Roblox Corp. reported third-quarter bookings of $1.7 billion, down 12% from a year earlier, and said daily active users fell 9% to 138 million, figures that beat a bookings estimate but missed a user estimate cited by Bloomberg, as shares dropped more than 16% after hours^1,2.

In a letter to shareholders dated with the Oct. 29, 2026, results, Roblox said revenue was $1.6 billion, up 16% year over year, and that bookings surpassed the high end of its guidance range².

The company said bookings were down 12% year over year against extraordinary growth in 2025, and were up more than 50% on a two-year basis².

Techmeme's summary of Bloomberg's Cecilia D'Anastasio report put Street estimates at $1.63 billion for bookings and 145.8 million for daily active users¹.

Roblox said daily active users grew 12% from the second quarter to 138 million, while hours engaged reached nearly 34 billion, up 17% quarter over quarter and down 15% year over year².

Operating cash flow was $395 million and free cash flow was $364 million in the quarter, the company said².

The letter said AI-enabled game creation is compressing the time from idea to playable game, and that as creation costs fall, distribution, discovery, the platform economy and safety become more important².