Summary
Roblox Corporation reported a significant increase in revenue for the first quarter of 2026, up 39% year-over-year to $1.44 billion. This growth was driven by higher bookings and an increased proportion of consumable virtual item revenue. The company also saw a substantial rise in average daily unique paying users, up from 1.2 million to 1.9 million. Despite revenue growth, Roblox continues to experience net losses, with a consolidated net loss of $248 million for the quarter. While operational costs increased across several categories, including developer exchange fees (up 50%), infrastructure and trust & safety (up 34%), and R&D (up 13%), the company's free cash flow remained robust, reaching $596 million. Significant legal settlement expenses of $57 million impacted general and administrative costs, which rose 76%. The company ended the quarter with a strong liquidity position, holding $6.2 billion in cash, cash equivalents, and short-term and long-term investments.
Financial Highlights
51 data points| Revenue | $1.44B |
| Cost of Revenue | $294.00M |
| Gross Profit | $1.15B |
| R&D Expenses | $422.00M |
| Operating Expenses | $1.74B |
| Operating Income | -$294.00M |
| Net Income | -$246.00M |
| EPS (Basic) | $-0.35 |
| EPS (Diluted) | $-0.35 |
| Shares Outstanding (Basic) | 711.70M |
| Shares Outstanding (Diluted) | 711.70M |
Key Highlights
- 1Revenue increased by 39% year-over-year to $1.44 billion in Q1 2026.
- 2Average daily unique paying users grew to 1.9 million from 1.2 million in the prior year.
- 3Developer exchange fees increased by 50% year-over-year, driven by growth in creator earnings and program changes.
- 4Consolidated net loss was $248 million, a slight increase from $216 million in Q1 2025.
- 5Free cash flow was strong at $596 million.
- 6General and administrative expenses saw a significant increase of 76%, largely due to $57 million in legal settlement accruals.
- 7The company ended the quarter with $6.2 billion in cash, cash equivalents, and investments.