Roblox lowers annual forecast amid safety changes
The company reduced its 2026 bookings outlook to between 7.33 billion and 7.6 billion dollars. New safety features have slowed communication and user growth.
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ROBLOX CORP -CLASS A cut its 2026 bookings forecast by $950M on late Thursday afternoon. The revision follows new safety features designed to limit interactions between younger and older users on the platform. Investors are weighing whether safety-driven engagement declines will permanently erode the platform's long-term growth and app store rankings.
Roblox expects fiscal 2026 bookings between $7.33B and $7.6B, down from its earlier projection of $8.28B to $8.55B. Second-quarter bookings are forecast at $1.55B to $1.61B, falling below LSEG estimates of $1.83B.
