Roblox heads into Oct. 29 earnings with bookings guided lower as engagement growth slows

SentiSense · Published Oct 25, 2026, 10:45 AM ET · Updated Oct 26, 2026, 7:49 AM ET

Roblox reports third-quarter results after the close on Oct. 29, having guided bookings to fall 14% to 18% this quarter. A Newzoo and GEEIQ review shows second-quarter daily active users up 10% to 123 million and bookings up 8% to $1.6 billion, with growth slowing after age verification and a shift toward less-monetized games. India remains a fast-growing market.

RBLX reports third-quarter results after the close on Thursday, Oct. 29, with consensus near a loss of $0.43 per share on SentiSense's earnings calendar. The company has guided bookings to fall 14% to 18% this quarter, according to a Newzoo and GEEIQ review of the platform's audience.

That review describes a business whose growth is cooling. Second-quarter daily active users rose 10% year over year to 123 million and bookings rose 8% to $1.6 billion, and Roblox was still the most-played game on PC and console in the first half of 2026 at 4.05 billion hours. The slowdown is tied to age verification and a shift toward popular games that monetize less.

International growth is the brighter spot. Daily active users in India grew at a 76% compound annual rate from 2020 to 2025, and grew 64% year over year in the second quarter. Roblox is also running a large Halloween event this month that pairs age-gated horror content with a separate zone for younger players focused on online safety.

The questions for Thursday are whether bookings land inside the guided decline, whether engagement holds up after the age-verification changes, and how management frames monetization of its newest hit games.

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