Industry

Roblox bookings fell 12% last quarter but beat its own forecast, as daily users hit 138 million

By PPRGaming · October 30, 2026

Roblox promotional image with the words Play, create, have fun. over a grid of colorful game thumbnails
Image: Roblox

Down, but not as far as expected. Roblox reported its third-quarter results on Thursday. According to its shareholder letter, bookings came in at $1.7 billion, down 12% from a year ago, but above the high end of the company’s own guidance. Roblox says the drop reflects a comparison with the “extraordinary growth” it saw in 2025, and that bookings are still up more than 50% over two years.

The numbers

  • Revenue: $1.6 billion, up 16% year over year
  • Bookings: $1.7 billion, down 12% year over year
  • Daily active users: 138 million, up 12% from the previous quarter
  • Hours engaged: nearly 34 billion, up 17% from the previous quarter
  • Net loss: $230 million, compared with $258 million a year earlier
  • Adjusted EBITDA: $138 million, up from $46 million

Players 18 and over made up 29% of global age-checked daily users and 37% in the U.S., up from 27% and 33% in the second quarter. Roblox calls that its fastest-growing group and says U.S. adult users spend more than 50% more than younger ones.

AI is a big part of the pitch. Roblox says more than 80% of its top 100 games used AI tools over the past month, and two games built “almost entirely with AI,” Break and Steal an Egg and Huss Valley, broke into its top 20. Its new prompt-to-game tool, Build, is in alpha in New Zealand, Singapore, Serbia and Thailand, where more than 500,000 people have used it and published over 70,000 games.

The company also laid out two new initiatives. Roblox Everywhere would let creators self-publish standalone Roblox games to the app store of their choice, with a first phase planned for the first half of next year using select top games. The Universal Player includes a goal of using AI to import existing console, PC and mobile games onto Roblox.

Looking ahead: for the current quarter, Roblox expects revenue growth of 4% to 12% ($1.47 billion to $1.58 billion) and bookings down 10% to 15% ($1.89 billion to $2.0 billion). It says that assumes the usual seasonal dip in daily users between Q3 and Q4, and it’s using a wider range than usual because so much of its holiday bookings land in the last week of December.

PPR take: The headline drop is mostly last year’s numbers being huge. The more interesting part is how hard Roblox is leaning on AI-built games and grown-up players to drive what comes next.

Sources