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Roblox (RBLX) Reports Q3 Earnings: What Key Metrics Have to Say

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Roblox (RBLX - Free Report) reported $1.7 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 11.7%. EPS of -$0.32 for the same period compares to -$0.37 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.63 billion, representing a surprise of +3.89%. The company delivered an EPS surprise of +21.95%, with the consensus EPS estimate being -$0.41.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Roblox performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Bookings: $1.7 billion versus the eight-analyst average estimate of $1.63 billion.
  • Daily Active Users (DAUs): 138 million compared to the 130.65 million average estimate based on five analysts.
  • Total Hours Engaged: 33.8 billion compared to the 32.24 billion average estimate based on five analysts.
  • Daily Active Users (DAUs) - ROW: 40 million versus 35.28 million estimated by four analysts on average.
  • Daily Active Users (DAUs) - APAC: 42 million versus the four-analyst average estimate of 42.14 million.
  • Daily Active Users (DAUs) - US & Canada: 24 million versus 24.03 million estimated by four analysts on average.
  • Daily Active Users (DAUs) - Europe: 32 million versus the four-analyst average estimate of 28.18 million.

View all Key Company Metrics for Roblox here>>>

Shares of Roblox have returned +25.8% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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