin compression as we catch up over the next few quarters." (CFO)
"We are now up to running over 400 AI systems inside the company. These are core within safety, discovery, and creation." (CEO)