Annual Report — FY 2025
Filed February 11, 2026
Revenue grew strongly across all geographies while the company remains unprofitable, with accumulated losses continuing to deepen — the core tension investors need to watch. The U.S. and Canada still dominate revenue, but Europe and Asia-Pacific are growing their share, signaling Roblox's push toward a more globally diversified user base. With $1 billion in senior unsecured notes due 2030 on the balance sheet and heavy ongoing infrastructure investment — including new data center commitments — the path to profitability hinges on whether stock-based compensation and infrastructure costs can be reined in as the platform scales.
Filing details
Performance by segment
Roblox (Single Operating Segment)
Roblox operates as a single reportable segment. Revenue grew 36% YoY to $4.89 billion in 2025, while bookings surged 55% YoY to $6.79 billion. DAUs reached 127 million (up from prior periods), hours engaged hit 123.9 billion, and average daily unique paying users nearly doubled from ~1.0 million in 2024 to ~1.8 million in 2025. Despite strong top-line growth, the company reported a consolidated net loss of $1.07 billion, with developer exchange fees up 63% to $1.50 billion as the company invested heavily in creator economics including launching the Creator Rewards Program and an 8.5% increase in fiat currency payouts to creators.
“Our long-term vision is to connect one billion users with optimism and civility. We are working towards an ambitious target of capturing 10% of the global gaming content market and winning an even greater share of the U.S. market.”