Roblox (RBLX) stock fell 18.1% on Friday, October 30, 2026, while the S&P 500 lost 1.8%. In the third quarter, Roblox had 138 million daily active users, down 9% from a year earlier, and hours spent fell 15% to 34 billion; news reports tied the drop to tougher child-safety measures. Revenue of $1.57 billion missed the $1.63 billion analysts expected, while the net loss narrowed to $227 million from $256 million. Management expects holiday-quarter bookings to fall 10% to 15% from a year earlier, partly due to the release of a new GTA game, which one news report identified as GTA VI. Peers such as Microsoft, Take-Two Interactive, Unity Software, Meta Platforms and Snap fell between 1.5% and 6.0% that day.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related news
- Roblox Q3 Earnings Call Highlights
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.
- Take-Two Interactive Slides 5% as Wells Fargo Trims Estimates Behind $300 Target; Roblox Holds Flat, GameStop Barely Budges
Take-Two Interactive (TTWO) fell 5% to $197.72 and is down 23% year to date after Wells Fargo trimmed near-term bookings and adjusted EBITDA estimates on weaker assumptions for its basketball franchise and mobile business. Wells Fargo kept its Overweight rating and $300 price target because its Grand Theft Auto VI unit assumption sits well above what Take-Two's current fiscal-year guidance implies. The firm expects third-quarter fiscal 2027 guidance to come in below consensus. Roblox was flat at $49.60 and GameStop fell 0.5% to $27.11, while the broader S&P 500 ETF was down 0.1%, suggesting the decline is largely company-specific.
- Unity Software Finds an Ad Machine Hiding Inside Video Games
Unity Software stock surged after the video game development platform forecast robust business growth. The article's information is limited to the stock's reaction and this forecast.
- VNG posts first profit exceeding 1,000 billion VND
VNG's third-quarter revenue reached over 3,360 billion VND, up 22% year on year, and after-tax profit of 420 billion VND extended its run to three consecutive profitable quarters. For the first nine months, revenue totaled over 9,230 billion VND and after-tax profit reached 1,012 billion VND, the first time the company has crossed the 1,000 billion VND mark since listing at the end of 2022. Online games remained the main driver at about 66% of revenue, while fintech service Zalopay's revenue nearly doubled to 750 billion VND. As of end-September, total assets were nearly 13,000 billion VND and liabilities nearly 11,700 billion VND, and the company expects AI products and services to account for at least 20% of revenue by 2030. VNZ shares closed the last session of October at 533,000 VND, giving a market capitalization of over 16,000 billion VND.
- How Would You Fix Take-Two?
Take-Two Interactive (TTWO) grew revenue 15.3% over the four quarters to June 2026 but still posted an operating loss of 2.4 cents per dollar of revenue, while the median of Microsoft, Roblox, Amazon.com and NVIDIA kept 29.5 cents. The article puts the gap at about $2.13 billion a year on $6.69 billion of revenue, and says the 21.4% operating margin for the four quarters to June 2021 offers a closer goal. NBA 2K and Grand Theft Auto spending rose 7% and 3%, while mobile spending fell 7%, and Grand Theft Auto VI is due November 19. Debt stood at $2.95 billion in June 2026, with no dividend or buybacks, and the stock trades at 5.6 times sales versus 3.2 times for the S&P 500.
- What's Wrong With Roblox Stock?
Roblox (RBLX) stock is down 36% in 2026 as of October 20, even though revenue and free cash flow continue to grow, as engagement and bookings have slowed. Q2 revenue rose 36% year over year to about $1.5 billion, but bookings grew just 8% to roughly $1.6 billion, at the low end of management's guidance. Daily active users rose 10% to 123 million while hours spent rose only 5%, partly because Roblox added age checks before in-game chat and favored games that keep players longer. The company says these changes aim to build a stronger foundation for long-term growth, the new AI creation tool Build is expected to support engagement, and Q2 free cash flow jumped 66% to $294 million. Third-quarter results on October 29 are the next checkpoint, as management expects bookings to decline from a year ago.
Related markets
Latest news
- This Canadian tech stock is getting crushed as AI sell-off spreads across the mark
Canada's tech sector is splitting as a global retreat from AI trades hits chip and hardware-linked stocks, while software and telecom names prove more resilient. The SOX semiconductor index fell as much as 11% in a session, its worst day since March 2020, and more than $2 trillion left the Nasdaq 100 in October. Celestica is the main risk: a screener snapshot showed it down about 39.5% over one month and 54.9% below its 52-week high. Software names CSU and DSG traded at about 55x and 44x trailing earnings, while BCE and Telus rose as investors rotated toward steadier cash flows. The article says NVIDIA's Nov 17 report is the likeliest swing factor for Celestica and AI DRCs.
- Why Lumen Technologies Sank Today
Lumen Technologies shares fell 12.9% on Thursday despite a bottom-line beat in Q3 results. Revenue declined 12% to $2.72 billion, missing estimates, while strategic revenue grew 10% and rose to 55% of the revenue base. The article attributes the broader selloff in AI-linked names, including networking and fiber, to fears that comments from some newly elected Democratic politicians against data centers and AI could slow the build-out. Gross debt of $13.2 billion and net debt of $11.3 billion remain about 3.5 times this year's adjusted EBITDA guidance. The author views Lumen as a value turnaround rather than a growth story.
- Is AMD Stock a Buy as AI Revenue Soars?
AMD reported strong Q3 results, with data center revenue up 97% to $8.5 billion on demand for Epyc CPUs and MI450 GPUs. Total revenue rose 45% to $13.38 billion, and adjusted EPS climbed 74% to $2.09, above the $1.95 consensus. Q4 revenue is guided at $17 billion, plus or minus 3%, above the $16.2 billion analyst consensus, and 2027 revenue is projected to rise 80%. Free cash flow fell to $554 million from $1.5 billion a year earlier, while total debt more than doubled to $7.1 billion. The author rates AMD's growth prospects highly, citing a forward P/E of 31 times 2027 estimates and a PEG ratio of 0.3.
- Berkshire Hathaway Reports Nov. 7 With Its Stock at a Record. Its Cash Pile Is the Number to Watch.
Berkshire Hathaway will release its third-quarter report on Saturday, Nov. 7, with Class B shares closing at a record $579.09 on Nov. 4. The author focuses on the cash and Treasury bill pile, which fell from $380.2 billion at the end of March to $364.7 billion at the end of June, about 29% of market value. In the second quarter, Berkshire bought almost $20 billion more stock than it sold, ending a 14-quarter run of net selling, with a $10 billion Alphabet placement making up much of that. Disclosed third-quarter moves include the roughly $6.8 billion Taylor Morrison purchase and over $3.3 billion of share buybacks in July. The author says net stock buying in the cash flow statement is a better sign than the cash balance, and a second straight quarter of net purchases would matter more than any earnings figure.
- Reddit Sinks 8% as Social Ad Worries Deepen in Tech Rout
Reddit (RDDT) shares fell 8% amid a broad tech selloff, after Snap reported only 4% ad revenue growth in the third quarter. The article argues Snap's slowdown is largely its own issue, since Meta's third-quarter revenue rose 26% to $64.6 billion. The bigger risk for Reddit is lost search traffic from Google's AI answers, which contributed to fourth-quarter revenue guidance of $1.00 billion to $1.03 billion, below expectations. Reddit's third-quarter revenue still rose 53% to $895 million, though analysts trimmed their 2027 revenue estimate to $4.34 billion from $4.47 billion. The article names the data-licensing renewal with Google, due in early 2027, as the next key test.
- Amazon-Uber Eats Deal Sends DASH Stock To Biggest Drop In A Year
DoorDash (DASH) shares fell 10% on Thursday after Amazon and Uber Technologies (UBER) announced a partnership giving Prime members free delivery on Uber Eats restaurant orders of $25 or more placed through Amazon's website or app, across the U.S. The deal replaces Amazon's previous Grubhub partnership, and Amazon estimates frequent users could save more than $175 a year, though service fees still apply. The article argues the arrangement gives Uber Eats immediate access to Amazon's large Prime base, raising competition for DoorDash, which holds a dominant share of U.S. restaurant delivery spending. Less than two weeks earlier, DoorDash agreed to acquire Instacart (CART) for roughly $17 billion, or $65 per share, with closing expected in late 2027 or early 2028. DASH stock is down 22% year to date.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.