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Roblox Shares Drop 18% After Cutting 2026 Bookings Outlook

5/2/2026

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Summary

Roblox Cuts Bookings

Roblox shares fell 18% on May 1 2026 after the company cut its 2026 bookings outlook.
The firm now projects full-year bookings of $7.33 billion-$7.6 billion, down from $8.28 billion-$8.55 billion.
Roblox said its age-check for non-verified users slowed acquisition and may reduce engagement and app-store ratings.
Second-quarter bookings are forecast at $1.55 billion-$1.61 billion, below analysts’ $1.83 billion estimate.

Summary

Roblox Enforces Verification

Roblox will require age verification for every Indonesian user and will disable chat for those who fail, to meet Regulation No. 17/2025 (PP Tunas).
Roblox will add three age-based content tiers for under-13, 13-16, and over-16 players.
Parents will receive screen-time tools to set daily limits on Roblox usage.
Communications Minister Meutya Hafid announced the measures on March 27, 2026, saying Indonesia now has eight major platforms complying with PP Tunas.

History

Historical Context

Since the 1998 Children’s Online Privacy Protection Act forced age verification for U.S. services, the FTC has enforced fines and states such as Florida adopted their own data-rights bills in 2023. By 2025, nineteen states had comprehensive privacy laws, prompting Indonesia’s 2025 Regulation No. 17—announced by Communications Minister Meutya Hafid—to impose similar tiered checks on Roblox in 2026.

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Roblox Cuts Bookings

Roblox shares fell 18% on May 1 2026 after the company cut its 2026 bookings outlook.
The firm now projects full-year bookings of $7.33 billion-$7.6 billion, down from $8.28 billion-$8.55 billion.
Roblox said its age-check for non-verified users slowed acquisition and may reduce engagement and app-store ratings.
Second-quarter bookings are forecast at $1.55 billion-$1.61 billion, below analysts’ $1.83 billion estimate.

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