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Roblox (RBLX) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Roblox (RBLX) Q3 2026 earnings results →
Q3 2026 Revenue up 16% year over year to $1.6B · 15¢ of every $1 of revenue lost · operating margin -18.0%
Roblox made $1.6B in Q3 2026 (+16% Y/Y). Operating margin -18.0%, net loss $230M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $1.6B in Q3 2026, up 16% year over year and up 7% from the previous quarter.
Operating costs exceeded revenue by $0.28B, an operating margin of -18.0%. Total costs grew 12% against revenue growth of 16%. The fastest-growing cost line was Sales & marketing (+66%). The quarter ended with a net loss of $0.23B, wider than the previous quarter's $0.18B loss. Minority interests bore $3.0M of it: to shareholders the quarter was a loss of $0.23B. Non-operating items added $0.05B, -24% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $0.40B (down 28% year over year). Non-cash charges added back $0.07B of depreciation and amortization and $0.30B of share-based compensation. Working capital and other items added $0.26B. Capital expenditures of $0.03B left free cash flow of $0.37B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $1.6B | +16% | -18.0% | −$230M | $395M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $1.5B | +36% | -15.6% | −$185M | $318M |
| Q1 2026 | 10-Q | Apr 30, 2026 | $1.4B | +39% | -20.4% | −$248M | $629M |
| Q4 2025 | 10-K | Feb 11, 2026 | $1.4B | +43% | -25.4% | −$318M | $607M |
| Q3 2025 | 10-Q | Oct 30, 2025 | $1.4B | +48% | -21.8% | −$258M | $546M |
| Q2 2025 | 10-Q | Jul 31, 2025 | $1.1B | +21% | -29.8% | −$280M | $199M |
| Q1 2025 | 10-Q | May 1, 2025 | $1.0B | +29% | -24.6% | −$216M | $444M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- AAPL — 29% of its revenue · Stated in 10-K (sentence) · source
- GOOGL — 15% of its revenue · Stated in 10-K (sentence) · source
Buys from
About Roblox
Roblox is an immersive gaming and creation platform (the “Roblox Platform” or “Platform”) that offers people millions of ways to be together, inviting its community to explore, create, and share endless unique experiences. Our vision is to reimagine the way people come together– in a world that’s safe, civil, and optimistic. To achieve this vision, we are building an innovative company that, together with the Roblox community, has the ability to strengthen our social fabric and support economic growth for people around the world. Our Platform consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud. Roblox Client is the application that allows users to seamlessly explore immersive experiences. Roblox Studio is the free toolset that allows creators to build, publish, and operate immersive experiences and other content accessed with the Roblox Client.
In its own words, from its 10-K, filed Feb 11, 2026.
Roblox against its Services-Prepackaged Software peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +16% against the peers' median +16%. Operating margin: -18.0% against the peers' median 15.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| RBLX Roblox | Q3 2026 | $1.6B | +16% | -18.0% |
| MSFT Microsoft | Q1 FY27 | $92.3B | +19% | 49.8% |
| ORCL Oracle | Q1 FY27 | $19.3B | +30% | 34.8% |
| CRM Salesforce | Q2 FY27 | $11.3B | +11% | 20.5% |
| ADBE Adobe | Q3 FY26 | $6.8B | +13% | 34.8% |
| XYZ Block | Q3 2026 | $6.7B | +10% | 6.4% |
| INTU Intuit | Q4 FY26 | $4.4B | +14% | 10.9% |
| NOW ServiceNow | Q3 2026 | $4.1B | +20% | 9.4% |
| SHOP Shopify | Q3 2026 | $3.7B | +32% | 15.2% |
Source: Roblox 10-Q on SEC EDGAR · CIK 1315098 · Services-Prepackaged Software
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More on RBLX
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results