Roblox Corp. shares soared more than 20% on Thursday after the gaming platform delivered a strong earnings beat and issued an optimistic outlook, signaling accelerating momentum in user growth and monetization.
The company reported fourth-quarter results that exceeded Wall Street expectations, driven by a sharp increase in bookings — a key metric that tracks sales of virtual goods and experiences on the platform. Roblox said Q4 bookings reached approximately $2.22 billion, representing a dramatic year-over-year increase and well ahead of analyst forecasts.
User engagement also climbed to new highs. Average daily active users rose to about 144 million, while total hours engaged during the quarter reached roughly 35 billion, highlighting continued global adoption and deeper usage across Roblox’s ecosystem. The company noted that growth was broad-based, spanning multiple age groups and international markets.
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Although Roblox continues to post net losses, its per-share loss was narrower than expected, easing investor concerns about profitability as the company scales. Management emphasized that ongoing investments in platform features, creator tools, and immersive experiences are helping drive long-term growth.
Looking ahead, Roblox delivered a bullish forecast for 2026, projecting full-year bookings between $8.28 billion and $8.55 billion, above consensus estimates. The company also guided first-quarter bookings higher than analysts had anticipated, reinforcing confidence in near-term performance.
Executives pointed to expanding monetization opportunities, improved discovery features, and continued strength in creator-generated content as key drivers of future growth. Roblox also highlighted its progress in attracting older users, a demographic that tends to spend more time and money on the platform.
The strong results and outlook helped lift sentiment around the stock, which has faced volatility amid broader uncertainty in the technology sector. Investors welcomed signs that Roblox’s engagement growth is translating into sustained revenue momentum.
With its latest earnings beat and confident guidance, Roblox appears to be strengthening its position in the global gaming and virtual-experience market, fueling renewed optimism about the company’s long-term potential.
