Roblox user data suggests bookings above guidance range

Investing.com -- Roblox Corp (NYSE: RBLX) user activity data for week 33 indicates the company may exceed its third-quarter bookings guidance, according to analysis from RoMonitor tracking data via a Citi note.

Average peak concurrent users reached 17.1 million during the week of August 10 to August 16, down 17% from the same period last year but up 6% from the previous week.

The company provided third-quarter 2026 bookings guidance of $1.57 billion to $1.65 billion. Based on the concurrent user trends and assuming bookings per payer of $51, down from $58 in the second quarter of 2026, the quarter-to-date data points to potential bookings of $1.68 billion. This figure sits above the high end of the company's guidance range and exceeds the Visible Alpha consensus estimate of $1.61 billion.

The year-over-year decline in concurrent users comes against difficult comparison periods from the prior year.

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