Roblox CEO: Multiple Games Surpass 10M Daily Active Users

Roblox CEO David Baszucki discusses the company's user growth and advertising opportunities. Multiple Roblox games have reached 10 million daily active users, driven by the platform's user-generated content and appeal to younger audiences. Baszucki sees a significant opportunity for advertisers to reach this demographic, citing the platform's large and engaged user base.

Roblox Corp (RBLX) has reported a strong second quarter, with analysts raising their price targets following the company's impressive financial results. The gaming platform saw significant growth in bookings, daily active users (DAUs), and user engagement, which has led to a positive reevaluation of its growth outlook.

According to Wedbush analyst Alicia Reese, Roblox's bookings surged 51% year-over-year (YoY) to $1.44 billion, exceeding her $1.19 billion estimate and the consensus estimate of $1.24 billion. Daily active users hit 111.8 million, surpassing Reese's forecast of 92.8 million, and engagement soared to 27.8 billion hours, exceeding the estimated 22.2 billion. Needham's Bernie McTernan and Bank of America Securities' Omar Dessouky also raised their price forecasts, with McTernan increasing his target from $79 to $159 and Dessouky lifting his from $133 to $159 [1].

Reese highlighted the company's record-breaking second-quarter performance, noting that bookings and user engagement metrics signal a robust recovery. She projects double-digit growth through 2027, with a return to 20% year-over-year growth after tough comparisons in 2026. McTernan sees Roblox's growth potential driven by AI leadership and a strong pipeline of viral games, with bookings rising 51% YoY, up from 31% in the prior quarter [1].

Despite potential challenges from new leadership and tough comparisons in 2026, Dessouky expects Roblox to reaffirm its +20% year-over-year growth forecast and projects margin expansion of 100 basis points in 2025 and over 300 basis points in 2026–27 [1].

Roblox's CEO David Baszucki has discussed the company's user growth and advertising opportunities, noting that multiple Roblox games have reached 10 million daily active users, driven by the platform's user-generated content and appeal to younger audiences. Baszucki sees a significant opportunity for advertisers to reach this demographic, citing the platform's large and engaged user base [2].

References:
[1] https://www.benzinga.com/analyst-stock-ratings/reiteration/25/08/46801220/magnitude-of-robloxs-q2-beat-unexpected-says-analyst
[2] Roblox CEO David Baszucki discusses the company's user growth and advertising opportunities.