Roblox Corporation (RBLX) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Roblox published the results on October 29, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Roblox recognizes most bookings as revenue over the estimated average lifetime of a paying user, 27 months in Q3 2026. Revenue therefore lags bookings: Q3 2026 revenue rose while bookings fell.
• The net income figure is net loss attributable to common stockholders. Consolidated net loss, before the noncontrolling interest, was $230 million against $258 million.
• Roblox reports no adjusted EPS. Its non-GAAP measures are bookings, Adjusted EBITDA and free cash flow.

Source: Roblox Q3 2026 shareholder letter, October 29, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Roblox splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Roblox's United States and Canada revenue was $895 million in Q3 2026, up 10% from $817 million in Q3 2025, 57% of total revenue.
• Roblox's Europe revenue was $325 million in Q3 2026, up 23% from $265 million in Q3 2025, 21% of total revenue.
• Roblox's Asia-Pacific, including Australia and New Zealand revenue was $191 million in Q3 2026, up 25% from $153 million in Q3 2025, 12% of total revenue.
• Roblox's Rest of world revenue was $161 million in Q3 2026, up 28% from $126 million in Q3 2025, 10% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Roblox said:

“For Q4'26, we expect revenue growth to be in the range of 4% to 12% year-over-year, and bookings to decline 10% to 15% year-over-year”

“We are also applying a slightly wider range to our guidance in Q4 given the significant proportion of bookings that are typically generated in the last week of December.”

“In Q4'26, we expect operating cash flow to be in the range of $190 million to $275 million and free cash flow to be in the range of $(190) million to $(105) million, which includes the capital expenditures timing shift from Q3'26 to Q4'26”

Source: Roblox Q3 2026 shareholder letter, Oct 29, 2026.

This is the company's own guidance as of Oct 29, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the RBLX forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and net loss per share, each as first reported in that quarter's shareholder letter. Roblox reported in thousands of dollars through Q4 2025 and in millions from Q1 2026, which is why the later figures are rounded.

We do not hold a confirmed date for Roblox's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 29, 2026

Roblox's revenue rose 16% to $1,572 million in Q3 2026 while bookings, what users spent in the quarter, fell 12% to $1,697 million from $1,922 million. The two move apart because Roblox defers most bookings and recognizes them over the estimated average lifetime of a paying user, 27 months, so this quarter's revenue still carries the large bookings of 2025. (Roblox Q3 2026 shareholder letter, Oct 29, 2026; Roblox Form 10-Q, Q3 2026, Oct 29, 2026)

The 10-Q puts the revenue rise down to higher amortization of prior-period deferred revenue, partly offset by lower bookings and a smaller share of consumable virtual items, which are recognized when used: they were 10% of virtual item revenue against 22% a year earlier. Durable items made up the other 90%. (Roblox Form 10-Q, Q3 2026, Oct 29, 2026)

By billing country, the United States and Canada brought in $895 million, 57% of revenue, against 61% a year earlier. Europe grew to $325 million and Asia-Pacific to $191 million. The United States alone was 54% of revenue, and no other country exceeded 10%. (Roblox Form 10-Q, Q3 2026, Oct 29, 2026)

Roblox depends on two app stores for a large share of sales: 24% of Q3 2026 revenue came from Robux sold through the Apple App Store and 15% through the Google Play Store. Roblox pays those platforms, and the Xbox and PlayStation stores, up to 30% of what users spend through them. (Roblox Form 10-Q, Q3 2026, Oct 29, 2026)

Roblox said DAUs were 138 million, down 9% from a year earlier but up 12% from Q2 2026, and hours engaged were nearly 34 billion, down 15%. Average monthly unique payers fell 16% to 30 million, while bookings per payer rose 5%. (Roblox Q3 2026 shareholder letter, Oct 29, 2026)

Roblox reported a GAAP net loss of $0.32 per share in Q3 2026, against $0.37, and gives no adjusted EPS. The loss comes from timing: costs such as Developer Exchange fees ($403 million), personnel and infrastructure are expensed in the quarter, while most of the revenue from the same bookings is deferred. (Roblox Q3 2026 shareholder letter, Oct 29, 2026)

Two items weigh on the GAAP figure. Stock-based compensation was $298 million, and general and administrative expense included $49 million of legal settlement accruals tied to settlements and negotiations with various states and territories over youth-related consumer protection and digital safety matters. Roblox excludes both from Adjusted EBITDA, which was $138 million against $46 million. (Roblox Q3 2026 shareholder letter, Oct 29, 2026; Roblox Form 10-Q, Q3 2026, Oct 29, 2026)

Weighted-average shares rose to 715,936 thousand from 697,282 thousand. Roblox repurchased 4.4 million shares for approximately $200 million in Q3 2026, a program it says is designed to partially offset dilution from employee equity grants, and had approximately $2.4 billion of authorization left. (Roblox Q3 2026 shareholder letter, Oct 29, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Roblox guides revenue, bookings, net loss, Adjusted EBITDA and cash flow for the next quarter in its shareholder letter. For Q4 2026 it expects revenue of $1,470 million to $1,580 million, up 4% to 12%, and bookings of $1,890 million to $2,000 million, down 10% to 15%. The bookings range assumes a seasonal decline in DAUs between Q3 and Q4. (Roblox Q3 2026 shareholder letter, Oct 29, 2026)

Roblox also guided a consolidated net loss of $363 million to $423 million and Adjusted EBITDA of negative $10 million to negative $70 million, citing fixed cost deleveraging and investment in the Roblox App, the Universal Player and Roblox Everywhere. It expects free cash flow of negative $105 million to negative $190 million because capital spending shifted from Q3 into Q4. (Roblox Q3 2026 shareholder letter, Oct 29, 2026)

A consensus figure is the average of the models published by the analysts who cover Roblox, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Roblox's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning RBLX is on is RBLX a buy or a sell?, what analysts expect next is on the RBLX forecast, and what the company does is on the Roblox Corporation (RBLX) stock page.

Every number on this page can be traced to a document Roblox published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.