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Roblox Shares Drop 10% Despite Booking Beat on Record User Growth
Financial Modeling Prep· 2025-10-30 20:26
Core Insights - Roblox Corp. shares fell over 10% despite reporting better-than-expected third-quarter bookings driven by record user growth and engagement [1] Financial Performance - Bookings reached $1.92 billion, a 70% increase from the prior year, exceeding analyst estimates of $1.68 billion [1] - The company reported a quarterly loss of $0.37 per share, which was narrower than the expected loss of $0.49 [1] - Revenue increased by 48% year-over-year to $1.36 billion [1] User Engagement - Daily active users surged 70% to 151.5 million [2] - Total hours engaged jumped 91% to 39.6 billion [2] - Monthly unique payers climbed 88% to 35.8 million, indicating strong momentum across various demographics [2] Future Outlook - Roblox raised its full-year 2025 bookings forecast to between $6.57 billion and $6.62 billion, significantly up from the previous guidance of $5.87 billion–$5.97 billion and above the analyst consensus of $6.16 billion [3] - For the fourth quarter, the company projected bookings between $2.00 billion and $2.05 billion, implying year-over-year growth of 47%–51% [3]