Safety and Technology - Roblox is committed to establishing a gold standard for safety on its platform and throughout the industry [1][2] - The company plans to use facial age estimation, powered by AI, to estimate the age of all users [1] - In addition to text filtering, critical harms monitoring, and prevention of image sharing, age estimation will help control communication [1] - The new age verification technology aims to gate who communicates with whom on the platform [1] - Roblox believes this initiative will establish a standard for safety and civility in the future [2]

Core Insights - Financial giants are showing a bearish sentiment towards Roblox, with 65% of traders exhibiting bearish tendencies and only 26% being bullish [1] - The significant investors are targeting a price range for Roblox between $20.0 and $220.0 over the past three months [2] - The average open interest for Roblox options trades is 1189.44, with a total volume of 35,382.00 [3] Options Trading Analysis - A total of 90 unusual trades were identified, with 40 puts valued at $3,432,433 and 50 calls valued at $3,958,872 [1] - The largest options trades include a bearish put sweep with a total trade price of $250.5K and a bullish call sweep valued at $349.7K [8] Company Overview - Roblox operates a free-to-play online video game platform with approximately 110 million daily active users, creating a virtual universe and economy based on Robux currency [9] - The platform allows creators to earn money through in-game purchases and real-world advertising, with Roblox taking a cut of these earnings [10] Market Status and Analyst Opinions - Analysts have set an average price target of $157.0 for Roblox, with varying ratings from different firms [11] - Raymond James has lowered its rating to Outperform with a new price target of $165, while Wells Fargo maintains an Overweight rating with a target of $155 [12]

We've all seen the sci-fi movies where you can create a piece of clothing or you can imagine creating a whole new world in the hollow deck just by talking about it. That really is our vision and our vision is everyone is a creator simply by talking about it, by dreaming about it. We're soon going to be releasing uh what we call 4D creation in experiences.So, if you and I are playing a a game together on Roblox and you want a new vehicle, you'll be able to talk about it and it will magically appear. We think ...

Core Viewpoint - Roblox's stock dropped over 10% to $119.91 following the release of its Q3 financial results, which showed a significant increase in revenue but also a larger net loss compared to the previous year [1] Financial Performance - Q3 revenue reached $1.4 billion, representing a 48% year-over-year increase [1] - The net loss for the quarter was $257.4 million, which is an increase from the net loss of $240.4 million in the same quarter last year [1] - The company expects full-year revenue to be between $4.83 billion and $4.88 billion, exceeding previous guidance [1]

Core Viewpoint - Roblox shares fell 10% due to expectations of increased capital expenditures that may pressure margins [1] Financial Performance - Roblox's third-quarter revenue increased by 48% year-over-year to $1.36 billion, while bookings surged by 70% to $1.92 billion, surpassing LSEG estimates of $1.65 billion [3] - The company reported a loss of 37 cents per share, which was better than analyst expectations of a loss of 49 cents per share [3] Capital Expenditures and Margins - The company anticipates capital expenditures of $468 million, an increase of $158 million from previous guidance [1] - Operating margin may decline slightly year-over-year due to higher Developer Exchange (DevEx) rates and investments in infrastructure and safety [2]

and Roblox is sharply lower today after reporting third quarter results beat on the top and bottom line but warning that operating margins could decline next year. Joining us in a first on CNBC interview to break down the quarter is Roblox co-founder and CEO David Bazooki. David, thank you so much for joining us.I would love for you to give us a little more context about the operating margin. It does seem like that's what investors and analysts are a little hung up on. Why is that going to decline year-over ...

and Roblox is sharply lower today after reporting third quarter results beat on the top and bottom line but warning that operating margins could decline next year. Joining us in a first on CNBC interview to break down the quarter is Roblox co-founder and CEO David Bazooki. David, thank you so much for joining us.I would love for you to give us a little more context about the operating margin. It does seem like that's what investors and analysts are a little hung up on. Why is that going to decline year-over ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Key Points Roblox is growing at an incredible rate, which is likely why the stock has more than doubled in 2025. The company's net losses are getting bigger, causing some investors to rethink their conviction. 10 stocks we like better than Roblox › Shares of video game platform business Roblox Corporation (NYSE: RBLX) were down 10% as of 10 a.m. ET on Thursday after the company reported financial results for the third quarter of 2025. Roblox's management also guided for a bigger loss in the upcomi ...

For the quarter ended September 2025, Roblox (RBLX) reported revenue of $1.92 billion, up 70.3% over the same period last year. EPS came in at -$0.37, compared to -$0.37 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.71 billion, representing a surprise of +12.48%. The company delivered an EPS surprise of +30.19%, with the consensus EPS estimate being -$0.53.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...