Roblox shares fall as it beats billings guidance but growth stalls

Roblox just posted a set of Q3 financials that the markets didn’t really like – shares are down 19% in after hours trading. That’s despite the UGC platform beating guidance on billings, revenue and cash flow. The problem is that Roblox hasn’t been able to maintain the explosive growth in 2025, powered by Steal A Brainrot and Grow A Garden. It has also invested in player safety and moderation tools that have damaged engagement. It has also rceently tilted its recommendation algorithms to highlight games with better long-term retention over short term revenue generators.