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2026-05-01 10:17:00
finance.yahoo.com
Roblox Corp (NYSE:RBLX) shares fell 19% after the company reported first-quarter results that missed expectations on revenue, bookings and daily active users, while also cutting its forward guidance.
Revenue came in at approximately $1.4 billion to $1.44 billion, missing consensus estimates of $1.74 billion.
Bookings reached $1.7 billion, up 43% year over year, but slightly below expectations of about $1.73 billion.
Daily active users totaled 132 million, below the 145.65 million consensus forecast.
However, adjusted loss per share came in above expectations at $0.35, above estimates of a loss per share of $0.41.
Despite the weaker-than-expected top-line performance, the company highlighted continued engagement growth trends. Average daily active users grew 35% year over year to 132 million, while hours engaged increased 43% to 31 billion.
Roblox said growth moderated from the outsized gains seen in 2025 and pointed to the impact of a Russia platform ban implemented in December 2025, as well as headwinds from its age-check rollout, which it said affected communication features and slowed user acquisition.
Roblox also lowered its full-year 2026 guidance, citing continued safety-related headwinds experienced to date. The company now expects full-year revenue growth of 20% to 25%, down from prior expectations, and bookings growth of 8% to 12%.
It also revised profitability and cash flow expectations. Operating cash flow is now projected between $1.6 billion and $1.7 billion, while free cash flow is expected between $1.1 billion and $1.3 billion. Capital expenditure plans were left unchanged.
For the second quarter, Roblox expects revenue growth of 29% to 34% and bookings growth of 8% to 12%. The company also anticipates a sequential decline in daily active users, reflecting the slowdown seen in the first quarter and early in Q2.
Second-quarter operating cash flow is projected at $260 million to $275 million, with free cash flow expected between $230 million and $245 million. Roblox noted that Q2 2025 cash flow figures included a $30 million delayed creator payment from Q1 2025, which weighed on comparisons.
“Q1 2026 was another strong quarter for growth,” Roblox CEO David Baszucki said.
“We are continuing to make great strides on the key growth levers that power our vision of building a human co-experience platform that connects 1 billion users every day with safety and civility while setting the Global Standard for healthy, safe, and age-appropriate digital engagement.”
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