"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."
"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."
Roblox reported 144 million daily active users in the fourth quarter, a 69% year-over-year increase, and bookings of $2.22 billion. Popular 2025 games Steal A Brainrot and Grow A Garden drove massive traffic and record engagement, while titles outside the top ten saw 68% engagement growth. The company projected up to $8.55 billion in 2026 bookings versus analyst consensus of $8.05 billion. New safety policies now consider player age and restrict features for younger users; age verification may cause some user friction and churn. Roblox positions accurate age data as enabling tailored features, greater safety, and long-term organic engagement growth. Several Middle-Eastern countries have banned Roblox over child-safety conce
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