Bloomberg Talks · Oct 30, 2026 · 5 min
With David Baszucki, Co-Founder and CEO of Roblox
Photo via forbes.com
Roblox came off a $1.7 billion quarter that beat the high end of its own guidance. David Baszucki, co-founder and CEO of Roblox, told Ed Ludlow on Bloomberg Tech, in an interview carried on the Bloomberg Talks podcast, that the results came even as the stock sold off over child-safety rules.
Investors have focused on those rules. David pointed instead to the games being made on the platform, a growing share of them built mostly by AI.
"We are in the midst of an AI-fueled content acceleration..." — David Baszucki
David co-founded Roblox and runs it. He used the interview to set out where growth is coming from, why he does not think a few hit games dominate the platform, and how Roblox handles weekend traffic on its own hardware.
The full segment is covered here so you can skip it.
Here are the 5 takeaways that matter.
Key Takeaways
Roblox posted a $1.7B quarter that beat the high end of guidance, despite a selloff over child-safety rules
India is up 37% year on year, and the over-18 market is about four times the under-18 market
Games made mostly by AI have reached the top 20, Steal An Egg and Hustle Valley among them
Hit games do not account for half of concurrent users, David says
40% of the weekly top 100 games were created in the last three months
Roblox runs its own CPUs and GPUs and uses the cloud for weekend spikes
1. A $1.7B Quarter
David answered the child-safety selloff with the quarter's numbers. He said "we came off a $1.7 billion quarter and beat the high end of our guidance," with growth among users aged 18 and up and outside the US.
Roblox beat the top of its own guidance in a quarter its shares sold off
Guidance is the range Roblox gave investors for the quarter, and $1.7 billion came in above the top of it. The shares had sold off over child-safety rules all the same.
