ROBLOX CORPORATION (RBLX)
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-09-04
$43.31+4.34%
Close 2026-09-04 · 1-day change
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-09-04
QuarterlyIQ Insights · RBLX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-09-04.
The screen ranks RBLX against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated weak grew net income 53% of the time over the next year (vs 52% for the rest of the cohort, n=1891).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Deliver annual revenue growth in the range of 20% to 25% for fiscal year 2026.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $1.035 billion in 2025-Q1 to $1.5 billion in 2026-Q2, representing year-over-year growth of 36% to 39% in recent quarters. Management's guidance expects full-year 2026 revenue growth of 20% to 25%, indicating delivery on this priority with strong topline growth.
“Revenue grew 36% year-over-year to $1.5 billion.”
“Revenue grew 39% year-over-year to $1.4 billion.”
“We now expect full-year revenue growth to be in the range of 20% to 25%.”
Grow free cash flow to a range between $1.1 billion and $1.3 billion for the full year 2026.
Stated as a priority in 3 of last 3 quarters. Free cash flow increased from $596 million in 2026-Q1 to $294 million in 2026-Q2, showing strong cash generation despite seasonal variation. Management expects full-year 2026 free cash flow between $1.1 billion and $1.3 billion, consistent with the stated priority and indicating progress toward this target.
Execute a share repurchase program authorized for up to $3 billion of Class A common stock.
Newly stated in 2026-Q2. Management announced a $3 billion share repurchase program in May 2026. No share repurchase amounts have been reported in the financials yet, so delivery is pending. This priority is recent and the trajectory is to be determined.
Grow the older (18+) user segment and increase novel game creation and content diversity.
Stated as a priority in 2 of last 3 quarters. The older user base (O18) grew to represent 27% of age-checked DAUs in 2026-Q2, up from 26% in 2026-Q1. Management has increased Developer Exchange rates and launched incubator programs to support novel game creation. The trajectory shows progress in expanding this user segment and content diversity.
“O18 users represented 27% of DAUs who have age checked; expanding novel game creation.”
Improve safety by increasing age-check penetration and implementing age-appropriate communication features.
Stated as a priority in 2 of last 3 quarters. Age-check penetration increased from 51% in 2026-Q1 to 57% in 2026-Q2 globally. Roblox Kids and Select accounts were launched to enhance age-appropriate content and communication. AI-powered moderation systems have been deployed to improve safety. The trajectory shows steady progress in platform safety enhancements.
“Age-check penetration at 57%; launched Roblox Kids and Select accounts; AI moderation active.”
Over the trailing year it converted -1.37x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, the US dollar, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated neutral grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=1072).
Not investment advice. As of 2026-09-04.
“Generated $294 million in free cash flow, up 66% year-over-year.”
“Generated $596 million in free cash flow, up 40% year-over-year.”
“Free cash flow between $1,146 million - $1,176 million expected for 2025.”
“O18 users represent 26% of DAUs who have age checked; increased DevEx rate for novel games.”
“51% of global DAUs have age-checked; AI-powered chat filtering system deployed.”