Roblox reports Q3 bookings down 12% YoY to $1.7B, vs. $1.63B est., and DAUs down 9% to 138M, vs. 145.8M est.; RBLX drops 16%+ after hours

Your access to Roblox games and experiences may soon include standalone apps in major app stores.

Roblox reported third-quarter financial results showing revenue up 16% year-over-year to $1.572 billion, but bookings down 12% year-over-year to $1.7 billion. The platform's average daily active users (DAUs) decreased 9% from the previous year to 138 million, though they grew 12% quarter-over-quarter. The company reported a net loss of $230 million, with adjusted EBITDA at $138 million and operating cash flow at $395 million. Roblox highlighted significant AI adoption, with over 80% of the top 100 games using AI tools for creation in the past month, and noted AI-enabled games reaching the top 20. The company also announced Roblox Everywhere, a framework to publish games directly in app stores starting in the first half of 2027.

Despite a year-over-year decline in bookings and daily active users, Roblox demonstrated strong sequential growth and revenue increases, signaling resilience. The company's aggressive integration and embrace of AI in content creation are showing tangible results, with AI tools accelerating game development and leading to popular new titles. This strategic focus on AI is positioned to reshape the economics of game creation and distribution on the platform. Roblox's "Roblox Everywhere" initiative indicates a significant strategic shift toward broader app store presence, moving beyond its own platform. This phased approach, starting with curated titles and eventually allowing any creator to publish, suggests a future where Roblox experiences could be discovered and accessed through conventional app marketplaces. This expansion could redefine how users access and engage with Roblox content and how developers monetize their creations.