Roblox today reported its financial earnings for the third quarter of its 2025 fiscal year, showing growth in both daily active users and bookings. The company spoke at length about both this growth and its plans to deploy new technology, including AI-based initiatives in game creation and discoverability.
One of the major changes in this quarter’s results is the precipitous growth of daily active users on the platform. Overall, Roblox has 151.5 million users across all markets, a 70% growth year-over-year, up from 111.8 million in the previous quarterly. The numbers appear to have risen across all groups, too, with 89% growth in users age 13 or older, and 44% growth in those under 13.
Roblox also saw specific regional growth in the Asia-Pacific region, which was up 108% in DAUs year-on-year, with 127% growth in hours of engagement. Europe also saw 56% and 82% growth in those same metrics, respectively, while the U.S. and Canada saw 32% and 47%. In terms of hours engaged, Roblox shows 26.9 billion hours engaged for those aged 13 or older, a 107% increase year-on-year.
According to the company’s shareholder letter for the quarter, a lot of the growth is thanks to viral experiences such a Grow a Garden. Other, similarly meteoric titles include Steal a Brainrot and 99 Nights in the Forest. However, they also say that engagement with experiences outside of the top 10 games grew 58% year-over-year.
Revenue and bookings
In addition to the DAUs, Roblox also posted $1.9 billion in net bookings, as well as $1.4 billion in revenue, a 70% and 48% increase year-over-year, respectively. The company also raised their expectations for bookings in the next quarter by 47-51%, noting that the viral hits of the last quarter are being replaced by others.
In their shareholder letter, Roblox noted their intention to “feed the flywheel of users, content, and monetization” by introducing new innovations in communication safety and AI-powered game creation and discovery. These include the adoption of International Age Rating Coalition ratings to “give parents and kids more transparency,” and facial estimation for all users to access communication.
During the company’s earnings call, both CEO Dave Baszucki and CFO Naveen Chopra emphasized that the platforms upcoming improvements are likely to cause losses, though both added that they will be necessary for long-term growth. “Bullish about the long-term, but cautious about the near-term,” as Baszucki said at one point.
They also noted this in the shareholder letter, saying, “These new policies may negatively impact platform engagement in the short term, but we believe this is outweighed by the long-term benefits for our users, creators, and shareholders.”