Slide 1: Q3 2025 Supplemental Materials
Q3 2025 Supplemental Materials October 30, 2025
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation and the live webcast and Q&A session which will be held at 530 a.m. Pacific Time/830 a.m. Eastern Time on Thursday, October 30, 2025 contain “forward-looking statementsˮ within the meaning of the “safe harborˮ provisions of the Private Securities Litiga
Slide 3: Q3 2025 Results Review
Q3 2025 Results Review 48% YoY Growth 70% YoY Growth 70% YoY Growth 91% YoY Growth $1.4B $1.9B 151.5M 39.6B REVENUE BOOKINGS1 AVERAGE DAILY HOURS ACTIVE USERS ENGAGED (“DAUsˮ) For endnote descriptions, see final slide. 3
Slide 4: Q3 2025 Results Review
Q3 2025 Results Review 121% YoY Growth 103% YoY Growth $(257)M $46M $546M $443M CONSOLIDATED ADJUSTED NET CASH AND CASH FREE CASH FLOW1 NET LOSS EBITDAA1 EQUIVALENTS PROVIDED BY OPERATING ACTIVITIES A Adjusted EBITDA excludes adjustments for an increase in deferred revenue of $572.9 million
Slide 5: Operating and Financial Metrics Discussion
Operating and Financial Metrics Discussion 5
Slide 6: DAUs
DAUs (in millions) Year-over-year growth % 6
Slide 7: DAUs by Region and Age
DAUs by Region and Age(2) (in millions) By Region By Age Group US & Canada Europe APAC ROW U13 13 Unknown US & Canada 11% 17% 13% 21% 26% 15% 22% 21% 32% U13 12% 13% 12% 15% 16% 11% 13% 22% 44% Europe 22% 20% 13% 14% 15% 6% 10% 24% 56% 13 25% 28% 22% 26% 34% 26% 36% 54% 89% YoY YoY APAC 23% 27% 26
Slide 8: Hours Engaged
Hours Engaged (in billions) Year-over-year growth % 8
Slide 9: Hours Engaged by Region and Age
Hours Engaged by Region and Age(2) (in billions) By Region By Age Group US & Canada Europe APAC ROW U13 13 Unknown US & Canada 12% 16% 12% 23% 28% 17% 27% 35% 47% U13 10% 10% 8% 16% 17% 11% 17% 36% 67% Europe 24% 21% 11% 16% 17% 9% 16% 43% 82% YoY 13 27% 28% 19% 30% 37% 28% 40% 72% 107% 21% 27% 23
Slide 10: Revenue
Revenue(3) $ in millions, unaudited) Year-over-year growth % For endnote descriptions, see final slide. 10
Slide 11: Revenue by Region
Revenue by Region(3)(4) $ in millions, unaudited) US & Canada Europe APAC ROW US & Canada 34% 27% 20% 29% 27% 30% 27% 18% 40% Europe 39% 29% 23% 32% 31% 35% 33% 25% 58% YoY APAC 52% 39% 31% 38% 29% 31% 28% 22% 60% ROW 49% 39% 33% 42% 38% 42% 40% 31% 73% Total 38% 30% 22% 31% 29% 32% 29% 21% 48% For
Slide 12: Bookings
Bookings(1) $ in millions, unaudited) Year-over-year growth % For endnote descriptions, see final slide. 12
Slide 13: Bookings by Region
Bookings by Region(1)(4) $ in millions, unaudited) US & Canada Europe APAC ROW US & Canada 14% 21% 17% 21% 33% 18% 31% 43% 50% Europe 37% 37% 23% 24% 36% 24% 29% 60% 90% YoY APAC 15% 18% 16% 22% 36% 29% 32% 75% 110% ROW 43% 49% 35% 33% 37% 24% 32% 55% 129% Total 20% 25% 19% 22% 34% 21% 31% 51% 70%
Slide 14: Average Bookings per DAU
Average Bookings per DAU (“ABPDAU”)(1) Year-over-year growth % For endnote descriptions, see final slide. 14
Slide 15: ABPDAUs by Region
ABPDAUs by Region(1)(2)(4) Year-over-year growth % US & Canada Europe APAC ROW For endnote descriptions, see final slide. 15
Slide 16: Payer Community
Payer Community Average Monthly Unique Payers (in millions) Average Bookings Per Monthly Unique Payer1 For endnote descriptions, see final slide. 16
Slide 17: Four Main Expenses
Four Main Expenses 17
Slide 18: Cost of Revenue
Cost of Revenue(3) $ in millions, unaudited) Year-over-year growth % For endnote descriptions, see final slide. 18
Slide 19: Developer Exchange Fees
Developer Exchange Fees $ in millions, unaudited) Year-over-year growth % % of Revenue 23.9% 29.6% 25.3% 23.3% 25.2% 28.4% 27.2% 29.3% 31.5% % of Bookings1 20.3% 19.7% 21.9% 21.8% 20.5% 20.6% 23.3% 22.0% 22.3% For endnote descriptions, see final slide. 19
Slide 20: Certain Infrastructure and Trust & Safety Expense
Certain Infrastructure and Trust & Safety Expense(5) $ in millions, unaudited) Year-over-year growth % % of Revenue 17.5% 16.6% 15.5% 13.6% 14.1% 12.8% 13.0% 14.1% 15.3% % of Bookings1 14.8% 11.0% 13.5% 12.8% 11.5% 9.3% 11.1% 10.6% 10.8% For endnote descriptions, see final slide. 20
Slide 21: Personnel Costs excl. Stock-Based Compensation Expense
Personnel Costs excl. Stock-Based Compensation Expense $ in millions, unaudited) Year-over-year growth % Headcount 2500 2500 2500 2400 2400 2500 2600 2800 3000 % of Revenue 27.5% 26.5% 28.2% 22.9% 22.0% 20.3% 23.0% 22.6% 18.4% % of Bookings1 23.3% 17.6% 24.5% 21.4% 17.9% 14.7% 19.8% 17.0
Slide 22: Balance Sheet, Cash Flow, & Shares Outstanding
Balance Sheet, Cash Flow, & Shares Outstanding 22
Slide 23: Balance Sheet Update
Balance Sheet Update $ in millions, unaudited) 7 Total cash, cash equivalents, and $3,116 $3,237 $3,469 $3,601 $3,882 $4,020 $4,511 $4,738 $5,221 investments Net cash and $2,111 $2,232 $2,464 $2,596 $2,876 $3,013 $3,504 $3,731 $4,214 investments6 For endnote descriptions, see final slide. 23
Slide 24: Net Cash and Cash Equivalents Provided by Operating Activities
Net Cash and Cash Equivalents Provided by Operating Activities $ in millions, unaudited) A A A Operating cash flow in 1Q25 benefited from the delay of a $30 million payout to a developer that was subsequently paid and negatively impacted operating cash flow in 2Q25. Had we made this payment i
Slide 25: Free Cash Flow
Free Cash Flow(1) $ in millions, unaudited) A A Acquisition of property $53.2M $65.2M $46.7M $39.7M $29.4M $63.9M $17.4M $22.6M $102.6M and equipment Purchases of intangible — — $1.2M $0.2M — — — — $1.0M assets A Free cash flow in 1Q25 benefited from the delay of a $30
Slide 26: Shares Outstanding
Shares Outstanding (shares in thousands, unaudited) As of 2024 to 9/30/2025 9/30/2024 9/30/2023 2025 YoY% Shares of Class A and B Common stock 701,867 656,132 623,588 7% outstanding Number of stock options outstandingA 10,363 32,160 43,306 68% Number of unvested RSUs outstanding 28,179 36,467 36,
Slide 27: Guidance
Guidance 27
Slide 28: 4Q25 Guidance
4Q25 Guidance(8) Summary $ in millions) 3 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Revenue $1,350.0 $1,400.0 $988.2 37% 42% Bookings1 $2,000.0 $2,050.0 $1,361.6 47% 51% Consolidated net loss $375.0 $345.0 $221.1 70% 56% Adjusted EBITDA1 $20.0 $10.0 $65.
Slide 29: Fiscal Year Guidance
Fiscal Year Guidance(8) Summary $ in millions) 12 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Revenue $4,825.5 $4,875.5 $3,602.0 34% 35% Bookings1 $6,566.2 $6,616.2 $4,369.1 50% 51% Consolidated net loss $1,128.5 $1,098.5 $940.6 20% 17% Adjusted EBITDA1 $102
Slide 30: 4Q25 Guidance: Non-GAAP Financial Measures Reconciliation
4Q25 Guidance: Non-GAAP Financial Measures Reconciliation Revenue8 to Bookings1 $ in millions) 3 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Revenue $1,350.0 $1,400.0 $988.2 37% 42% Add (deduct): Change in deferred revenue 660.0 660.0 381.8 73% 73% Other 10.0 1
Slide 31: Fiscal Year Guidance: Non-GAAP Financial Measures Reconciliation
Fiscal Year Guidance: Non-GAAP Financial Measures Reconciliation Revenue8 to Bookings1 $ in millions) 12 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Revenue $4,825.5 $4,875.5 $3,602.0 34% 35% Add (deduct): Change in deferred revenue 1,775.8 1,775.8 792.4 124% 124%
Slide 32: 4Q25 Guidance: Non-GAAP Financial Measures Reconciliation
4Q25 Guidance: Non-GAAP Financial Measures Reconciliation Consolidated Net Loss8 to Adjusted EBITDA18 $ in millions) 3 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Consolidated Net Loss $375.0 $345.0 $221.1 70% 56% Add (deduct): Interest income 47.0 47.0
Slide 33: Fiscal Year Guidance: Non-GAAP Financial Measures Reconciliation
Fiscal Year Guidance: Non-GAAP Financial Measures Reconciliation Consolidated Net Loss8 to Adjusted EBITDA18 $ in millions) 12 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Consolidated Net Loss $1,128.5 $1,098.5 $940.6 20% 17% Add (deduct): Interest income
Slide 34: 4Q25 Guidance: Non-GAAP Financial Measures Reconciliation
4Q25 Guidance: Non-GAAP Financial Measures Reconciliation Net Cash and Cash Equivalents Provided by Operating Activities to Free Cash Flow1 $ in millions) 3 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Net cash and cash equivalents provided by operating activities $4
Slide 35: Fiscal Year Guidance: Non-GAAP Financial Measures Reconciliation
Fiscal Year Guidance: Non-GAAP Financial Measures Reconciliation Net Cash and Cash Equivalents Provided by Operating Activities to Free Cash Flow1 $ in millions) 12 months ended Guidance Actual 12/31/2025 12/31/2024 YoY % Low High Low High Net cash and cash equivalents provided by operating activ
Slide 36: Appendices
Appendices RQBLOX
Slide 37: Revenue, Deferred Revenue, and Bookings Illustration
Revenue, Deferred Revenue, and Bookings Illustration The following example illustrates GAAP revenue recognition for bookings on the Roblox platform. ● Paying user spends $30 on the Roblox platform to purchase 3,000 Robux or Recognized in Month 1 purchases a $30 prepaid card to exchange for 3,000 Rob
Slide 38: Non-GAAP Financial Measures Reconciliation
Non-GAAP Financial Measures Reconciliation Revenue to Bookings1 $ in thousands, unaudited) 3 months ended 2024 to 9/30/2025 9/30/2024 9/30/2023 2025 YoY% Revenue $ 1,359,646 $ 918,953 $ 713,225 48% Add (deduct): Change in deferred revenue 572,853 216,325 130,957 165% Other 10,682 6,758 4,729
Slide 39: Non-GAAP Financial Measures Reconciliation
Non-GAAP Financial Measures Reconciliation Consolidated Net Loss to Adjusted EBITDA1 $ in thousands, unaudited) 3 months ended 2024 to 9/30/2025 9/30/2024 9/30/2023 2025 YoY% Consolidated Net Loss $ 257,371 $ 240,447 $ 278,808 7% Add (deduct): Interest income 52,089 46,718 36,442 11%
Slide 40: Non-GAAP Financial Measures Reconciliation
Non-GAAP Financial Measures Reconciliation Net Cash and Cash Equivalents Provided by Operating Activities to Free Cash Flow1 $ in thousands, unaudited) 3 months ended 2024 to 9/30/2025 9/30/2024 9/30/2023 2025 YoY% Net cash and cash equivalents provided by operating activities $ 546,184 $ 247,430
Slide 41: Non-GAAP Financial Measures Definitions
Non-GAAP Financial Measures Definitions This presentation contains the following non-GAAP financial measures: bookings, Adjusted EBITDA, and free cash flow. We use this non-GAAP financial information to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe th
Slide 42: Note Regarding Operating Metrics
Note Regarding Operating Metrics We manage our business by tracking several operating metrics, including average daily active users (“DAUs”), hours engaged, bookings, average bookings per DAU (“ABPDAU”), average monthly unique payers, and average bookings per monthly unique payer. As a management te
Slide 43: Note Regarding Operating Metrics (continued)
Note Regarding Operating Metrics (continued) DAUs We define a DAU as a user who has logged in and visited Roblox through our website or application on a unique registered account on a given calendar day. If a registered, logged in user visits Roblox more than once within a 24-hour period that spans
Slide 44: Note Regarding Operating Metrics (continued)
Note Regarding Operating Metrics (continued) ABPDAU We define ABPDAU as bookings in a given period divided by the DAUs for such period. We primarily use ABPDAU as a way to understand how we are monetizing across all of our users. ABPDAU is also broken out by geographic region to help us understand t
Slide 45: Endnotes
Endnotes Note: Amounts reported in millions are rounded based on the amounts in thousands. As a result, 3 Beginning 2Q24, the estimated average lifetime of a payer changed from 28 months to the sum of the components reported in millions may not equal the total amount reported in millions 27 months