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Q2 202510-Q

Quarterly Report — Q2 2025

Filed July 31, 2025

AI Summary

Revenue grew ~29% year-over-year in Q2 2025, with the platform continuing to expand internationally — US/Canada still dominates but Asia-Pacific and Rest of World are gaining share. The company remains unprofitable on a GAAP basis, weighed down by heavy stock-based compensation across R&D and infrastructure, though its $1B+ cash and investment position provides a long runway. Notably, durable virtual items continue to drive the bulk of revenue recognition, signaling sticky user spending patterns even as the user base scales globally.

What is Quarterly Report?

Filed after each of the first three fiscal quarters with unaudited financial statements, management discussion, and any material changes to risk factors or legal proceedings.

Quarterly financial update — tracks business trajectory between annual reports.

Roblox Quarterly Report — Q2 2025 | AlphaPerch