Updated Jun 1, 2026 by Roblox Corporation
Financial · April 26, 2026
Published by Roblox Corporation
Roblox’s mission is to connect a billion people with optimism and civility. $ 4.9B $ 6.8B $ 1.8B Revenue Bookings* Operating Cash Flow 127M 124B $ 1.5B+ Average Daily Active Users Hours Engaged Developer Exchange Fees *For a reconciliation of GAAP Revenue to Bookings see section titled “Non-GAAP Financial Measures”, within Item 7.
Roblox Corporation 2026 Proxy Statement and 2025 Annual Report Thursday, May 28, 2026 8:00 AM (Pacific Time)
Roblox’s mission is to connect a billion people with optimism and civility. 2025 Highlights FINANCIAL 4.9B 6.8B $ 1.8B Revenue Bookings* Operating Cash Flow OPERATIONAL 127M 124B $ 1.5B+ Average Daily Active Users Hours Engaged Developer Exchange Fees *For a reconciliation of GAAP Revenue to Bookings see section titled “Non-GAAP Financial Measures”, within Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations from pages 71-72 in our Annual Report on Form 10-K filed on February 11, 2026.
Letter from the Founder and CEO Fellow Stockholders, Two decades ago, when we were starting work on early versions of Roblox, we believed the internet could be about more than information—it could be about participation. We believed that people didn't just want to experience worlds built for them; they wanted to build those worlds. Today, Roblox is at the center of a world where millions of daily active users (DAUs) come to play, learn, create, and connect. As we reflect on the past year, our guiding long-term vision remains the same: to connect one billion users with optimism and civility. Fiscal 2025 was a banner year for Roblox. Revenue grew 36% year-over-year to 4.9 billion, and bookings grew 55% year-over-year to 6.8 billion¹. This performance was driven by the addition of approximately 60 million DAUs from Q4 2024 to Q4 2025. Our more than 144 million DAUs (as of Q4 2025) are drawn in by the diversity and breadth of content and social features that promote deeper engagement, which fuels the Roblox flywheel. Ultimately, our success is rooted in the boundless imagination of our creator community. In 2025, our creators earned more than $1.5 billion, reflecting our belief that when creators succeed, our entire ecosystem grows stronger. We are standing at the edge of an extraordinary moment where cloud, mobile and artificial intelligence are converging. At Roblox, we are innovating aggressively in AI to transform how our community builds, connects and stays safe. Over the past four years, we have embedded AI models into our vertically integrated stack.
edge of an extraordinary moment where cloud, mobile and artificial intelligence are converging. At Roblox, we are innovating aggressively in AI to transform how our community builds, connects and stays safe. Over the past four years, we have embedded AI models into our vertically integrated stack. Today, we have developed and deployed over 400 models on the Roblox platform to power every facet of our ecosystem. Our AI initiatives are fueled by a unique advantage: we possess 12 billion hours of human interaction data per month to train our foundation models. This is not just video, but a 3D record of avatar movement, facial expressions and billions of chat and voice messages. With this foundation, we are driving innovation across several key areas: ◼ Creation: We envision a future where anyone can build anything they imagine just by talking about it, ensuring that creation isn't limited by technical skill. To that end, we are helping creators build faster and with higher fidelity through tools like Roblox Assistant, which automates repetitive coding tasks, and Avatar Auto-Setup. Recently, we enhanced "Cube," our proprietary 3D foundation model, with the ability to add interactivity to objects, significantly reducing the time required to create functional 3D assets. ◼ Discovery: AI is transforming how users find content and interact with each other. Improvements to our discovery algorithms are matching users with the content they love, stimulating our entire ecosystem.
ctivity to objects, significantly reducing the time required to create functional 3D assets. ◼ Discovery: AI is transforming how users find content and interact with each other. Improvements to our discovery algorithms are matching users with the content they love, stimulating our entire ecosystem. Furthermore, we are removing language barriers through the auto-translation of text chat into 17 different languages. ◼ Safety: We have developed and open-sourced state-of-the-art models, including Roblox Sentinel for real-time child endangerment detection and Roblox Guard for Large Language Model moderation. These technologies allow us to enforce our community standards faster, more accurately and at a massive scale. We are not stopping here. Ultimately, our long-term vision is to build foundation models that will support large-scale, photorealistic, multi-player games where thousands of users—and AI-powered NPCs—can come together, communicate and compete on any device. Roblox remains steadfast in its commitment to define and execute on our vision to be the gold standard for online safety. At the end of 2025, we began rolling out mandatory age-checks for access to chat on our platform. Reliable age data enables us to significantly improve platform safety while simultaneously driving engagement growth by tailoring features, content and communication to the age of our users.
ne safety. At the end of 2025, we began rolling out mandatory age-checks for access to chat on our platform. Reliable age data enables us to significantly improve platform safety while simultaneously driving engagement growth by tailoring features, content and communication to the age of our users. Age-check data highlights two important characteristics about Roblox: (1) our immense number of younger users is a unique strategic asset and (2) we have a larger than expected opportunity to capture more users in the 18+ age cohort and are encouraged by the fact that they are one of the fastest growing age cohorts on our platform. 1 Bookings is a non-GAAP financial measure. For a reconciliation of GAAP Revenue to bookings see section titled “Non-GAAP Financial Measures pages 71-72 in ”, within Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations from our Annual Report on Form 10-K filed on February 11, 2026. 1 2026 Proxy Statement
Roblox has evolved from a youth-centric gaming site into a massive entertainment ecosystem and creator economy, boasting nearly 112 million daily active users and distributing over $300 million to creators in a single quarter. While the platform shares structural similarities with mobile gaming—such as an 80% mobile user base and monetization driven by cosmetics and gacha—it functions more like a social media platform such as TikTok or YouTube. Success is dictated by cultural fluency, rapid iteration, and social momentum rather than high graphical fidelity or traditional production cycles. The platform’s audience is maturing, with the 13+ demographic growing at 54% year-over-year, significantly outpacing younger cohorts. This shift brings higher spending power and more sophisticated expectations to the ecosystem. Data indicates that Roblox is not a siloed experience; only 24% of players engage exclusively on mobile, with significant playtime occurring on PlayStation and PC. The genre landscape is dominated by Roleplay, Simulation, and Platformers, characterized by low-friction, social, and trend-driven mechanics that prioritize accessibility over complex skill sets. For traditional developers, the platform serves as a strategic testing ground for intellectual property and audience cultivation among Gen Z and Gen Alpha. Because the discovery algorithm rewards speed and native platform knowledge, established studios are increasingly partnering with Roblox-native creators to navigate the unique development rhythm. The most effective strategies treat the platform as a long-term engagement tool rather than a standard publishing channel, focusing on branded activations and collaborative IP experiences to build brand affinity with the next generation of gamers.
The 2023 Roblox Report, produced by GameAnalytics, provides a comprehensive analysis of player behavior and performance benchmarks across the Roblox platform. The study is based on 2023 data from thousands of games that utilize the GameAnalytics SDK, representing over 50% of total player engagement on the platform. The dataset includes a significant sample of high-performing titles, featuring 300 games with over one million monthly active users and 60 titles exceeding ten million monthly sessions. The findings reveal a highly fluid player base, with 47% of users accessing the platform via both mobile and desktop devices. Engagement is characterized by high frequency rather than single long sessions; over 50% of players engage at least twice daily, and the top 5% of games successfully bring players back more than 3.5 times per day. While the average session length for half of the tracked games is under six minutes, elite titles in the 95th percentile sustain engagement for nearly 30 minutes per session. Monetization remains a significant challenge on the platform. Only 4.2% of players spend Robux within games, and more than half of those spenders contribute less than $1 annually. However, a small segment of high-value "power spenders" drives the majority of revenue, with the top 5% of games earning approximately $77 per playing player annually. Retention is identified as a universal struggle across the platform regardless of game quality; Day 1 retention typically ranges between 12% and 15%, dropping to near 1% by Day 90. The report concludes that success on Roblox requires optimizing for cross-platform play, implementing aggressive LiveOps to counter natural retention decay, and focusing on session frequency to drive monetization.
The briefing presents GREE Inc.’s financial performance for FY2022 second quarter, highlighting a net sales figure of ¥19.5 billion and operating income of ¥2.5 billion, both up markedly from the prior quarter largely due to a new title launch. EBITDA reached ¥2.7 billion, with the Internet and Entertainment Business contributing the full operating income margin. The company attributes growth to the strong start of “That Time I Got Reincarnated as Slime: ISEKAI Memories,” which achieved over two million downloads within two months and secured a top‑four sales ranking globally. Forecasts for the third quarter project operating income between ¥1.5 billion and just under ¥2 billion, driven by anticipated new releases. Operationally, GREE expanded its Metaverse platform REALITY, adding multilingual support and interactive features for up to eight avatars. The Advertising and Media Business introduced a new SaaS marketing tool, “aumo My Business,” targeting physical stores, and partnered with regional tourism bodies to promote local content. Investment activities remained steady; the LP fund and CVC arms invested in domestic and international venture funds, with IRR figures of 17 % (growth phase) and 22 % (exit phase), outperforming domestic benchmarks. Cost analysis shows advertising expenses rose by ¥200 million, commission fees increased with sales, and fixed costs climbed due to bonus provisions. Total operating costs reached ¥17 billion, up ¥4.9 billion quarter‑on‑quarter. Share repurchase and cancellation activities reduced the share count by 35 million shares, lowering outstanding equity. Overall, GREE’s strategy focuses on sustaining game revenue growth, expanding metaverse and SaaS offerings, and maintaining a robust investment portfolio.
The briefing clarifies GREE’s financial outlook and strategic positioning for FY2023, focusing on the third quarter results. It reports that overseas releases of “Heaven Burns Red” have begun to generate sales consistent with market size, though a precise forecast remains unavailable due to the short time frame. In the Internet and Entertainment segment, operating income for Q4 is projected at approximately ¥1.5 billion, reflecting a decline from the Japanese version’s anniversary event contributions but offset by overseas expansion. The company highlights its metaverse platform, REALITY, as a key growth driver. REALITY boasts over 10 million global users, with daily engagement rates that surpass many competitors, and has achieved steady monetization through avatar sales and livestreaming. GREE plans to enhance the platform with generative AI, enabling user‑generated 3D content such as avatars and world elements, mirroring approaches seen in other metaverse services. For the Investment and Incubation Business, Q4 operating income is expected to reach roughly ¥0.5 billion, largely supported by dividend receipts from corporate venture capital funds. Overall, the briefing underscores GREE’s focus on expanding overseas markets, monetizing its metaverse ecosystem, and leveraging AI to sustain growth across its entertainment and investment portfolios.