Q2 2025 Earnings — Results of Operations, 5.02, Reg FD Disclosure, Other Events

Bookings surged 51% year-over-year to $1.44 billion while DAUs hit 111.8 million (up 41%), prompting Roblox to raise full-year 2025 guidance to $5.87–$5.97 billion in bookings with free cash flow expected between $1.03–$1.09 billion. The platform is still running a $280 million net loss, but free cash flow jumped 58% and management is explicitly targeting 10% of the global gaming content market — signaling confidence that viral experience momentum and improving unit economics can eventually close the gap between bookings growth and profitability.