Roblox (RBLX) reported $1.44 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 50.5%. EPS of -$0.41 for the same period compares to -$0.32 a year ago.
The reported revenue represents a surprise of +11.56% over the Zacks Consensus Estimate of $1.29 billion. With the consensus EPS estimate being -$0.46, the EPS surprise was +10.87%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $1.44 billion versus $1.29 billion estimated by eight analysts on average.
- Daily Active Users (DAUs): 111.8 million versus the five-analyst average estimate of 104.93 million.
- Total Hours Engaged: 27.4 billion compared to the 22.79 billion average estimate based on five analysts.
- Daily Active Users (DAUs) - ROW: 30 million versus the four-analyst average estimate of 30.97 million.
- Daily Active Users (DAUs) - APAC: 35.6 million compared to the 29.91 million average estimate based on four analysts.
- Daily Active Users (DAUs) - US & Canada: 20.6 million versus 22.11 million estimated by four analysts on average.
- Daily Active Users (DAUs) - Europe: 25.6 million versus 24.96 million estimated by four analysts on average.
View all Key Company Metrics for Roblox here>>>
Shares of Roblox have returned +22% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Roblox Corporation (RBLX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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