By Luke Kawa
Publication Date: 2026-02-04 21:32:00
Roblox surges as it guides for stronger-than-expected full-year bookings, touts AI vision
Kid-centric gaming platform Roblox reported its fourth-quarter results after the market closed on Thursday. Its shares surged more than 20% in after-hours trading.
For the full year ahead, Roblox guided for bookings of between $8.28 billion and $8.55 billion, which would represent annual growth of 22% to 26%. That’s well ahead of Wall Street’s estimates: analysts polled by FactSet expected $8.03 billion.
Roblox forecasts Q1 bookings to land between $1.69 billion and $1.74 billion, compared to the $1.7 billion Wall Street consensus estimate.
An average of 144 million daily users logged on to Roblox in its fourth quarter, beating estimates of 138 million and up 69% from last year. The platform paid out $1.5 billion to creators last year, up from $922 million in 2024.
Roblox engagement surged in 2025, a year marred by several legal issues surrounding child safety on the platform. Late last year,…
