Roblox reported October 29 that third-quarter revenue increased to $1.572 billion from $1.360 billion a year earlier, while bookings declined to $1.697 billion from $1.922 billion.
The different directions reflect separate accounting measures. Bookings largely track sales of virtual currency; most are initially deferred and recognized as revenue over time or as virtual goods are consumed.
The gaming platform reported a consolidated net loss of $230 million, compared with $258 million a year earlier. Loss per share attributable to common stockholders narrowed to 32 cents from 37 cents.
Operating cash flow declined to $395 million from $546 million. Free cash flow was $364 million, compared with $443 million. The quarter ended September 30.
For the fourth quarter, Roblox forecast revenue of $1.470 billion to $1.580 billion and bookings of $1.890 billion to $2 billion. The bookings range implies a year-over-year decline of 10%–15%.
The company projected a consolidated quarterly loss of $363 million–$423 million. Those figures remain forecasts.
Sources: Roblox — October 29 Shareholder Letter: https://www.marketscreener.com/news/roblox-third-quarter-2026-shareholder-letter-ce785fdadc89ff22