Roblox reports 16% revenue growth in Q3 2026 as AI-built games enter top charts

Roblox beat its Q3 2026 guidance for revenue, bookings and cash flow. More than 80% of its top 100 games used AI to accelerate creation in October. A game built almost entirely with AI reached the top 10 by concurrent players. Global DAUs fell 9% YoY to 138 million, missing estimates. "AI is fundamentally reshaping the gaming industry, driving a step function change in the pace at which content can be created." - David Baszucki, CEO, Roblox

Time spent in Build, Studio Assistant and MCP tripled among top creators since Q2.
Daily use of the Roblox MCP Server rose nearly five-fold over the same period.
Roblox is opening MCP access to every major Roblox Studio API.
AI agents will soon perform any Studio action a creator can do manually.
Build's prompt-to-game tool reached 500,000 users.
Those users published over 70,000 games.
Build is live in a handful of markets and expands by year-end.
Daily asset uploads to Roblox's cloud tripled month-over-month in October.
Roblox reports less duplication and more complex assets among those uploads.
"When anyone can create a game, what matters most is scaled distribution, effective discovery, a robust economy, industry-leading safety and infrastructure to support it all." - David Baszucki, CEO, Roblox
Roblox positions discovery built on 20+ years of play data as its defensible layer.

Global DAUs fell 9% YoY to 138 million amid new age-gating rules.
Analysts had expected 145 million DAUs.
Hours engaged reached 34 billion, beating estimates.
Hours engaged still fell 15% YoY.
Roblox attributes the decline to a strong prior-year comparison.
Age checks now cover 64% of global DAUs.
Coverage exceeds 80% among 13-to-17-year-olds.
Roblox says over-18 users monetize more than 50% above under-18 users.
"What we have observed since we started rolling out age-gating of communications features in January is less communication engagement on the platform." - Naveen Chopra, CFO, Roblox

More than 70% of the top 100 games by Robux spend ran sponsored ads.
Over 20% of rewarded-video games earned above 10% of revenue from ads.
Bookings per hour played rose about 4% YoY globally.
Overall bookings fell over the same period.
Average bookings per monthly unique payer rose 5% YoY.
Payer count fell 16% YoY.

Roblox confirmed an AI agent scraped 145.5 GB of 3D assets from Open3DLab.
The scraped material included adult content.
A Roblox spokesperson called the scrape a mistake.
Roblox says the content will not be used for AI training.
The incident sits against Roblox's pitch of industry-leading safety as a platform moat.

For Publishers & Developers: Shift new Roblox greenlights toward age-verified adult audiences with ad-supported economies built in.
For Investors & VC: Add discovery-ranking dependence and IP defensibility to diligence on Roblox-native studios.
For Service Vendors: Pitch AI asset-provenance and licensing audits to Roblox studios running agent-driven pipelines.