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- **Market Share Expansion**: Roblox now captures 3.2% of global gaming bookings, up from 2.3% in 2024, with 7 experiences hitting 10M+ DAUs. 
- **Revenue Surge**: Q3 revenue grew 48% YoY to $1.36B, bookings rose 70% YoY to $1.92B, and creator earnings (DevEx) hit $427.9M (+85% YoY). 
- **AI & Safety Investments**: Facial age estimation to gate communication by Q4 2025, and 8.5% DevEx rate increase to support creator ecosystem. 
- **2026 Outlook**: Margins may compress due to safety policy rollouts and infrastructure costs, but server authority tech and genre expansion position for long-term growth. 
- **User Engagement**: 13+ DAUs now 67% of total, with 39.6B hours of engagement (+91% YoY), driven by APAC growth (+127% YoY). 


**【CEO Summary Section】**
- Roblox captured 3.2% of the global gaming content market in Q3 2025, up from 2.3% in 2024, with 7 experiences exceeding 10M daily active users (DAUs), including 5 new titles like *Grow a Garden* and *Ink Game*. 
- Q3 DAUs reached 151.5M (+70% YoY), with 13+ DAUs accounting for 67% of total users. Hours of engagement hit 39.6B (+91% YoY), driven by APAC growth (+127% YoY). 
- Revenue grew 48% YoY to $1.36B, bookings rose 70% YoY to $1.92B, and DevEx (creator earnings) reached $427.9M (+85% YoY). 
- Strategic investments include AI-driven safety tools (e.g., facial age estimation), server authority tech for competitive genres, and a new IP platform for creators. 
- 45M peak concurrency in Q3 highlighted infrastructure scalability, with plans to expand bare-metal GPU capacity and edge data centers. 

**【CFO Financial Commentary】**
- Q3 GAAP net income was $420M, with Non-GAAP EPS exceeding expectations. 
- Platform health metrics: 58% YoY growth in engagement for non-top-10 experiences, and 40%+ spending growth in this cohort. 
- Margins face short-term pressure due to 8.5% DevEx rate increase, safety policy rollouts, and infrastructure investments. 
- 2026 outlook: bookings growth may slow due to tough comps and safety-related friction, but long-term tech investments (e.g., server authority, custom matchmaking) position for genre expansion. 
- CapEx intensity will remain elevated in 2026 to support infrastructure and AI initiatives. 

**【Q&A Key Highlights】**
- **AI & Infrastructure**: CEO highlighted Cube 3D model for real-time multiplayer content and Studio NCP server for AI workflows. CFO noted 30,000 years of PII-compliant interaction data captured daily. 
- **Creator Economics**: 8.5% DevEx rate increase complemented by regional pricing for marketplace items, driving Southeast Asia growth. 
- **Safety Policies**: Facial age estimation to gate communication by Q4 2025, with potential short-term engagement impact but long-term value. 
- **2026 Growth**: CFO warned of margin compression due to investments in safety, infrastructure, and people, but emphasized tech rollouts (e.g., server authority) as growth drivers. 
- **Advertising**: 140 creators testing rewarded video, with cautious expansion plans to balance user experience and monetization. 
- **Genre Expansion**: Investments in avatar enhancement, Harmony/Slim performance tech, and competitive genres (shooting, sports) to target 10% global gaming market share. 


Roblox (RBLX)-30 Oct 25-2025 Q3 Earnings call transcript

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