Roblox Soars on Strong 2026 Bookings Forecast

Roblox anticipates fiscal 2026 bookings to exceed Wall Street predictions, indicating sustained strong growth in player spending and engagement as the platform targets a significant share of the global gaming market. The company reported a substantial rise in average daily active users, which grew by 69% year-over-year to 144 million during the fourth quarter.

To support its expanding user base and initiatives, Roblox is investing in safety measures and upgrading server infrastructure. These investments, along with increased developer payouts, are expected to result in flat to slightly down margins for the current year. The company also announced that 2026 will be the final year for full-year forecasts, shifting to quarterly projections thereafter due to the unpredictable nature of viral content.

Roblox implemented facial recognition and age verification requirements last year amid heightened scrutiny regarding child protection on its platform. While these measures have had a modest impact on engagement and bookings, the company's forward-looking bookings forecast for fiscal 2026, estimated between $8.28 billion and $8.55 billion, has pleased investors, with shares rising significantly in extended trading.