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Roblox Corporation: How Is Artificial Intelligence Supercharging Personalization, Safety, and Engagement?

Roblox Corporation’s latest quarterly earnings report highlighted significant developments and challenges that can be summarized to guide investment considerations. From a financial perspective, Roblox demonstrated substantial growth in both revenue and bookings. For the fourth quarter of 2025, revenue reached $1.4 billion, marking a 43% increase year-on-year. Bookings for the same period were $2.2 billion, representing a 63% year-on-year rise. This performance exceeded the company’s own growth targets for the year, indicating strong market demand and user engagement. However, despite increased revenues, the company also emphasized the ongoing importance of balancing growth with operating leverage to realize future margin expansion. The increase in daily active users (DAUs) was notable, with a reported 69% year-on-year growth in the fourth quarter. Engagement hours also saw a rise, up 88% year-on-year to 35 billion hours. These metrics are vital for understanding user stickiness and platform appeal.