Roblox Q3 2026 results: 138M DAUs, $1.7B bookings, AI everywhere
Roblox's Q3 2026 letter: 138M daily users, $1.70B bookings, 34B hours, $403M paid to creators and AI tools used by 80% of the top 100 games.
- 138 million daily active users: down 9% year over year, up 12% from Q2 2026
- Bookings of $1.697 billion, down 12% year over year but above the top of guidance
- Nearly 34 billion hours engaged, down 15% year over year
- $403 million paid to creators through DevEx, equal to 24% of bookings
- More than 80% of the top 100 games by hours used Roblox AI tools in the past month
Roblox published its Q3 2026 results on October 29, 2026, and they cut both ways: far bigger than two years ago, yet down against last year's record summer on every headline metric. As of November 2026, Roblox counts 138 million daily active users, took $1.70 billion in bookings, logged close to 34 billion hours and paid creators $403 million. Here is what the shareholder letter and earnings call say.
Roblox Q3 2026 by the numbers
| Metric | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $1,572M | $1,360M | +16% |
| Bookings | $1,697M | $1,922M | -12% |
| Daily active users | 138M | 152M | -9% |
| Monthly unique payers | 30M | ~36M | -16% |
| DevEx fees to creators | $403M | $428M | -6% |
| Net loss | $230M | $258M | Narrower |
| Adjusted EBITDA | $138M | $46M | 3x |
Revenue up while bookings fall is an accounting quirk: Robux bought in 2025's record quarters are still being recognised now. Bookings is the number to watch.
Why DAUs and bookings fell year over year
Q3 2025 was the Grow a Garden and Steal a Brainrot summer, Roblox's biggest growth spurt ever. Against that, Q3 2026 looks soft, but on a two-year basis DAUs are up 55%, hours 63% and bookings more than 50%. Sequentially the platform is still growing: DAUs rose 12% and hours 17% from Q2, and bookings beat the top of July's guidance.
The audience is also ageing up: adults (O18) are now 29% of age-checked DAUs globally and 37% in the US, US 18–34 DAUs grew 26% year over year, and adults monetise more than 50% better than under-18s.
O18 is our fastest-growing cohort on the platform.
Roblox Q3 2026 shareholder letter (ir.roblox.com)
AI usage: more than 80% of the top 100 games
This is the part Roblox wanted everyone to read. In the past month, more than 80% of the top 100 games by hours used Roblox's AI tools, daily asset uploads to the Roblox cloud tripled month over month, and time spent in AI tools (Build, Studio Assistant and external models via the MCP server) tripled among top creators since Q2. Two Q3 breakouts, Break and Steal an Egg and Huss Valley, were built almost entirely with AI and both reached the top 20 by concurrent players. See our Steal an Egg beginner guide and the Steal a Brainrot guide for the format it borrows.
Build, the prompt-to-game tool in alpha in New Zealand, Singapore, Serbia and Thailand, has been used by more than 500,000 people who have published over 70,000 games; more than 75% of them had never opened Roblox Studio. On the call, CEO David Baszucki said a wider US release is planned for December, with a global rollout in 2027. Roblox describes how it scores Build games in a newsroom engineering post.
Creator payouts: $403 million in DevEx
Developer Exchange fees, the cash Roblox pays creators for converting Robux, were $403 million, down 6% from $428 million but a bigger slice of the pie at 24% of bookings versus 22% a year ago. That reflects the creator earnings increase announced on September 5, 2025 and the higher DevEx rate for adult-targeted games that took effect on June 8, 2026. Over 70% of the top 100 games by Robux spent also ran Sponsored Ads in Q3, and the RDC 2026 plan to publish games as standalone apps through Roblox Everywhere, due in the first half of 2027, is pitched as the next creator income stream.
Age checks and chat
By the end of Q3, 64% of global DAUs had completed an age check, including more than 80% of 13–17-year-olds, with the US and UK at 75%. The knock-on is social: daily users sending chat or joining voice rose 24% quarter over quarter, and in-game chat averaged 1.6 billion messages a day.
Q4 2026 guidance and what's next
Roblox expects Q4 bookings of $1.89–2.00 billion, down 10–15% year over year, revenue of $1.47–1.58 billion and a net loss of $363–423 million as AI infrastructure spending ramps. CFO Naveen Chopra said the outlook assumes the usual seasonal DAU dip and does not bank on October's Halloween hits lasting.
Our bookings guidance does build in a modest headwind from the release of GTA in the quarter
Naveen Chopra, Roblox CFO, Q3 2026 earnings call, October 29, 2026 (webcast via ir.roblox.com)
That refers to Grand Theft Auto VI's November 19 launch, though Chopra admitted Roblox has little data to size it. Investors focused on the guidance rather than the beat: shares fell roughly 17% after hours from a $52.46 close. Roblox still holds $6.2 billion in cash and investments.
Follow the Roblox hub and our news section for Q4 results in February 2027; the platform itself is at roblox.com.
FAQ
How many daily active users does Roblox have in Q3 2026?
Roblox averaged 138 million daily active users in Q3 2026, down 9% from 152 million a year earlier but up 12% from Q2 2026 and 55% higher than Q3 2024.
How much did Roblox pay creators in Q3 2026?
Developer Exchange fees totalled $403 million, down 6% year over year but equal to 24% of bookings, up from 22% in Q3 2025.
When does Roblox Build launch in the US?
On the Q3 2026 call, CEO David Baszucki said a broader US release of Build is planned for December 2026, with a global rollout in 2027.
How we got here
- Dec 2023Roblox Studio Assistant, the platform's first AI creation tool, is released.
- Sep 5, 2025Roblox announces an increase to creator earnings that lifts DevEx as a share of bookings.
- Jun 8, 2026Higher DevEx rate for games targeting adult (O18) players takes effect.
- Jul 30, 2026Q2 2026 results: Roblox guides Q3 bookings down 14–18% and moves to quarterly-only guidance.
- Sep 11, 2026RDC 2026 keynote announces Build, Roblox Everywhere and the Universal Player.
- Oct 29, 2026Q3 2026 shareholder letter and earnings call; shares fall about 17% after hours.
- Dec 2026Planned broader US release of Build, per the Q3 call.
- H1 2027Roblox Everywhere phase one and Roblox Reality early access are expected.
Covers release dates, studios, and the business of games. Has been tracking GTA VI since the 2022 leak.