Now, the corporate desires to develop up, too. On Roblox’s fourth-quarter and full-year 2025 earnings call Thursday (Feb. 5), executives confused to traders that the youth gaming platform is now maturing into one thing extra sturdy: a scaled, cash-generating infrastructure for human co-experience, with early indicators of working leverage and an more and more express ambition to compete for a significant share of the worldwide gaming economic system.
“We estimate our 18 and over cohort is growing at over 50%, and this cohort monetizes 40% higher than younger cohorts,” Roblox CEO David Baszucki mentioned in the course of the call.
Roblox bookings for the quarter had been $2.2 billion, representing a 63% year-over-year improve and exceeding analyst estimates.
“We have seen over the last few years the definition of what is a game expand,” Baszucki added.
In This fall 2025, Roblox generated $1.4 billion in income, up 43% yr over yr, and $2.2 billion in bookings, up 63%. Average every day lively customers reached 144 million, a 69% improve, whereas hours engaged climbed to 35 billion, up 88% yr over yr, based on earnings material launched by the corporate.
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The majority of that progress got here from worldwide markets, the place DAUs (every day lively customers) rose practically 80% yr over yr within the fourth quarter.
The firm’s inventory jumped round 20% in quick after-hours buying and selling.
See additionally: Roblox Uses AI to Filter Billions of User Interactions in Real Time
The Flywheel Is Accelerating
For a lot of its public life, Roblox has been troublesome to categorize. Investors alternately handled it as a recreation studio, a social community, or a speculative wager on the “metaverse,” a time period the corporate itself now largely avoids.
As heard all through the investor name, Roblox’s inner language more and more facilities on what it calls its “flywheel”: a reinforcing loop by which person progress drives creator earnings, which drives higher content material, deeper engagement, increased monetization and in the end extra capability for reinvestment.
In line with that technique, Roblox continues to deal with creator payouts not as a value to be minimized, however as a strategic lever. In This fall, developer change (DevEx) charges grew 70% yr over yr to $477 million, reflecting each platform progress and an 8.5% improve within the DevEx price introduced in September. For the complete yr, the highest 1,000 creators earned a median of $1.3 million, up greater than 50% from the prior yr.
This issues as a result of Roblox’s content material mannequin will depend on sustained creator participation at scale. Management has been express that it expects DevEx charges to rise over time, viewing increased creator earnings as one in every of its highest-return investments.
The firm added roughly 60 million every day lively customers in 2025.
Notably, administration introduced that 2026 will probably be the final yr it supplies full-year steering, citing the growing unpredictability of viral dynamics, AI-driven creation and demographic enlargement.
Read extra: Roblox’s 150 Million Daily Users Still Haven’t Translated Into Profitability
Infrastructure, AI and the Shape of Future Content
Underlying Roblox’s strategic shifts is a expertise roadmap designed to assist extra advanced, aggressive recreation genres historically dominated by consoles and PCs, and in addition with the older customers aged 18-34 that the platform is intentionally repositioning itself to serve.
The firm has deployed greater than 400 AI fashions throughout creation, discovery, security and social interplay. Internally educated basis fashions draw on an uncommon dataset: billions of hours of 3D human interplay, voice communication and avatar motion. This knowledge benefit underpins instruments like Roblox Assistant, Avatar Auto-Setup and Cube, which collectively compress growth timelines and decrease the barrier to stylish recreation creation.
By integrating these instruments straight into its present digital economic system, Roblox goals to make sure that its platform stays the first vacation spot for user-generated content material (UGC), whilst AI reduces the technical talent required for growth.
At the identical time, a probably watershed second within the platform’s authorized historical past occurred in December, when dozens of particular person lawsuits had been consolidated right into a federal Multidistrict Litigation (MDL) within the Northern District of California across the firm’s alleged failure to guard minors from exploitation, grooming and sexually express content material.
On Jan. 30, a listening to was held to nominate plaintiffs’ lead counsel and set up a construction for discovery. The litigation can be drawing in different expertise giants, with Discord, Meta Platforms and Snap Inc. submitting company disclosures as a part of the broader inquiry into how platforms and messaging apps might be abused.
Parallel to the federal MDL, a number of state attorneys basic have initiated impartial authorized actions. In response, Roblox accelerated the rollout of a number of security options in late 2025 and early 2026.