Roblox Corp. headquarters in San Mateo, California, US, on Tuesday, Feb. 3, 2026.
David Paul Morris | Bloomberg | Getty Images
Roblox shares surged as much as 20% in extended trading Thursday after the company reported results for the fourth fiscal quarter that beat consensus estimates.
Here’s how the gaming company did, compared with estimates from analysts polled by LSEG:
- Losses per share: 45 cents vs. 48 cents expected by analysts
- Bookings: $2.22 billion vs. $2.05 billion expected by analysts
The company said it expects first quarter bookings to come in between $1.69 billion and $1.74 billion, which is higher than Wall Street expectations of $1.68 billion.
Roblox’s fourth-quarter bookings increased 63% from a year ago, while the company reported $316 million in net loss for the quarter, a nearly 44% increase from $220 million the year prior.
The company reported 144 million average DAUs for the fourth-quarter, up 69% year-over-year. Analysts expected 138 million DAUs.
Roblox announced in its letter to shareholders that it no longer plans to issue annual guidance starting in 2027 due to “inherent variability” in the company’s business. Instead, Roblox said it will focus on providing quarterly guidance.
The company is facing multiple lawsuits alleging that the platform enables predators to sexually exploit and abuse underage victims.
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