RBLX Q1 2026 Earnings

Call Details

• Call Title: Roblox Corporation Q1 2026 Earnings Call
• Date: April 30, 2026 at 8:30 PM UTC
• Management Team:
  • Jamie Morris (Head of Investor Relations)
  • David Baszucki (Chief Executive Officer)
  • Naveen Chopra (Chief Financial Officer)

Call Summary

Financial Performance

• Revenue for Q1 was $1.4B, up 39% year-over-year.
• Bookings for Q1 were $1.7B, up 43% year-over-year.
• Operating cash flow for Q1 was $629M, up 42% year-over-year.
• Free cash flow for Q1 was $596M, up 40% year-over-year.
• Monthly unique payers increased to 31M, up 52% year-over-year.
• DAUs were 132M, up 35% year-over-year, and hours engaged were 31B, up 43% year-over-year.

Guidance

• Full-year revenue growth guidance was revised to 20% to 25% from the prior range referenced on the call.
• Full-year bookings growth guidance was revised to 8% to 12% from the prior guidance range discussed on the call.
• Company expects DAUs to contract between Q1 and Q2 and to return to sequential growth in Q3.
• CFO stated that the bookings reduction is largely safety-driven and that guidance assumes no major viral hits.
• CFO said roughly a quarter of the margin reduction versus prior guidance is attributable to incremental AI investments and the 18+ DevEx increase.