Roblox Corp. (RBLX) delivered a standout fourth quarter that sent shares soaring in extended trading Thursday, beating expectations on nearly every metric that matters.
The Numbers That Matter: Roblox posted a quarterly loss of 45 cents per share, matching analyst expectations. But the real story was on the top line.
Revenue came in at $2.22 billion, crushing the consensus estimate of $2.05 billion and up significantly from $1.36 billion in the same period last year. That's the kind of beat that gets investors excited.
Daily Active Users hit 144 million in the fourth quarter, representing growth of approximately 60 million DAUs from Q4 2024 to Q4 2025. That's a massive expansion of the platform's user base.
"We reached new heights across core metrics, including average daily active users (DAUs), Hours Engaged (Hours), revenue and bookings. Revenue grew 36% year-over-year to $4.9 billion, bookings grew 55% year-over-year to $6.8 billion and we generated $1.8 billion in operating cash flow," the company wrote in a letter to shareholders.
CEO David Baszucki highlighted what's driving the platform's success: "Roblox's success is rooted in the boundless creativity of our creator community. In 2025, their dedication resulted in massive growth in our platform and enabled our top 1,000 creators to earn an average of $1.3 million."
Stock Movement: Roblox shares jumped 18.38% to $71.70 in Thursday's after-hours trading.
