Strategic Intelligence Report
Generated July 29, 2026
Consumer Technology
Roblox
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Mateo, California, USA
Website
Employees
3,065 (as of Dec 31, 2025, 10-K)
Founded
2004
Listing
RBLX · NYSE
Market Cap
$34.67B
Revenue (TTM)
$5.30B
Price
USD48.42 (-9.07%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A user-generated content gaming platform relying heavily on AI for real-time content moderation and safety at massive scale, alongside AI-assisted content creation tools for its developer community. Roblox reported Q1 2026 revenue of $1.4 billion (up 39% year-over-year) with a record $1.731 billion in bookings (up 43%) and daily active users up 35% to 132 million, though management lowered full-year 2026 revenue guidance to $5.865-6.135 billion amid safety-driven headwinds following the rollout of its real-time multimodal moderation system RM3.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- Amazon Web Services: Roblox relies on Amazon Web Services for cloud infrastructure supporting its platform's compute, storage, and AI-driven content moderation systems.
Enablement
- Tencent: Roblox operates a joint venture in China, Roblox China Holding Corp, with a Tencent affiliate (Songhua) holding a 49% stake since 2019, to localize and operate Roblox in the Chinese market.
Strategic Risks
- Faces ongoing regulatory and public scrutiny over child safety, moderation effectiveness, and content risks
Future Outlook
- Continued investment in AI safety moderation alongside AI-assisted content creation tools for developers
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Roblox Corp FY2025 Annual Report (Form 10-K), filed with the SEC
- StockTitan / Roblox Q1 2026 SEC 8-K filing (May 2026) — Roblox Q1 2026 revenue up 39% to $1.4B as AI moderation system RM3 blocks 5,000 violations daily
- Insider Monkey (Roblox Q1 2026 earnings coverage) (May 2026) — Roblox Q1 2026 DAUs grow 35% to 132 million as bookings hit record $1.73B
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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