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Roblox Corporation

Q2 FY26Entertainment

Roblox Corporation Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

What the Q2 FY26 call signalled

2 of 4 strong

RevenueGood growth
MarginMargins down
CapexCapex planned
Order bookOrder book flat
Price₹47
Market cap₹33.5K Cr
P/E-36.5

The short version

- Full-year bookings growth guidance lowered to 8% to 12% due to ongoing safety-related headwinds. - Roblox lowered full-year bookings growth guidance to 8% to 12%, down from prior expectations, due largely to safety-related headwinds like age checks and communication friction impacting user acquisition.

From Roblox Corporation's Q2 FY26 earnings-call transcript · updated 29 May 2026.

Revenue & Sales Performance

Good growth
  • Full-year bookings growth guidance lowered to 8% to 12% due to ongoing safety-related headwinds.
  • Revenue growth guidance adjusted to 20% to 25% for the full year.
  • Sequential DAU growth expected to continue contracting through Q2, with a return to growth in Q3.
  • Confidence in returning to DAU growth in Q3 supported by seasonal strength and product improvements.
  • Long-term driver: focus on expanding the 18+ user segment, which currently monetizes at 1.5x the under-18 users.
  • Increased DevEx incentives for 18+ creators to attract high-quality content driving growth.

2 more points from Roblox Corporation's call on revenue

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Profitability & Margins

See what Roblox Corporation said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Roblox is investing in AI and advanced technologies like Roblox Reality, which combines hybrid engine and cloud computing for near-photoreal multiplayer experiences.
  • They are deploying GPUs in their data centers to support these initiatives, expecting current CapEx this year to cover their needs.
  • Some cloud training expenses for AI models are factored into margin guidance, with inference costs to be covered by user subscriptions or usage fees.

2 more points from Roblox Corporation's call on capex

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Top-ranked in Entertainment

Ranked on what management guided this quarter

Guidance-ranked
1Phantom Digital
Rev 2Mar 1
2Digikore Studios
Rev 2Mar 1
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Roblox Corporation said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Order book flat
Relevant financial and outlook points include: - Q1 bookings of $1.7 billion, up 43% year-over-year. - Bookings growth guidance lowered for full year to 8% to 12% due to safety-related headwinds and other factors. - DAUs expected to continue contracting between Q1 and Q2, then return to sequential growth in Q3. - No assumption of major viral hits in bookings guidance. - Revenue guidance for full year set at 20% to 25% growth.

2 more points from Roblox Corporation's call on order book

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Frequently Asked Questions

What were Roblox Corporation Q2 FY26 results?

- Full-year bookings growth guidance lowered to 8% to 12% due to ongoing safety-related headwinds. - Roblox lowered full-year bookings growth guidance to 8% to 12%, down from prior expectations, due largely to safety-related headwinds like age checks and communication friction impacting user acquisition.

What is Roblox Corporation share price analysis?

Roblox Corporation currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of -36.5 with a market cap of $33,529. Investors should review the full earnings analysis for detailed insights.

Is Roblox Corporation planning capital expenditure?

- Roblox is investing in AI and advanced technologies like Roblox Reality, which combines hybrid engine and cloud computing for near-photoreal multiplayer experiences.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.