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.

11 matches for “Safety”; 5 quoted, at least 25 words apart.

David Baszuckicompanyprepared

…end of underpinnings of our platform that drives genre expansion. We took safety a step further in just the last two months, rolling out facial…

David Baszuckicompanyprepared

…to tooling, to our clients on many devices to discovery economy and safety. As opposed to what typically and often happens in the gaming industry…

David Baszuckicompanyprepared

…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 Baszuckicompanyprepared

…moments. In addition to this AI future, AI is really driving creation, safety, discovery, translation, in addition to these potential areas of user growth on…

David Baszuckicompanyprepared

…tracking client-side model that we use for avatar facial animation. Our voice safety model has been open-sourced and is open-sourced with part of the Roosk…

Where the listed words were said

David Baszuckicompany“Age” · prepared

…footprint to our older audiences. You will note now that we are age-checking all users who participate in communication on our platform, we have been…

David Baszuckicompany“AI / Artificial Intelligence” · prepared

…and grow a garden, and we are sharing more and more the AI tech we are building on top of our enormous data to continue…

David Baszuckicompany“Safety” · prepared

…our creators the factors we use for discovery. Of course, critically, in safety, we have been using AI not just for our voice model, but…

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“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