02:05 PM EDT, 10/30/2025 (MT Newswires) -- Roblox ( RBLX ) raised its full-year bookings guidance, while the video game platform flagged potential margin pressures from increased investments in infrastructure and people.

For fiscal 2025, the company now expects bookings of $6.57 billion to $6.62 billion, representing growth of 50% to 51% year over year, up from its prior outlook of $5.87 billion to $5.97 billion. Analysts surveyed by FactSet are looking for $6.20 billion.

Roblox ( RBLX ) raised its full-year revenue guidance and now expects a smaller loss than the previous range. Capital expenditures are now seen at $468 million, including $325 million in the fourth quarter, compared with the previous 2025 guidance that called for $310 million in capex.

"We are envisioning more investments in (Developer Exchange), in infrastructure and people to support our goals around safety and genre expansion," Chief Financial Officer Naveen Chopra said during an earnings call, according to a FactSet transcript. "That's the reason you're not seeing year-over-year margin expansion in (the fourth quarter) based on our guidance."

"And it's the reason that we expect margins to decline slightly in 2026 given the combined impact of a full year of higher DevEx, limited cost to serve improvements around infrastructure and safety and higher growth rates in our comp and then expense lines," Chopra added.

Roblox's ( RBLX ) stock plunged 13% intraday Thursday, but its share price has doubled so far this year.

Roblox ( RBLX ) expects fourth-quarter bookings of $2 billion to $2.05 billion, compared with analysts' $1.84 billion estimate.

For the three months ended Sept. 30, revenue rose to $1.36 billion from $919 million a year earlier, but fell short of the $1.71 billion consensus. Bookings surged 70% to $1.92 billion, while analysts projected $1.72 billion.

Net loss was unchanged at $0.37 per share year over year, better than a $0.49 loss expected by the Street.

"Our third-quarter results demonstrate the tremendous progress we've made toward our goal of capturing 10% of the global gaming market," Chief Executive David Baszucki said in a letter to shareholders.

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