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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Roblox Corporation (RBLX) is 6/10.
Roblox's Q1 2026 results were strong on paper, with revenue of $1.4 billion up 39%, bookings of $1.7 billion up 43%, and $596 million in free cash flow, but the story was a sharp cut to full-year guidance. Management lowered 2026 bookings growth guidance to 8% to 12% from the prior 22% to 26%, and revenue to 20% to 25%, citing second-order effects from its January global rollout of age checks to access chat: reduced communication, lower app store ratings, and weaker top-of-funnel sign-ups that dragged DAU growth to 35% from roughly 70% in prior quarters. Engagement, monetization, and retention held steady, and management framed the safety measures as a long-term compounding moat, pointing to a large 18-and-up opportunity where U.S. over-18 users spend 50% higher and DevEx for that cohort rises to 37.8% from 26.6% in June. On the innovation front, Roblox unveiled its Roblox Reality photorealistic multiplayer project and highlighted over 400 AI models running 1.5 million inferences per second, expecting DAUs to contract into Q2 before returning to sequential growth in Q3.
Scored from Roblox Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $988M | +31.8% | $-0.33 | +36.5% | -24.7% | -22.2% | $121M |
| FY2025 Q1 | $1.03B | +29.2% | $-0.32 | +25.6% | -24.6% | -20.8% | $427M |
| FY2025 Q2 | $1.08B | +20.9% | $-0.41 | -28.1% | -29.8% | -25.8% | $176M |
| FY2025 Q3 | $1.36B | +48.0% | $-0.37 | 0.0% | -21.8% | -18.8% | $443M |
| FY2025 Q4 | $1.42B | +43.2% | $-0.45 | -36.4% | -25.3% | -22.3% | $307M |
| FY2026 Q1 | $1.44B | +39.3% | $-0.35 | -9.4% | -20.4% | -17.1% | $596M |
| FY2026 Q2 | $1.47B | +35.9% | $-0.26 | +36.6% | -15.6% | -12.5% | $294M |