Roblox Shares Surge to Record High on Strong User Growth and Bookings

Roblox shares surged to a record high after the video game maker reported higher user numbers and bookings than analysts expected. Revenue was in line with estimates, but the loss per share was larger than forecast. The company lifted its full-year projections for revenue and bookings, with Q3 revenue expected between $1.11 bln and $1.16 bln and bookings between $1.59 bln and $1.64 bln.

Title: Roblox Shares Surge Amid Strong User Growth and Revenue Beat

Roblox Corporation (RBLX) experienced a significant boost in its stock price, rising by 16% on Thursday, July 31, 2025, following the company's second-quarter earnings report. The gaming platform reported net bookings of $1.44 billion, a 51% increase over the same period last year. This figure exceeded analysts' expectations, who had projected $1.24 billion in net bookings for the quarter [1].

Roblox's strong performance was driven by robust user growth, with daily active users (DAUs) increasing to 111.8 million, a 41% year-over-year (YoY) increase, and hours engaged rising to 27.4 billion, a 58% YoY increase. The company attributed this growth to strategic investments in infrastructure, performance, discovery, and the virtual economy, which have created a fertile environment for creators to thrive [1].

The company also raised its third-quarter revenue guidance, expecting net bookings to range between $1.59 billion and $1.64 billion. FactSet had anticipated $1.42 billion in third-quarter bookings [1]. However, Roblox reported a net loss of $279.38 million, a 41-cent loss per share, compared to a net loss of $205.88 million and a 32-cent loss per share in the same quarter last year [1].

Roblox's stock price surge can be attributed to its strong user growth and the company's ability to beat revenue expectations. However, the company's net loss per share was larger than forecast, which may temper investor enthusiasm. Despite this, the company's guidance for the third quarter and the full year indicates optimism about its future growth prospects.

References
[1] https://www.cnbc.com/2025/07/31/roblox-rblx-stock-earnings.html
[2] https://www.nasdaq.com/articles/exponent-expo-q2-revenue-rises-1