Roblox

Q2 FY2026 EarningsQ2 FY26 revenue of $1,469M significantly beat the $1,596M consensus (implied mean), while GAAP EPS of -$0.26 surpassed the -$0.33 expected. Despite the revenue beat, bookings of $1,557M landed at the low end of guidance due to lower hourly monetization in younger cohorts and algorithmic shifts prioritizing retention over short-term spend. Operating cash flow of $318M and free cash flow of $294M both exceeded expectations significantly, driven by strong international growth and deferred revenue tailwinds.