Roblox bookings fell 12% and daily users 9% as it lapped 2025's viral hits

Roblox said on October 29, 2026, that bookings, its measure of sales in the period, nearly all of them of its virtual currency, fell 12% from a year earlier to $1,697 million in the three months to September 30. Daily active users averaged 138 million, down 9%, and hours engaged fell 15% to nearly 34 billion. Both comparisons are with the third quarter of 2025, a quarter of viral hits on the platform.

Against Roblox's own expectations, the quarter was better. In July, the company had forecast a bookings decline of 14% to 18%; the result beat the top of that range. Daily users rose 12% from the second quarter, when they averaged 123 million, and hours rose 17%.

A year after Grow a Garden

In the third quarter of 2025, Roblox reported 151.5 million daily users and $1,921.8 million in bookings, each up 70% on a year earlier. Grow a Garden had set what Roblox then called a world record of nearly 22 million concurrent players in July 2025, and Steal a Brainrot later passed 25 million. In July 2026, Roblox said spending per hour had dropped as players moved from “high monetizing, 2025-vintage viral games” to new and evergreen games.

Revenue rose 16% despite the drop in bookings because Roblox recognizes most of what players spend over the estimated lifetime of a paying user, 27 months, so this year's revenue still includes spending from 2025. Fewer people paid, but those who did spent more: monthly unique payers fell 16% to 30 million, while average bookings per payer rose 5%.

Older players and other countries

Roblox is trying to grow its adult audience. Users aged 18 and over made up 29% of age-checked daily users worldwide and 37% in the U.S., up from 27% and 33% in the second quarter. Outside the U.S., daily users grew 37% in India and 33% in Japan from a year earlier.

Age checks now cover most of the audience. By the end of September, 64% of daily users had completed one, including more than 80% of those aged 13 to 17, and the share of all daily users reached 80% in Australia and 75% in both the U.S. and the UK. The quarter's costs included $49 million of legal settlement expenses, which Roblox said relate to settlements and settlement negotiations with certain states and territories over youth-related consumer protection and digital safety matters; the nine-month total is $140 million.

AI tools and the outlook

Roblox said more than 80% of its top 100 games by hours engaged used AI tools to speed up creation over the past month. Build, its tool for making games from text prompts, has been used by more than 500,000 people in an alpha test in New Zealand, Singapore, Serbia and Thailand, who have published more than 70,000 games.

For the fourth quarter, Roblox expects bookings of $1,890 million to $2,000 million, a fall of 10% to 15%, and revenue of $1,470 million to $1,580 million, growth of 4% to 12%. The bookings forecast assumes the usual seasonal dip in daily users from the third quarter to the fourth. For the wider U.S. market, see Circana's September sales figures.