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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ken Gawrelski | Wells Fargo | 7 questions · 14% challenging |
| Matthew Cost | Morgan Stanley | 7 questions · 0% challenging |
| Cory Carpenter | JPMorgan | 6 questions · 17% challenging |
| Brian Pitz | BMO Capital Markets | 5 questions · 40% challenging |
| Omar Dessouky | Bank of America | 5 questions · 20% challenging |
| Eric Sheridan | Goldman Sachs | 5 questions · 0% challenging |
| Jason Bazinet | Citigroup | 4 questions · 50% challenging |
| Clark Lampen | BTIG | 3 questions · 33% challenging |
| Benjamin Black | Deutsche Bank | 2 questions · 0% challenging |
| Shweta Khajuria | Wolfe Research | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 7 questions · 0% challenging |
| Wells Fargo | 1 analyst | 7 questions · 14% challenging |
| JPMorgan | 1 analyst | 6 questions · 17% challenging |
| Goldman Sachs | 1 analyst | 5 questions · 0% challenging |
| Bank of America | 1 analyst | 5 questions · 20% challenging |
| BMO Capital Markets | 1 analyst | 5 questions · 40% challenging |
| BTIG | 2 analysts | 5 questions · 20% challenging |
| Citigroup | 1 analyst | 4 questions · 50% challenging |
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.
Competitive Dynamics | Demand | Revenue Growth | Innovation & R&D | Capital Allocation | Guidance Reliability | Subscriber Growth | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 2 | 1 | 1 | ||
| 2025Q1 | 1 | 2 | 3 | 1 | 1 | |||
| 2025Q2 | 6 | 4 | 3 | 1 | 1 | 1 | 1 | |
| 2025Q3 | 6 | 3 | 3 | 2 | 2 | 1 | ||
| 2025Q4 | 3 | 4 | 1 | 1 | 1 | 2 | ||
| 2026Q1 | 1 | 5 | 1 | 3 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 1 | 6 | 6 | 3 | 1 |
| Demand | 2 | 2 | 4 | 3 | 4 | 5 |
| Revenue Growth | 2 | 3 | 3 | 3 | 1 | |
| Innovation & R&D | 2 | 1 | 2 | 1 | 1 | |
| Capital Allocation | 1 | 2 | 1 | 3 | ||
| Guidance Reliability | 1 | 1 | 2 | 2 | ||
| Subscriber Growth | 1 | 1 | 2 | |||
| Product Launch | 1 | 1 | 1 |
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +39.3% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Roblox Corporation (RBLX), FY2026 Q1: 6/10. Scores: Roblox Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: RBLX daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What RBLX and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“there is been a lot of conversations in the industry over the last several months about the growth of Roblox”
An analyst raises the growth of Roblox and lower-priced games as a competitive dynamic and asks whether younger gamers will graduate to premium AAA titles.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RBLX Roblox Corporation | 6 | +39.3% | |
| EA Electronic Arts | 8 | +11.1% | |
| TTWO Take-Two Interactive | 7 | +6.2% |