Roblox (RBLX) Q3 2026 Earnings Call Transcript

Roblox’s Q3 2026 earnings call focused on stronger engagement paired with softer bookings. Revenue reached $1.6 billion, up 16% year over year, supported by higher user activity. Bookings were $1.7 billion, down 12% versus the prior year due to difficult comparisons after elevated growth in 2025. Daily active users rose to 138 million (+12% quarter over quarter), aided by expansion in the over-18 demographic and international markets. Hours of engagement climbed 17% to 34 billion. Management cited an improving discovery algorithm and growing premium monetization, where Roblox Plus subscribers spent 7x more than non-subscribers. Free cash flow was $364 million. For Q4, Roblox guided bookings of $1.89 billion to $2.00 billion and revenue of $1.47 billion to $1.58 billion, also shifting $140 million of planned capex into Q4.