Slide 1: Q2 2026 Supplemental Materials
Q2 2026 Supplemental Materials July 30, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation and the live webcast and Q&A session which will be held at 130 p.m. Pacific Time/430 p.m. Eastern Time on Thursday, July 30, 2026 contain “forward-looking statementsˮ within the meaning of the “safe harborˮ provisions of the Private Securities Litigatio
Slide 3: Q2 2026 Results Review
Q2 2026 Results Review 36% YoY Growth 8% YoY Growth 10% YoY Growth 5% YoY Growth $1.5B $1.6B 123M 29B REVENUE BOOKINGS1 AVERAGE DAILY HOURS ACTIVE USERS ENGAGED (“DAUsˮ) For endnote descriptions, see final slide. 3
Slide 4: Q2 2026 Results Review
Q2 2026 Results Review 60% YoY Growth 66% YoY Growth $185M $152M $318M $294M 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 $99 million and a
Slide 5: Operating and Financial Metrics
Operating and Financial Metrics 5
Slide 6: DAUs
DAUs (in millions) Year-over-year growth % 6
Slide 7: DAUs by Region
DAUs by Region(2) (in millions) US & Canada Europe APAC ROW US & Canada 21% 26% 15% 22% 21% 32% 32% 17% 6% Europe 14% 15% 6% 10% 24% 56% 62% 21% 1% YoY APAC 31% 37% 30% 40% 76% 108% 95% 57% 15% ROW 22% 30% 27% 33% 39% 80% 80% 38% 15% Total 21% 27% 19% 26% 41% 70% 69% 35% 10% For endnote descriptions
Slide 8: Hours Engaged
Hours Engaged (in billions) Year-over-year growth % 8
Slide 9: Hours Engaged by Region
Hours Engaged by Region(2) (in billions) US & Canada Europe APAC ROW US & Canada 23% 28% 17% 27% 35% 47% 41% 21% 1% Europe 16% 17% 9% 16% 43% 82% 76% 22% 5% YoY APAC 39% 45% 33% 44% 95% 127% 128% 77% 9% ROW 22% 29% 26% 36% 56% 109% 100% 47% 11% Total 24% 29% 21% 30% 58% 91% 88% 43% 5% For endnote
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 29% 27% 30% 27% 18% 40% 34% 29% 26% Europe 32% 31% 35% 33% 25% 58% 54% 52% 48% YoY APAC 38% 29% 31% 28% 22% 60% 59% 55% 52% ROW 42% 38% 42% 40% 31% 73% 69% 64% 59% 31% 29% 32% 29% 21% 48% 43% 39% 36% Total 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 21% 33% 18% 31% 43% 50% 41% 25% 1% Europe 24% 36% 24% 29% 60% 90% 95% 75% 18% YoY APAC 22% 36% 29% 32% 75% 110% 96% 60% 14% ROW 33% 37% 24% 32% 55% 129% 123% 77% 31% Total 22% 34% 21% 31% 51% 70% 63% 43% 8% F
Slide 14: Average Bookings per DAU
Average Bookings per DAU (“ABPDAU”)(1) Year-over-year change % For endnote descriptions, see final slide. 14
Slide 15: ABPDAUs by Region
ABPDAUs by Region(1)(2)(4) Year-over-year change % 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% 25% 28% 27% 29% 31% 34% 29% 25% % of Bookings1 22% 21% 21% 23% 22% 22% 21% 24% 23% 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 change % % of Revenue 14% 14% 13% 13% 14% 15% 15% 14% 16% % of Bookings1 13% 11% 9% 11% 11% 11% 9% 11% 15% 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 2400 2400 2500 2600 2800 3000 3100 3100 3300 % of Revenue 23% 22% 20% 23% 23% 18% 18% 20% 19% % of Bookings1 21% 18% 15% 20% 17% 13% 11% 17% 18% For endnote descriptions, se
Slide 22: Balance Sheet, Cash Flow, & Shares Outstanding
Balance Sheet, Cash Flow, & Shares Outstanding 22
Slide 23: Balance Sheet Update
Balance Sheet Update $ in billions, unaudited) 7 Total cash, cash $3.6 $3.9 $4.0 $4.5 $4.7 $5.2 $5.5 $6.2 $6.1 equivalents, and investments Net cash and $2.6 $2.9 $3.0 $3.5 $3.7 $4.2 $4.5 $5.2 $5.1 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 creator that was subsequently paid and negatively impacted operating cash flow in 2Q25. Had we made this payment in
Slide 25: Free Cash Flow
Free Cash Flow(1) $ in millions, unaudited) A A Acquisition of property $40 $29 $64 $17 $23 $103 $298 $33 $22 and equipment Purchases of intangible — — — — — $1 $2 — $2 assets A Free cash flow in 1Q25 benefited from the delay of a $30 million payout to a creator that w
Slide 26: Shares Outstanding
Shares Outstanding (shares in millions, unaudited) As of 6/30/2026 6/30/2025 YoY% Shares of Class A and B Common stock 714 693 3% outstanding Number of stock options outstandingA 7 13 46% Number of unvested RSUs and RSAs 28 31 10% outstanding Number of ESPP shares to be purchased 2 1 100% Numb
Slide 27: Guidance
Guidance 27
Slide 28: 3Q26 Guidance
3Q26 Guidance(8)(9) Summary $ in millions) 3 months ended Guidance Actual Q3 2026 Q3 2025 YoY % Low High Low High Revenue $1,413 $1,490 $1,360 4% 10% 1 Bookings $1,576 $1,653 $1,922 18% 14% Consolidated net loss $348 $307 $258 35% 19% Adjusted EBITDA1 $ $41 $46 100% 11% Total net
Slide 29: 3Q26 Guidance: Non-GAAP Financial Measures Reconciliation
3Q26 Guidance: Non-GAAP Financial Measures Reconciliation Revenue8 to Bookings1 $ in millions) 3 months ended Guidance Actual Q3 2026 Q3 2025 YoY % Low High Low High Revenue $1,413 $1,490 $1,360 4% 10% Add (deduct): Change in deferred revenue 173 173 573 70% 70% Other 10 10 11 9% 9
Slide 30: 3Q26 Guidance: Non-GAAP Financial Measures Reconciliation
3Q26 Guidance: Non-GAAP Financial Measures Reconciliation Consolidated Net Loss89 to Adjusted EBITDA18 $ in millions) 3 months ended Guidance Actual Q3 2026 Q3 2025 YoY % Low High Low High Consolidated Net Loss $348 $307 $258 35% 19% Add (deduct): Interest income 50 50 52 4%
Slide 31: 3Q26 Guidance: Non-GAAP Financial Measures Reconciliation
3Q26 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 Q3 2026 Q3 2025 YoY % Low High Low High Net cash and cash equivalents provided by operating activities $110 $17
Slide 32: Appendices
Appendices RQBLOX
Slide 33: 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 34: Non-GAAP Financial Measures Reconciliation
Non-GAAP Financial Measures Reconciliation Revenue to Bookings1 $ in millions, unaudited) 3 months ended 6/30/2026 6/30/2025 YoY% Revenue $1,469 $1,081 36% Add (deduct): Change in deferred revenue 99 365 73% Other 11 8 38% Bookings $1,557 $1,438 8% For endnote descriptions, see final slide.
Slide 35: Non-GAAP Financial Measures Reconciliation
Non-GAAP Financial Measures Reconciliation Consolidated Net Loss to Adjusted EBITDA1 $ in millions, unaudited) 3 months ended 6/30/2026 6/30/2025 YoY% Consolidated net loss $185 $280 34% Add (deduct): Interest income 59 49 20% Interest expense 10 11 9% Other (income)/expense, net 3 5
Slide 36: Non-GAAP Financial Measures Reconciliation
Non-GAAP Financial Measures Reconciliation Net Cash and Cash Equivalents Provided by Operating Activities to Free Cash Flow1 $ in millions, unaudited) 3 months ended 6/30/2026 6/30/2025 YoY% Net cash and cash equivalents provided by operating $318 $199 60% activities Deduct: Acquisition of proper
Slide 37: 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 38: 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 39: Note Regarding Operating Metrics (continued)
Note Regarding Operating Metrics (continued) As our platform evolves, we regularly review our methodologies for calculating the number of legitimate users and the time spent on our platform. We have implemented and may continue to implement new calculation methods based on changes in technology, use
Slide 40: Note Regarding Operating Metrics (continued)
Note Regarding Operating Metrics (continued) Hours Engaged We define hours engaged as the time spent by our users on the platform. We calculate total hours engaged as the aggregate of user session lengths in a given period. We estimate this length of time using internal company systems that track us
Slide 41: Endnotes
Endnotes Note: In the first quarter of 2026, the rounding presentation for financial figures was changed from 3 Beginning 2Q24, the estimated average lifetime of a payer changed from 28 months to thousands to millions and, as a result, any necessary rounding adjustments have been made to 27 months