Roblox revenue rises as bookings and engagement fall

Roblox reported higher third-quarter revenue but lower bookings and year-over-year engagement, as the company highlighted artificial-intelligence creation tools and its efforts to attract users aged 18 and older. For the quarter ended September 30, 2026, revenue was about $1.6 billion, up roughly 16% from a year earlier. Bookings fell 12% to $1.7 billion. Roblox said bookings were more than 50% higher than two years earlier, when the comparison period had been weaker. The company’s shareholder letter reported 138 million daily active users, down 9% year over year, and 34 billion hours engaged, down 15%. Average bookings per daily active user declined 3% to $12.29, while average monthly unique payers fell 16% to 30.3 million. On its earnings call, management described daily active users as up 12% quarter over quarter and hours engaged as up 17%, reflecting a different comparison period. Roblox said more than 80 of its 100 most-played games, ranked by hours engaged, used AI tools during creation. It also reported that published games using AI grew more than 50% quarter over quarter. Its Build feature, an AI-powered creation tool, was in alpha in New Zealand, Singapore, Serbia...