Bookings
Ongoing coverage on Bookings.
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Roblox shares fall 70% following lower-than-expected monetisation during Q2
Roblox shares experienced a significant 70% decline following the company's Q2 earnings report, which revealed that monetization fell 2% below guidance, impacting overall bookings. This shortfall is attributed to a shift in engagement from high-monetizing games to experiences with lower hourly monetization, compounded by changes in their recommendation algorithm that prioritizes long-term retention. The company forecasts a year-over-year decline in Q3 bookings and anticipates continued monetization weakness despite investments in AI and other areas.
Ubisoft’s latest fiscal report records a major drop in revenue but increased bookings in older multiplayer titles
Ubisoft's fiscal year report ending March 31, 2026, shows a 21% drop in revenue to €1.4B ($1.6B) year-on-year, with the fourth quarter seeing a 47% decline. Despite this, older titles like Rainbow Six Siege and The Division 2 saw increased player engagement and bookings, alongside continued strong performance from Assassin's Creed games. CEO Yves Guillemot attributed the profit drop to a softer release schedule and the costs of its Creative Houses model but expressed confidence in future growth.
Roblox Q1 2026: Revenues rise ahead of age-gating and ‘short-term bookings headwinds’ forecast
Roblox reported a 39% year-over-year revenue increase to $1.4 billion for Q1 2026, alongside growth in daily active users and total hours engaged, despite a consolidated net loss of $248 million. CEO David Baszucki anticipates short-term financial headwinds due to new age verification and chat limits, leading to revised full-year guidance.