Roblox’s child-safety policies have come under scrutiny in recent months. (Gabby Jones/Bloomberg)
By Cecilia D’Anastasio, Bloomberg
Roblox Corp. reported fourth-quarter users and bookings that beat analysts’ expectations thanks to a slate of hit games.
The video-game company’s 144 million daily active users topped analysts’ estimates of 140.4 million. That was a 69% increase year-over-year, the company said on Thursday. Bookings, a measure of sales, came in at $2.22 billion, beating Wall Street’s projections of $2.09 billion.
Roblox shares were up 2% to $61.74 at 10:11 a.m. in New York.
In 2025, popular games Steal A Brainrot and Grow A Garden attracted millions to the platform, generating huge amounts of traffic and breaking industry records. Roblox attributes its daily active user growth to those hits, but also to games outside the top ten, which saw 68% growth in engagement, the company said in its Thursday press release.
The company projected bookings of as high as $8.55 billion in 2026, compared with a consensus among analysts for $8.05 billion.
Last quarter, the company acknowledged potential challenges to the platform’s growth as it rolled out new safety precautions. The new policies take into account the age of players and restrict certain games and features for younger users.
The verification of players’ ages can create some unwanted friction, said Nick McKay, an analyst at Freedom Capital Markets. “Maybe the users are cut off from people they used to interact with previously or don’t want to go through the verification process and cycle out,” he said.
But Roblox views the safety measures as an opportunity. “Accurate age data unlocks a long-term opportunity to tailor features and content, increasing safety and civility, which in turn drives organic engagement growth,” the company said in the press release.
“Facing what felt like real risk heading into the age verification process, it seems like Roblox has come out the other side unscathed,” wrote MoffettNathanson analyst Clay Griffin.
Several Middle-Eastern countries have banned Roblox over child-safety concerns. Egypt, Iraq, Oman, Qatar and Turkey have curtailed access, according to local media outlets. Multiple lawsuits against Roblox referencing child-safety issues are pending. Roblox has said it invests heavily in trust and safety protections and contests the notion that it does not do enough to protect children.
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Originally published at Bloomberg