Roblox
RBLX
Revenue grew 15.6% year over year to $1.57B in the quarter ending September 2026, an annual run rate of $6.29B. Roblox reports a 79.8% gross margin and 4.6-month CAC payback.
ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
x
Payback Period
4.6
EV / Run Rate
x
Price & Key Metrics
Price Performance
Company Details
Share Price: 42.88
Last Filing Date: 2026-09-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: --
IPO Year: 2021
% of 52 wk High: 40%
Description
Roblox is an online game platform and game creation system developed by Roblox Corporation that allows users to program games and play games created by other users.
Reporting Notes
Categories
Gaming
Consumer Internet
Marketplace
PLG
Consumer Social
Valuation
Market Cap: --
Enterprise Value: --
EV / Revenue Run Rate: --
EV / NTM Revenue: --
EV / 2026 Revenue Estimates: --
EV / 2027 Revenue Estimates: --
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 6,288
ARR: --
2026 Revenue Estimates: 7,475
2027 Revenue Estimates: 8,918
2028 Revenue Estimates: 9,790
LTM Revenue: 5,898
Last Year Run Rate: 5,438
Growth
Revenue Growth: 16%
ARR Growth: --
Growth Persistence: 33%
2026 Revenue Growth Estimates: 13%
2027 Revenue Growth Estimates: 19%
2028 Revenue Growth Estimates: 10%
Financials
Quarterly
Calendar Year
Frequently Asked Questions
How fast is Roblox growing?
Roblox grew revenue 15.6% year over year, reaching $1.57B in the quarter ending September 2026.
Is Roblox profitable?
For Roblox, operating income was -$283.0M last quarter and LTM free cash flow margin is 26.5%.
How long does it take Roblox to pay back CAC?
Roblox recovers customer acquisition cost in about 4.6 months.
What sector is Roblox in?
Public Comps classifies Roblox under Gaming, Consumer Internet, Marketplace, PLG, and Consumer Social.
Where does Public Comps get Roblox's data?
Figures come from Roblox's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.