Consumer Technology
Roblox
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.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 82% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Roblox Corp FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- StockTitan / Roblox Q1 2026 SEC 8-K filing — Roblox Q1 2026 revenue up 39% to $1.4B as AI moderation system RM3 blocks 5,000 violations daily78% source confidence
- Insider Monkey (Roblox Q1 2026 earnings coverage) — Roblox Q1 2026 DAUs grow 35% to 132 million as bookings hit record $1.73B74% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Roblox depends on below, and who depends on Roblox above — click any node to make it the new center, 5 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.