TLDR
RBLX stock declined in Friday’s premarket trading following Roblox’s third-quarter earnings report.
Roblox’s daily active users dropped 9% year over year to 138 million.
The company reported a quarterly loss of $0.32 per share, beating the expected $0.40 loss.
Third-quarter bookings reached $1.7 billion, exceeding Wall Street’s $1.62 billion estimate.
Roblox expects fourth-quarter bookings to decline between 10% and 15% year over year.
Roblox Corp. ( NYSE: RBLX ) shares fell in Friday’s premarket trading after the company reported fewer daily users and forecast weaker fourth-quarter bookings. RBLX stock declined despite lower losses and stronger bookings.
Roblox Corporation, RBLX
Average daily active users fell 9% from a year earlier to 138 million. Players spent 33.8 billion hours on Roblox, down 15% year over year.
RBLX Stock Faces Weaker Holiday Outlook
Roblox expects fourth-quarter bookings of $1.89 billion to $2 billion, down 10% to 15%. Management cited tough comparisons and said the launch of Grand Theft Auto VI could reduce activity modestly.
Recent coverage of gaming stocks also examines player numbers and spending. Roblox expects $380 million in fourth-quarter capital spending, including $140 million moved from the previous quarter.
Quarterly Bookings Beat Wall Street Forecasts
Roblox posted a loss of 32 cents per share, compared with an expected loss of 40 cents. Bookings reached $1.7 billion, above the $1.62 billion estimate, while revenue totaled $1.57 billion.
Revenue rose 16% from a year earlier, although bookings fell 12%. Roblox reported $364 million in free cash flow and projected full-year capital spending of $468 million.
Older Players and AI Tools Expand
Daily users aged 18 and older grew 18% year over year. India recorded 37% user growth, while Japan grew 33%. Intel reported 78% growth in data center and AI revenue this week.
Roblox reported three times as many daily AI asset uploads month over month. AI-enabled games increased 50% from the previous quarter, and more than 80% of its top 100 games used AI.
The company reported its strongest seasonally adjusted retention since 2021. However, it said spending among younger users in the United States remained difficult to improve.
Roblox Expands Game Publishing Options
Roblox said Build helped creators publish more than 70,000 games and attracted over 500,000 testers. It plans a wider U.S. release in December, followed by global expansion in 2027.
Universal Player aims to bring existing PC, console and mobile games onto Roblox. Its Everywhere program would also let selected games reach app stores as standalone titles during the first half of 2027. Separately, Sony launched a creator support program on October 29 for entertainment developers using Soneium. Roblox plans early access to Roblox Reality in the first half of 2027.
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