Roblox (RBLX) Tops Q2 EPS by 9c, Offers Guidance

Roblox (NYSE: RBLX) reported Q2 EPS of ($0.26), $0.09 better than the analyst estimate of ($0.35). Bookings for the quarter came in at $1.6 billion versus the consensus estimate of $1.61 billion.

GUIDANCE:

Roblox sees Q3 2026 bookings of $1.576-1.653 billion, versus the consensus of $1.86 billion.

• Guidance Our conviction in the ability to deliver 20%+ compounded top line growth over the long term has not changed. As we’ve said before, the trajectory of this growth will be non-linear due to the inherent variability of our business and the timing of investment necessary to scale. For example, in 2026, we are making foundational platform changes across safety and discovery and we are investing aggressively in AI-enablement for creators – all of which leads to a wider range of outcomes for the full year. In light of these changes, we are accelerating our previously announced transition to quarterly-only guidance by one quarter, issuing guidance for Q3, but not the full year. Given our long-term focus we do not believe annual guidance is a helpful tool for investors. For Q3 2026, we expect revenue to increase by 4% to 10% year-over-year, and bookings to decline 14% to 18% year-over-year5 . We expect a sequential increase in DAUs, benefitting from seasonality and our recent discovery algorithm changes, though monetization softness observed in Q2 is expected to persist in Q3. Given our expectations for Q3 bookings, we expect fixed cost deleveraging. Additionally, we anticipate incremental investments in infrastructure to support AI-related initiatives like Build, Roblox Reality, and Moments. In Q3 2026, we expect operating cash flow in the range of $110 million to $175 million and free cash flow in the range of $(60) million to $5 million, including previously disclosed back-half loaded capital expenditures. Our Q3 operating and free cash flow expectations include an approximate $40 million year-over-year headwind to working capital related to the timing of creator payouts.

For earnings history and earnings-related data on Roblox (RBLX) click here.

You May Also Be Interested In

• Attention Long-Term Shareholders of AeroVironment, Inc. (NASDAQ: AVAV); PROCEPT BioRobotics Corporation (NASDAQ: PRCT); Roblox Corporation (NYSE: RBLX) and The Simply Good Foods Company (NASDAQ: SMPL
• Analog Devices climbs as fiscal Q3 results, Q4 outlook beat forecasts
• Beam Global (BEEM) Tops Q2 EPS by 8c