Roblox (RBLX): FY25 Q4 earnings call, Feb 5, 2026
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.
UpdatedMarkets
10 words · 8 settled yes · our count agreed on 10 of 10- Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Age | Yes | 29 | 29 | ✓ | 88%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 23 | 23 | ✓ | 94%transcripts from the transcript model | – |
| Safety | Yes | 11 | 11 | ✓ | 94%transcripts from the transcript model | – |
| Creator | Yes | 8 | 8 | ✓ | 96%transcripts from the transcript model | – |
| Viral | Yes | 7 | 7 | ✓ | 76%transcripts from the transcript model | – |
| Translate / Translation | Yes | 3 | 3 | ✓ | 55%transcripts from the transcript model | – |
| Language | Yes | 3 | 3 | ✓ | 45%transcripts from the transcript model | – |
| Friction | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Daily Active User | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – |
| Roblox Cube | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Creator”; 5 quoted, at least 25 words apart.
…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…
…in competitive gaming, and we have rolled out custom matchmaking, which our creators can use to optimize either latency, age, or social connection. In the…
…to note we have done this all relatively by sharing with our creators the factors we use for discovery. Of course, critically, in safety, we…
…in 2025 in combination with fixed cost discipline to reinvest in our creators and our infrastructure all really with an eye to fueling continued growth…
…on top of a spectacular 2025. We are making investments in our creators, in our infrastructure, in our safety, all of which sets us up…
Where the listed words were said
…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…
…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…
…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…
…in user engagement as well as long-term gain in platform health and creator health. And any efforts to optimize discovery in the short term may…
…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.…
…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…
…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…
…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