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Roblox: Roblox's Q3 2025 Earnings: A Strong Showing with Growth Across Key Metrics

Roblox reported a revenue of $1.36 billion for Q3 2025, representing a 48% year-on-year increase, while bookings reached $1.92 billion, up 70% year-on-year. The company's earnings per share (EPS) came in at -$0.37, beating estimates of -$0.48572. Daily active users (DAUs) stood at 151.5 million, a 70% increase from the previous year, with the 13 and over age group growing 89% year-on-year. Hours of engagement also saw significant growth, reaching 39.6 billion, up 91% year-on-year. According to David Baszucki, the platform's ability to attract new users with hits like "Dress To Impress" and "Grow a Garden" drives organic growth.

RBLX

USD 86.915

-1.8%

A-Score: 4.4/10

Publication date: October 30, 2025

Full Report

Author: Analystock.ai

📋 Highlights
  • Global Gaming Bookings Share Growth Roblox captured 3.2% of global gaming bookings in Q3 2025, up from 2.3% in the prior year.
  • User Engagement Surge Daily active users (DAUs) reached 151.5 million, a 70% YoY increase, with DAUs aged 13+ rising 89% YoY.
  • Revenue and Bookings Growth Q3 revenue hit $1.36 billion (+48% YoY), while bookings soared to $1.92 billion (+70% YoY).
  • Creator Economy Expansion Creator earnings surpassed $1 billion in the first 9 months of 2025, driven by an 8.5% DevEx rate increase.
  • Infrastructure and AI Investments Roblox achieved a 45 million peak concurrency milestone and operates over 400 AI systems internally.

Growth Drivers and User Engagement

The company's growth can be attributed to its existing and new experiences on the platform, with 7 experiences having over 10 million daily active users. Roblox's virtual economy and infrastructure investments supported multiple records, including a 45 million peak concurrency. The company announced an 8.5% increase to the DevEx rate, resulting in creator earnings surpassing $1 billion in the first 9 months of 2025. Investments in AI, safety, and infrastructure are ongoing, with over 400 AI systems running inside the company.

Monetization Strategies and Future Outlook

Roblox is optimistic about its long-term opportunities in advertising but remains cautious about the near term. The company has onboarded over 140 creators for rewarded video and aims to integrate it thoughtfully to ensure it works for creators and users. With a focus on genre expansion, content diversity, and velocity, Roblox is well-positioned to drive growth in the $180-200 billion global gaming market. Analysts estimate next year's revenue growth at 22.4%.

Valuation and Key Metrics

Roblox's current valuation metrics include a P/S Ratio of 17.55 and an EV/EBITDA of -95.04. The company's ROE stands at -300.21%, and its ROIC is -27.68%. The Free Cash Flow Yield is 1.67%. These metrics indicate that the market has high expectations for Roblox's future growth, and any deviation from these expectations could impact the stock's performance.

Roblox's A-Score