Overview

• Roblox raised its full-year bookings forecast to $5.29–$5.36 billion, up from its prior range of $5.20–$5.30 billion.
• First-quarter bookings reached $1.21 billion, a 31% year-over-year increase, beating analyst expectations of $1.14 billion.
• Daily active users hit an all-time high of 97.8 million, up 26%, with hours engaged rising 30%, the largest increase since Q1 2021.
• The company has entered the advertising market and is targeting older players with new game genres, such as horror, to diversify revenue streams.
• Roblox's developer community is projected to earn over $1 billion in 2025, reflecting the platform's strong support for creators.