NEW YORK, February 2, 2026, 05:24 EST — Premarket
- Roblox tumbled 13% to end Friday at $65.76, dragged down by the launch of Google’s “Project Genie,” which pressured videogame shares. (The Verge)
- Egypt’s media regulator has blocked Roblox, pointing to concerns over child safety online. (CairoScene)
- Roblox plans to release its fourth-quarter and full-year 2025 earnings after the market closes on Feb. 5. (Nasdaq)
Roblox Corporation (NYSE: RBLX) was seen near $65.76 in premarket Monday, following a 13.3% plunge the day before. Take-Two Interactive hovered around $220.30 after falling 7.9%, and Unity Software last checked in at $29.10, tumbling 24.2%. Alphabet, meanwhile, held steady around $338.
New overseas developments are rattling the stock. Egypt’s Supreme Council for Media Regulation announced a ban on Roblox, citing concerns for children and teens, local media report. The council is working with the National Telecommunications Regulatory Authority to enforce the move. (Ahram Online)
The announcement comes just days ahead of Roblox’s quarterly and full-year earnings release. The company will unveil its Q4 and full-year 2025 results after U.S. markets close on Thursday, followed by a conference call at 4:30 p.m. EST. Investors will be zeroing in on bookings — which reflect platform spending that’s recognized as revenue over time — along with user engagement. (Roblox Investor Relations)
Friday’s selloff hit videogame stocks broadly after Alphabet’s Google unveiled “Project Genie,” an AI model that can build interactive digital worlds from text or images. Joost van Dreunen, a games professor at NYU’s Stern School of Business, called it “a real transformation in development and output,” as AI begins generating entire experiences independently. (Reuters)
Google’s blog post introduced Project Genie, which enables users to build, explore, and remix interactive worlds. Its “Genie 3” model predicts what’s coming next in real time as users navigate these environments. The company also acknowledged some prototype shortcomings, like issues with realism and control. (Blog)
Barron’s says access is restricted to top-tier Gemini Ultra subscribers paying $250 monthly, with creations limited to roughly one minute. Despite these tight controls paired with big goals, investors are already questioning if quicker, more affordable creation tools might challenge established players relying on creators and their pipelines. (Barron’s)
However, the Egypt ruling remains unsettled. An NTRA spokesperson noted the regulator hasn’t officially received the ban decision yet and will act only after it does. (EnterpriseAM Egypt)
Regulators in other regions are closing in. On Friday, a Dutch consumer watchdog announced it had launched an investigation into whether Roblox is doing enough to safeguard minors under the EU’s Digital Services Act. A Roblox spokesperson responded, saying the company is “strongly committed” to compliance. (Reuters)
Roblox operates a user-driven gaming platform, generating most of its revenue from virtual currency and in-game purchases. This setup makes its stock highly reactive to changes in user engagement and spending patterns. Restrictions or increased compliance costs tend to hit sentiment fast, even though the financial impact may take longer to become clear.
Thursday brings the next major catalyst with Roblox’s report and earnings call. Investors will be tuning in for clues on 2026 spending plans, engagement trends, and any updates on overseas regulatory talks. The company plans to release its results after the market closes on Feb. 5. (Roblox Investor Relations)
