Roblox's Age Verification Isn't Hurting Monetization, Engagement -- Market Talk

Dow Jones01-21

1104 ET - Roblox's age-check process hasn't materially affected monetization or player time, Oppenheimer analysts say in a research note, citing their analysis of the top Roblox games by revenue and engagement. Revenue declines in the high-single-digit percent range after age verification appear milder than typical New Year seasonality, the analysts say. And while engagement has fallen about 20% sequentially, they note that year-ago comparisons indicate larger seasonal declines of up to 44%, suggesting neutral to better-than-seasonal performance. "Despite encouraging signals, we believe more data is needed," the analysts write, noting their sample size was small and that the age-check rollout only began about two weeks ago. (connor.hart@wsj.com)

(END) Dow Jones Newswires

January 20, 2026 11:05 ET (16:05 GMT)

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