RBLX Morgan Stanley TMT 2026

Call Details

• Call Title: Morgan Stanley TMT 2026 Conference - Roblox Corporation
• Date: March 4, 2026 at 8:00 PM UTC
• Management Team:
  • Naveen Chopra (Chief Financial Officer)

Call Summary

Strategic Commentary

• Roblox views AI as a tailwind and is investing aggressively in gaming-specific AI to accelerate creator productivity.
• The company expects agentic AI tooling to enable prompt-based game creation and materially increase creator supply and content velocity.
• The platform strategy is focused on technology improvements combined with genre and content expansion to drive audience growth and monetization.
• Roblox is building interoperable tooling that allows creators to use both internal and third-party AI capabilities to produce content.
• The company intends to leverage increased content to strengthen discovery, monetization, safety, hosting, and social graph network effects.
• Roblox articulated a roadmap spanning engine, user experience, communications, discovery, and economy features to support long-term growth.

Market / Industry View

• Roblox reported user growth of roughly 70% between the end of 2024 and the end of 2025.
• Bookings grew 55% for the full year 2025 according to the company.
• Daily active users were 144 million as of the end of 2025.
• The platform recorded 125 billion hours of engagement as of the end of 2025.
• Q4 bookings grew 63% year-over-year even in a quarter without a major new viral hit.
• The company cited average engagement of roughly 3 hours per day for its user base.