What is Roblox's deferred revenue?

Roblox (RBLX) reported deferred revenue of $4.43B in Q1 2026.

How has Roblox's deferred revenue changed year-over-year?

Roblox's deferred revenue increased by 40.8% year-over-year, from $3.14B to $4.43B.

What is the long-term trend for Roblox's deferred revenue?

Over 5 years (2020 to 2025), Roblox's deferred revenue has grown at a 31.3% compound annual growth rate (CAGR), from $1.07B to $4.17B.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Roblox RBLX Deferred Revenue

Deferred Revenue at other companies

MicrosoftMSFT

$72.97B+13.0%

Unity SoftwareU

$229.51M+21.8%

Other financials

Income statement

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Revenue$1.4B+39.3%

Gross profit$1.1B+41.7%

Operating income-$294.0M-15.3%

Net income-$246.0M-14.4%

EPS (diluted)-$0.35-9.4%

Balance sheet

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Cash & equivalents$1.2B+2.5%

Total debt$1.8B-1.0%

Total equity$432.0M+39.0%

Total assets$9.8B+31.9%

Cash flow

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Operating cash flow$629.0M+41.7%

CapEx$33.0M+94.1%

Free cash flow$596.0M+39.6%

Valuation

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Market cap$35.44B-57.6%

Enterprise value$36.04B-57.3%

P/S6.7×-14.1×

Profitability

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Gross margin78.5%+0.5pp

Operating margin-24%-2.1pp

Net margin-20.7%-1.8pp

FCF margin28.8%+5.9pp

Returns & leverage

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Return on equity-295.1%-77.9pp

Debt / equity4.1×-1.7×

Current ratio0.9×-0.1×

Where this comes from

Reported directly by Roblox in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Roblox’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Roblox's deferred revenue?: Roblox (RBLX) reported deferred revenue of $4.43B in Q1 2026.
How has Roblox's deferred revenue changed year-over-year?: Roblox's deferred revenue increased by 40.8% year-over-year, from $3.14B to $4.43B.
What is the long-term trend for Roblox's deferred revenue?: Over 5 years (2020 to 2025), Roblox's deferred revenue has grown at a 31.3% compound annual growth rate (CAGR), from $1.07B to $4.17B.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.