RBLX Record Engagement, Record Users, Yet Margin Outlook Softens: Why?

Key Takeaways Roblox posted record daily users, engagement hours and strong bookings growth in Q3 2025.Margin softness comes from higher DevEx payouts, data center expansion and safety and AI spending.Safety tools and tougher cost-to-serve gains add near-term strain as Roblox invests for long-term growth.Roblox Corporation (RBLX) delivered an impressive third-quarter 2025, setting records across user metrics and platform activity.Daily active users surged 70% year over year to 151.5 million, while total eng ...