Roblox Corporation (NYSE: RBLX) has announced its second-quarter 2025 financial results, revealing a significant shift in its user demographics. A notable highlight from the earnings report is that 64% of Roblox's daily active users (DAUs) are now older than 13, a statistic that challenges previous perceptions of the platform primarily catering to younger audiences. This development was highlighted in a tweet by Blake Robbins, who referred to it as a "pretty fun narrative violation from the Roblox earnings." Opportunities:
The company's strategic focus on expanding its platform beyond its traditional core user base appears to be yielding results. Daily active users in the 13-and-up age range experienced a substantial 54% year-over-year growth in Q2 2025, with engagement hours from this demographic soaring by 72%. This growth suggests that Roblox is successfully broadening its appeal and attracting a more mature audience, which typically possesses greater purchasing power.
Overall, Roblox reported robust financial performance for Q2 2025, with revenue reaching $1.1 billion, marking a 21% increase compared to the previous year. Bookings saw an even more impressive surge, climbing 51% to $1.4 billion. The total daily active users across the platform soared to 111.8 million, representing a 41% year-over-year increase, demonstrating strong user acquisition and retention.
Despite reporting a larger-than-expected loss per share of $0.41, Roblox's stock experienced a significant surge following the earnings release, indicating investor confidence in the company's growth trajectory and expanding user base. The shift towards an older demographic is also seen as beneficial for the platform's creator economy, as more mature users contribute to increased spending on virtual goods and experiences. Roblox's co-founder and CEO, Dave Baszucki, has previously stated the company's intent to expand its user base across all demographics and diversify the platform's use cases to include social communication, shopping, entertainment, and learning.