Two lines on the earnings call, none in the shareholder letter. Roblox expects GTA 6 to cost it a little, and says it can't yet tell how much.
The short version
Roblox has built a modest GTA 6 headwind into its forecast for the last quarter of 2026, CFO Naveen Chopra said on the 29 October earnings call, while admitting Roblox has limited data to size it. Roblox expects Q4 bookings to fall 10% to 15% year on year. Its shareholder letter does not mention GTA, and Roblox did not link GTA 6 to its 9% fall in daily users.
Quick answer
Does Roblox expect GTA 6 to hurt its business?
A little. Roblox has built a "modest headwind" from GTA 6 into its forecast for the last three months of 2026, CFO Naveen Chopra said on 29 October. He admitted Roblox has "limited data" to size it. Roblox expects bookings in that quarter to fall 10% to 15% year on year.
Roblox has one GTA 6 line in its holiday forecast, and it is close to a guess.
What did Roblox say about GTA 6?
Chopra said it in his prepared remarks on the third quarter earnings call.
“Our bookings guidance does build in a modest headwind from the release of GTA in the quarter, though candidly, we have limited data from which to size any potential impact.”
Bookings count what players spend on Roblox in a quarter, before most of it is spread into revenue. The Q3 shareholder letter does not mention GTA at all. Its forecast assumes the usual seasonal fall in daily users.
Why does Roblox expect only a small hit?
GTA 6 is on consoles only, and Chopra said it has "a pretty different demo", meaning audience, from Roblox. He added there was "not a lot of data or analogous releases" to go on.
“It is a console-only release. We do not really know what to expect, but we have tried to be prudent and, as I said, build in a little bit of headwind there.”
GTA 6 comes out on 19 November on PS5 and Xbox Series X and S, with record purchase intent in Circana's survey. Chief executive David Baszucki added that games like GTA "do create cultural moments", and "people do lean into cultural moments on Roblox".
What numbers did Roblox report?
| Measure | Figure |
|---|---|
| Q3 daily active users | 138 million, down 9% year on year |
| Q3 bookings | $1.7bn, down 12%, above Roblox's own guidance |
| Q3 revenue | $1.6bn, up 16% |
| Q4 bookings forecast | Down 10% to 15% year on year |
Roblox put the fall in users down to lapping its fast growth in 2025.
Did Roblox shares fall because of GTA 6?
Roblox didn't say so, and neither did Investing.com. It put the after hours drop at about 9% in one report, citing daily users and guidance. A second report had shares as much as 16.98% lower after hours, at $43.55.
This is a forecast assumption and not a warning about engagement. Chopra said Roblox has limited data to size the hit.
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Frequently asked questions
What did Roblox say about GTA 6?
CFO Naveen Chopra said on the 29 October earnings call that Roblox's bookings guidance builds in "a modest headwind from the release of GTA in the quarter", and that Roblox has "limited data" to size it.
Did Roblox blame GTA 6 for falling users?
No. Roblox said Q3 daily active users fell 9% year on year as it lapped strong growth in 2025. GTA 6 only came up as a small assumed headwind in its forecast for the fourth quarter.
Does the Roblox shareholder letter mention GTA 6?
No. The Q3 2026 shareholder letter does not mention GTA. Chopra's comments came on the earnings call, once in his prepared remarks and once in answer to an analyst.
How much did Roblox shares fall after the results?
Investing.com reported a drop of about 9% in after hours trading on 29 October, and a second Investing.com report put the after hours fall at 16.98%, to $43.55. Neither report blamed GTA 6.
Sources
- Roblox Q3 2026 earnings call transcript (29 Oct 2026, via Stock Analysis)
- Roblox Q3 2026 shareholder letter (PDF, 29 Oct 2026)
- Investing.com: Roblox shares fall as user growth and guidance miss expectations (29 Oct 2026)
- Investing.com: Roblox Q3 2026 earnings call transcript and market reaction (29 Oct 2026)
- Circana: Nearly 1 in 3 U.S. console and PC gamers plan to buy Grand Theft Auto VI, setting a new industry record (Mat Piscatella, 28 Oct 2026)
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