SHARPE
Reported results
- GAAP revenue for Q3 2026 was $1,572 million, up 16% year-over-year.
- GAAP consolidated net loss was $230 million in Q3 2026, compared to a net loss of $258 million in Q3 2025.
- Non-GAAP bookings for Q3 2026 were $1,697 million, down 12% year-over-year.
- Non-GAAP Adjusted EBITDA was $138 million in Q3 2026, compared to $46 million in Q3 2025.
- GAAP net cash and cash equivalents provided by operating activities was $395 million in Q3 2026, compared to $546 million in Q3 2025.
- Non-GAAP free cash flow was $364 million in Q3 2026, compared to $443 million in Q3 2025.
Guidance
- For Q4 2026, revenue is expected to be in the range of $1,470 million to $1,580 million (up 4% to 12% year-over-year).
- For Q4 2026, bookings are expected to be in the range of $1,890 million to $2,000 million (down 10% to 15% year-over-year).
- For Q4 2026, consolidated net loss is expected to be in the range of $(423) million to $(363) million.
- For Q4 2026, non-GAAP Adjusted EBITDA is expected to be in the range of $(70) million to $(10) million.
- For Q4 2026, net cash and cash equivalents provided by operating activities is expected to be in the range of $190 million to $275 million.
- For Q4 2026, non-GAAP free cash flow is expected to be in the range of $(190) million to $(105) million.
Notes
In Q1 2026, Roblox transitioned from self-reported age data to ‘age-checked’ data. All age-checked metrics are estimates derived from limited information and evolving methodologies and are not directly comparable to historical self-reported data.
Price and volatility reaction
The stock moved -18.1% on the print. No front-expiry chain was on file, so there is no straddle expected move.
| Measure | Value | Basis |
|---|---|---|
| Close before release | 52.46 | 2026-10-29 |
| Close after release | 42.99 | 2026-10-30 |
| Realised move | -18.1% | close to close |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.