Overview
- Roblox shares fell roughly 18% to 25% Friday after the company cut its full‑year bookings forecast to $7.33 billion to $7.6 billion from $8.28 billion to $8.55 billion.
- The company reported a strong first quarter with revenue around $1.4 billion and bookings about $1.7 billion, yet daily active users were 132 million, down sequentially from 144 million at the end of 2025.
- Management said new safety steps such as age‑based accounts, age checks and tighter content monitoring have limited chat for non‑verified users and slowed new user acquisition, with 51% of global DAUs and 65% in the U.S. now age‑checked.
- Roblox plans to fully roll out age‑based accounts in June and will raise U.S. developer cash‑out rates for spending by verified 18+ players, changes that could shift more experiences toward older users and boost creator earnings.
- The safety drive follows probes, lawsuits and state settlements reported in recent weeks, and analysts also point to tougher competition from Fortnite’s mobile return and the expected Grand Theft Auto VI launch as added pressure on growth.