Executive Summary
Generated July 30, 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
$35.44B
Revenue (TTM)
$5.30B
Price
USD49.5 (-5.71%)
Market data as of Jul 29, 2026, 11:25 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.
Strategic Connections
- Amazon Web Services: Roblox relies on Amazon Web Services for cloud infrastructure supporting its platform's compute, storage, and AI-driven content moderation systems.
- 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
3 sources, 82% average source confidence — full citations in the Full Analyst Report.
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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