For the quarter ended December 2025, Roblox (RBLX) reported revenue of $2.22 billion, up 63.2% over the same period last year. EPS came in at -$0.45, compared to -$0.33 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.07 billion, representing a surprise of +7.3%. The company delivered an EPS surprise of +8.57%, with the consensus EPS estimate being -$0.49.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $2.22 billion versus $2.07 billion estimated by eight analysts on average.
- Daily Active Users (DAUs): 144 million compared to the 141.31 million average estimate based on six analysts.
- Total Hours Engaged: 35 billion versus the six-analyst average estimate of 33.91 billion.
- Daily Active Users (DAUs) - ROW: 43 million versus the four-analyst average estimate of 42.53 million.
- Daily Active Users (DAUs) - APAC: 43 million versus 44.26 million estimated by four analysts on average.
- Daily Active Users (DAUs) - US & Canada: 24 million compared to the 23.83 million average estimate based on four analysts.
- Daily Active Users (DAUs) - Europe: 34 million compared to the 33.33 million average estimate based on four analysts.
View all Key Company Metrics for Roblox here>>>
Shares of Roblox have returned -18% over the past month versus the Zacks S&P 500 composite's -1.5% 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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