Roblox (RBLX): FY25 Q4 earnings call, Feb 5, 2026

Thu, Feb 5Earnings callSpeaker-labelled transcriptRoblox

On its Feb 5, 2026 earnings call (FY25 Q4), Roblox said 8 of the 10 words Polymarket listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 8 settled yes · our count agreed on 10 of 10

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Age Yes2929✓88%transcripts from the transcript model–
AI / Artificial Intelligence Yes2323✓94%transcripts from the transcript model–
Safety Yes1111✓94%transcripts from the transcript model–
Creator Yes88✓96%transcripts from the transcript model–
Viral Yes77✓76%transcripts from the transcript model–
Translate / Translation Yes33✓55%transcripts from the transcript model–
Language Yes33✓45%transcripts from the transcript model–
Friction Yes11✓51%transcripts from the transcript model–
Daily Active User No00✓65%transcripts from the transcript model–
Roblox Cube No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

David Baszuckicompany“Age” · prepared

…a step further in just the last two months, rolling out facial age estimation across our platform, and we are unique in large platforms with…

David Baszuckicompany“AI / Artificial Intelligence” · prepared

…different engine, different social communication. We have an enormous amount of high-fidelity AI training data. That we will share more with you, and you can…

David Baszuckicompany“Safety” · prepared

…in the cloud. Finally, we will talk more about our advances in safety that are built in. A couple of highlights on critical innovations we…

David Baszuckicompany“Creator” · prepared

…in DevEx reflects our 8.5% increase rate in September, and for 2025, creators earned over $1.5 billion for the first time. If we take a…

David Baszuckicompany“Viral” · prepared

…bookings, where we grew by 55% year-on-year. We saw the emergence of viral hits that broke concurrency records at a platform peak in August 2025.…

David Baszuckicompany“Translate / Translation” · prepared

…And that includes running on every language or most languages with auto translation as well. Our stack from top to bottom is multiplayer. And we…

David Baszuckicompany“Language” · prepared

…text and voice translations are supporting publish once. And chat in multiple languages. And, of course, we highlighted our internal world model team and our…

David Baszuckicompany“Friction” · qa

…internal teams an ambitious goal of rolling this out eventually with no friction. And I would say by doing this, we've found so many other…

Agents: this page as TSV at /api/v1/appearances/roblox:2026-02-05:earnings_call · words: /api/v1/brief?appearance=roblox:2026-02-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP