Roblox (RBLX) Expands 18-Plus Gaming with AI and AD Age Verification

Roblox (RBLX) is broadening its user base with a mandatory 18-plus age verification process launched in January 2026 via facial recognition with Persona, signaling a strategic pivot to higher-value demographics. Q4 bookings reached $2.2B, a 55% YoY increase, and full-year sales growth is expected 23%-29%. CEO David Baszucki said engagement in the verified segment is climbing over 50% YoY, with the company expanding into RPGs and sports titles and leveraging over 400 internal AI models to enhance its creator economy and multiplayer moat. The stock surged over 13% on the news as analysts note strong execution but caution about AI disruption from Google and a challenging 2026 outlook, with JPMorgan下调 its 2026 price target to $75 from $100.