Roblox reports strong 39% revenue growth in first quarter 2026 but lowers full-year guidance on safety initiative headwinds.

Roblox announced first quarter revenue growth of 39% year-over-year, driven by strong user and engagement gains. Daily Active Users (DAUs) increased 35% to 132 million, and hours engaged grew 43% to 31 billion. Despite the quarterly performance, the company lowered its full-year 2026 guidance, citing impacts from new platform safety measures.

Key Highlights

• Bookings grew 43% year-over-year to $1.7 billion, outpacing user growth and reflecting improved monetization.
• Full-year 2026 bookings growth guidance was lowered to a range of 8% to 12%, attributed to headwinds from a new age-check policy that has slowed new user acquisition and restricted communication features.
• The company continues to see strong growth in older demographics in the U.S., with DAUs and Hours for the 18-and-over cohort both growing 40% year-over-year.