Benzinga Pro data showed Roblox shares falling 17.44% to $43.31 in Friday premarket trading after Roblox released third-quarter results. Roblox reported 138 million daily active users, down 9% year over year. The user decline and a weaker fourth-quarter bookings forecast hurt investor sentiment.
Roblox forecasts a fourth-quarter bookings decline of 10% to 15% year over year. Roblox attributed the forecast to difficult comparisons and a potentially modest effect from GTA VI's launch. Roblox projects $380 million in fourth-quarter capital expenditures, including $140 million moved from the third quarter. Roblox expects capital spending for the full year to total $468 million.
Roblox reported a quarterly loss of 32 cents per share, compared with analysts' consensus forecast of a 40-cent loss. Roblox reported $1.7 billion in bookings, exceeding Wall Street's $1.62 billion estimate. GAAP revenue reached $1.57 billion. Bookings also surpassed guidance because engagement and retention improved. However, Roblox continued to face monetization difficulties among younger users in the United States.
Roblox said seasonally adjusted retention reached the highest level since 2021. Roblox reported 18% year-over-year growth in daily active users aged 18 and older. International growth remained strong, with India leading at 37% and Japan following at 33%.
Roblox reported that daily uploads of AI assets tripled month over month. Roblox said AI-enabled games increased 50% sequentially. Roblox reported that more than 80% of the top 100 games ranked by hours played used AI. Roblox is developing Universal Player, an AI-powered tool intended to help creators adapt PC, console and mobile games for Roblox. Universal Player will integrate multiplayer features, compatibility across devices, safety tools and Roblox's virtual economy.
Roblox Build has supported the publication of more than 70,000 games and attracted more than 500,000 testers. Roblox plans a United States launch for Roblox Build in December 2026 and a worldwide rollout in 2027. Roblox plans to increase marketing to users aged 18 and older under Roblox Everywhere. Roblox also plans to distribute selected games as standalone apps through major app stores in the first half of 2027.
Roblox Reality aims to offer early access in the first half of 2027. Roblox also plans to expand gaming options offline and through browsers. Roblox aims to secure 10% of the worldwide gaming market and ultimately reach 1 billion daily active users, supported by AI tools, Universal Player and Roblox Everywhere.
Roblox Stock Drops 17.44% Pre-Market After Q3 Earnings Report
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Summary
Roblox (NYSE:RBLX) shares dropped 17.44% to $43.31 in premarket trading on October 30, 2026, after its Q3 earnings report. Daily active users fell 9% year-over-year to 138 million, and the company issued a weak fourth-quarter bookings forecast. Despite beating revenue estimates, the stock declined amid ongoing monetization struggles, particularly with younger U.S. users. Investors are now turning to the daily market report for guidance and checking altcoins to watch for potential rebounds.
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