Q3 2025 Earnings — Results of Operations, Reg FD Disclosure

Bookings surged 70% YoY to $1.92B while daily active users hit 151.5 million (up 70%), with free cash flow more than doubling to $443M — putting Roblox at least two years ahead of its long-term guidance issued in late 2023. Management is raising guidance for the rest of 2025 and signaling increased near-term investment in AI-powered game creation and safety infrastructure, prioritizing long-term growth over short-term margins as creators already crossed $1B in earnings through just the first nine months of the year.