Roblox Corporation
Shortcut
-0.33Normalized diluted EPS
+16.6% vs Street
Street
-0.39Normalized diluted EPS
October 25 consensus snapshot
Real
-0.25Provider normalized diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Revenue field is on the frozen consensus basis, which for RBLX equals bookings (2Q26 consensus actual 1,557.0 = reported bookings; GAAP revenue was 1,469). Bookings 3Q26E 1,664.3 = 134m DAUs x $12.42 ABPDAU, above the 1,576-1,653 guide on Steal an Egg engagement (Citi/RoMonitor ~1.67-1.68bn, Wedbush 1.65-1.70bn, JPM ~-10% Y/Y); GAAP revenue 1,499.3 vs 1,413-1,490 guide.
Guidance (Jul-30-2026) implies consolidated net loss of $(307)-(348)m excluding loss contingencies, i.e. about -$0.455/share at midpoint; consensus normalized -0.39 already sits above the top of the range.
Roblox beat its net-loss guidance midpoint (ex-legal) by +$124m, +$42m, +$129m and +$99m in the last four quarters (2Q25 in line); costs ran $45-87m below guidance-implied levels and revenue beat the guided top three quarters running. Model applies a ~$65m cost under-run and modest interest-income beat, while lifting infrastructure +11% Q/Q for guided AI spend and DevEx to 23.5% of bookings.
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026; quarter ended 2026-09-30)
- Reporting basis
- Roblox normalized diluted EPS excluding legal settlements, USD per common share
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 5:16 PM PDT
- Reviewed revision completed
- Oct 26, 2026 at 5:16 PM PDT
- First published
- Oct 26, 2026 at 5:54 PM PDT
Result basis
Provider normalized actual revised from -0.32 to -0.25 in both literal current Normalized EPS panel and Previous reports table, independently reloaded and verified with all six frozen historical normalized actuals matching. Issuer GAAP basic/diluted -0.32 remains separate. Original forecast excluded 20m legal expense and stays fixed. No item-level EPS legal/tax bridge is available. The updated provider also displays revenue 1.70bn instead of earlier 1.57bn; this is preserved as an observation, not used to reconstruct EPS. FrozenStreet -0.39 is unchanged despite currentproviderestimate -0.38. Prior -0.32 evidence and result remain archived unchanged.