Earnings Edge

Earnings Edge

Recaps

Only One (Minor) Weak Spot: Roblox Consensus Earnings Recap

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Consensus Media
Oct 30, 2025
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Roblox appears to have met a VERY high bar this morning (although we caution that last quarter’s similar setup and results led to a slow bleed lower all day and the rest of the week). Here are Actuals vs. Consensus, noting that we display ADJUSTED adjusted EBITDA to account for the deferred revenue charges:

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