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Roblox Q3 results beat expectations despite bookings falling 12% to $1.7bn

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Roblox Q3 results beat expectations despite bookings falling 12% to $1.7bn

Revenue rose 16% year-on-year to $1.6 billion as platform continues to expand its AI creation tools

Roblox's latest financial results beat expectations for its third quarter, with revenue up 16% year-on-year to $1.6 billion.

Bookings fell 12% to $1.7 billion due to a comparatively stronger period of growth in 2025, though Roblox noted Q3 bookings were up over 50% on a two-year basis.

Average daily active users (DAUs) declined 9% year-on-year, while hours engaged also dropped 15% to 34 billion, again due to "difficult comparisons" to 2025.

Average bookings per DAU also fell 3% to $12.29, and average monthly unique payers decreased 16% to 30.3 million.

In its quarterly shareholder letter, it focused on how AI continues to shape its creator platform.

More than 80% of its top 100 games ranked by hours engaged "used AI tools to accelerate creation," while 97% of creators who regularly use AI said it accelerated their development timelines.

Published games that use AI grew more than 50% quarter over quarter, with games made "almost entirely with AI" like Break and Steal an Egg and Huss Valley breaking into the Top 20 ranked by concurrent players.

Earlier this year, Roblox introduced agentic AI tools, and then announced the mobile, AI-powered Build feature at this year's Roblox Developer's Conference.

Build has since launched in alpha in New Zealand, Singapore, Serbia, and Thailand, with more than 500,000 users publishing over 70,000 games.

"AI is fundamentally reshaping the gaming industry, driving a step function change in the pace at which content can be created," said Roblox CEO David Baszucki.


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