# Rivian and Roblox earnings

Business · Heat 6.5 / 10 · 2 shows · 7m airtime

Rivian and Roblox reported quarterly results around October 29-30, 2026. Rivian raised guidance on roughly a 50 percent increase in quarterly vehicle deliveries, delivering almost 20,000 EVs, though analysts see no profit until 2030. Roblox shares fell 17 percent overnight on declining user and engagement metrics, with executives pointing to AI-generated games as an upside and the CFO saying GTA 6's impact is hard to estimate. The discussion has since moved to Roblox's AI content: AI-created experiences reached its top 20 for the first time, with assets created tripling in a month.

Page: https://boilpoints.com/point/rivian_and_roblox_earnings_1378678651

## Segments

- [WSJ What's News](https://boilpoints.com/u/wsjwhatsnews), 2026-10-30, 6:40 to 8:17: **Recaps Rivian guidance and Roblox's overnight drop**. Runs through Rivian's raised guidance and Roblox's 17 percent overnight drop, including the CFO's caveat that GTA 6's console-only launch is hard to model. A brief earnings roundup with no new reporting beyond the numbers. New angle: Rivian raised guidance on a roughly 50% rise in quarterly deliveries; Roblox fell 17% overnight on declining users.
- [Bloomberg Tech](https://boilpoints.com/u/bloombergtech), 2026-10-30, 12:40 to 18:09: **Interviews Roblox's CEO on the post-earnings drop**. Interviews CEO Dave Baszucki after the drop: he defends the quarter as a beat on guidance, flags 18-and-up users growing 18% and spending about 50% more per engagement, and says AI-created experiences reached the top 20 for the first time. New angle: AI-created experiences reached Roblox's top 20 for the first time, with assets created tripling in a month.