Roblox Corporation (RBLX) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, everyone. This is Tiffany, and I will be your conference coordinator today. Welcome to Roblox's fourth quarter and full year 2025 earnings call. All lines are on mute. After the speaker's opening remarks, there will be a Q&A session. If you would like to ask a question during that time, simply press star, then the number one on your telephone keypad. Now I will turn the call over. to Jamie Morris, Roblox's Head of Investor Relations. Jamie? Thank you. Good afternoon, everyone. I'm very happy to be here for my first earnings call at Roblox. Thank you for joining us to discuss our Q4 and full year 2025 results. With me today is Roblox's co-founder and CEO, David Bazzucchi, and our Chief Financial Officer, Naveen Chopra. Before we begin, I would like to remind you that our commentary today may include forward-looking statements which are subject to risks, uncertainties, and assumptions that could cause actual results to differ materially from those described in our forward-looking statements. A description of these risks, uncertainties, and assumptions are included in our SEC filings, including our most recent reports on Form 10-K and Form 10-Q. You should not rely on our forward-looking statements as predictions of future events. and we disclaim any obligation to update these statements except as required by law. During this call, we will also discuss certain non-GAAP financial measures. Reconciliations between GAAP and non-GAAP metrics can be found in our shareholder letter and supplemental slides, which are available on our Investor Relations website. With that, I will turn the call over to Dave. Thank you, and good afternoon, and thank you all for joining us today. One year ago, we shared our goal of growing year-on-year bookings at 19% to 21%. And w...