Roblox Corporation reported a 51% year-over-year increase in bookings in its second quarter 2025. Click here to read why RBLX ...

Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.

Roblox stock plunged as much as 20% on Thursday after it reported mixed fourth-quarter earnings. The company reported a decline in daily active users, which sparked growth fears among investors.