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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ken Gawrelski | Wells Fargo | 7 (14%) |
| Matthew Cost | Morgan Stanley | 7 (0%) |
| Cory Carpenter | JPMorgan | 6 (17%) |
| Brian Pitz | BMO Capital Markets | 5 (40%) |
| Omar Dessouky | Bank of America | 5 (20%) |
| Eric Sheridan | Goldman Sachs | 5 (0%) |
| Jason Bazinet | Citigroup | 4 (50%) |
| Clark Lampen | BTIG | 3 (33%) |
| Benjamin Black | Deutsche Bank | 2 (0%) |
| Shweta Khajuria | Wolfe Research | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 7 (0%) |
| Wells Fargo | 1 | 7 (14%) |
| JPMorgan | 1 | 6 (17%) |
| Goldman Sachs | 1 |
| 5 (0%) |
| Bank of America | 1 | 5 (20%) |
| BMO Capital Markets | 1 | 5 (40%) |
| BTIG | 2 | 5 (20%) |
| Citigroup | 1 | 4 (50%) |
| 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 |
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).
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 |
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% |