Roblox reported third-quarter bookings above the high end of its guidance, driven by retention at its highest level since 2021 and rising engagement. The platform had 138 million daily active users, up 12% sequentially, and nearly 34 billion engagement hours, up 17%. In the U.S., daily active users aged 18 and older grew 18% year over year, and adult users monetize at least 50% more than users under 18. Over 80% of the top 100 games by hours used AI in creation, and Roblox plans a broader U.S. rollout of its Build tool in December. However, the company expects fourth-quarter bookings to decline 10%–15% year over year as infrastructure and marketing spending rise.
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