Roblox Q2 Bookings Beat, Guidance Raised

Roblox reported Q2 2025 bookings of $1.44 billion, exceeding analyst expectations and prompting the company to raise its full-year bookings outlook to as much as $5.97 billion. Average daily active users climbed 41% year-over-year to 111.8 million, with hours engaged up 58% to 27.4 billion, driven in part by the viral game 'Grow a Garden.' Despite a GAAP net loss of $0.41 per share and rising operational expenses, strong user engagement and optimistic guidance led to a 17% surge in Roblox shares. The company continues to invest in infrastructure and discovery, while expanding beyond gaming into socializing, commerce, and advertising. The U.S. remains the largest revenue contributor, though Roblox's global presence is growing. Roblox's focus on its creator ecosystem and platform enhancements positions it as a leader in digital experiences.