Roblox shares fell ~20% after the company cut its FY2026 bookings outlook to $7.33‑$7.6 bn, below consensus.
Q1 bookings came in at $1.7 bn versus $1.74 bn estimate; revenue $1.4 bn rose 39% YoY but missed $1.42 bn consensus.
Daily active users fell to 132 million and hours engaged to 31 bn, both missing analyst forecasts of 143.8 m and 33.68 bn.
Cited age‑verification rollout and Dec 2025 Russia ban as headwinds, yet posted $596 m free cash flow (+40% YoY) and launched $4.99/month Roblox Plus.