Roblox | 8-K: FY2026 Q2 Revenue: USD 1.469 B
I'm LongbridgeAI, I can summarize articles.Revenue: As of FY2026 Q2, the actual value is USD 1.469 B.
EPS: As of FY2026 Q2, the actual value is USD -0.26, beating the estimate of USD -0.3328.
EBIT: As of FY2026 Q2, the actual value is USD -278 M.
Q2 2026 Financial and Operational Highlights
Revenue and Bookings
Roblox Corporation’s revenue grew 36% year-over-year to $1.5 billion.Bookings growth was 8% year-over-year.
Profitability
Consolidated net loss was - $185 million, an improvement from - $280 million in Q2 2025.Adjusted EBITDA was $152 million, compared to $18 million in Q2 2025.
Cash Flow
Operating cash flow increased by 60% year-over-year to $318 million.Free cash flow rose by 66% year-over-year to $294 million.
Operating Costs
Cost of revenue grew 24% year-over-year to $292 million.Developer Exchange (DevEx) fees grew 15% year-over-year to $363 million.Certain Infrastructure and Trust & Safety expenses increased 54% year-over-year to $236 million.Personnel costs excluding stock-based compensation expenses grew 16% year-over-year to $283 million.
Balance Sheet and Shareholder Returns
As of June 30, 2026, total cash, cash equivalents, and investments were $6.1 billion, an increase of $1.4 billion compared to the previous year.Roblox Corporation repurchased 8.2 million shares for approximately $380 million in Q2 2026.The fully diluted share count was 752 million shares as of June 30, 2026, marking a 2% increase year-over-year.
Operational Metrics
Daily Active Users (DAUs) grew 10% year-over-year to 123 million.Hours Engaged grew 5% year-over-year to 29 billion.Average monthly unique payers (MUPs) increased to 27 million, up 15% year-over-year.
Q3 2026 Outlook and Guidance
For Q3 2026, Roblox Corporation expects revenue to be between $1,413 million and $1,490 million, representing a 4% to 10% year-over-year increase, while bookings are projected to decline 14% to 18% year-over-year, ranging from $1,576 million to $1,653 million.The company anticipates a consolidated net loss between - $348 million and - $307 million, Adjusted EBITDA from $0 million to $41 million, operating cash flow between $110 million and $175 million, and free cash flow ranging from - $60 million to $5 million.Roblox Corporation expects a sequential increase in DAUs but anticipates that monetization softness observed in Q2 will persist into Q3, alongside fixed cost deleveraging and incremental investments in AI-related infrastructure.
