Pixel P&L: Roblox Bets on India Expansion as Bookings Surge 146% Year-Over-Year

Welcome to another Pixel P&L edition. This issue takes 6 minutes to read. If you only have one, here are the 5 most important things:

• Roblox expands to India amid mounting safety lawsuits and predator concerns.

• Nvidia's gaming division hits $4.3B in revenue as AI features become mandatory for AAA titles.

• Dispatch doubles to 2 million players in two weeks, prompting second season discussions.

• TALON Esports expelled from Riot's top-tier leagues over financial difficulties.

• Krafton CEO used ChatGPT to research avoiding studio payouts, court testimony reveals.

Let's get into it.

Roblox Expands to India Amid Safety Controversies

Online gaming platform Roblox is establishing operations in India, as indicated by job listings for roles including payroll specialists, general managers, and a director of public policy.

The platform has cultivated a significant Indian user base among younger players, with its virtual currency Robux being unofficially available for years. A report from High Chaos Run indicates that Roblox has contacted Indian developers to create platform content, requiring games target audiences aged 16 and above. 

The expansion comes during a challenging period for Roblox Corporation. In August 2025, the platform was sued by Louisiana over alleged lack of safety protocols, with the lawsuit describing it as allowing predators to flourish. That same month, Roblox permanently banned YouTuber Schlep, known for conducting sting operations against sexual predators on the platform. Additionally, an April 2025 Guardian investigation found concerning safety gaps, with researchers discovering children could easily access inappropriate content and interact with adults.

Despite these challenges, Roblox reported record Q3 2025 growth with revenue up 48% year-over-year and bookings surging 70%, reaching 151.5 million daily active users. Roblox has highlighted India as a significant growth market in its recent earnings calls, repeatedly mentioning impressive year-on-year growth in user engagement and bookings from the region. In the Q3 2025 earnings call, Roblox reported that bookings in India were up 146% year-over-year, outpacing many other international markets and demonstrating strong momentum in Asia-Pacific as a whole.

Nvidia's Gaming Business Grows as AI Features Reshape Video Games

Nvidia's gaming division generated $4.3 billion in revenue during the third fiscal quarter, a 30% increase from the previous year, as the company's artificial intelligence technology became increasingly central to how major video games are made and played.

The growth came as some of the industry's biggest franchises — Borderlands 4, Battlefield 6, and Nexon's ARC Raiders — launched with Nvidia's DLSS 4 technology, which uses AI to dramatically improve graphics performance. The feature has practically become a necessity to maintain high frame rates for new titles even in high-end gaming PCs.

While gaming remains profitable for Nvidia, it represents a fraction of the company's $57 billion in total quarterly revenue, which is increasingly dominated by sales of AI chips to data centers. Quarter-over-quarter gaming revenue declined slightly, down 1% from the previous period.

⚡️Quick Bytes

Superhero Game Dispatch Reaches 2 Million Players

Episodic adventure game Dispatch has attracted 2 million players since launch, developer AdHoc Studio announced Wednesday, doubling its player base in just over two weeks. The superhero title, created by veterans from Telltale Games and Night School Studio, completed its eight-episode first season in November. AdHoc is now considering a second season following the game's unexpected success, despite originally planning Dispatch as a standalone release.

Riot Games Removes TALON Esports From Top-Tier Leagues

Asian esports organization TALON Esports has been expelled from Riot Games' premier VALORANT and League of Legends competitions due to financial difficulties. The Thailand-based team, which represented the Pacific region at this year's League of Legends World Championship, cited funding delays from its current financing round. Riot granted multiple extensions but TALON failed to meet league requirements, prompting removal from both circuits.

Krafton CEO Used ChatGPT to Research Avoiding Studio Payout

Krafton CEO Changham Kim consulted ChatGPT on how to avoid paying an earnout to Subnautica 2 developer Unknown Worlds, according to court testimony. Kim, who makes dozens of daily ChatGPT queries, later deleted relevant conversations citing data privacy concerns. The legal dispute centers on hundreds of millions of dollars tied to the studio acquisition and game development.

⚔️Side Quest

🤣Laugh:

📺 Watch: Fallout co-creator Tim Cain argues modern games suffer from feature bloat and identity crisis. He champions 1980s design philosophy: hardware constraints forced focused, efficient development. His lesson? Strip away excess systems, perfect core mechanics, and embrace simplicity, like a fine restaurant using few quality ingredients versus a mediocre buffet.

🎮 Play: My Little Puppy delivers an emotionally powerful journey as Bong-gu the corgi. Players praise its heartwarming story that evokes genuine tears, beautiful environments, and accessible puzzles. Perfect for pet lovers seeking emotional resonance, the game captures the joy animals bring to our lives. Highly recommended. Bring tissues.

📚 Read: Mode 7 CEO Paul Kilduff-Taylor argues events aren't about immediate sales but "Snowy Owls," unpredictable mid-impact opportunities. Random encounters create serendipity impossible online: lifelong collaborators, crucial insights, perfect investors.

💡Did You Know

Elden Ring's notoriously complex lore is being compiled into a comprehensive book by popular YouTuber VaatiVidya, releasing in 2026. Lore Bound: Elden Ring Explained will feature scripts from 20 hours of videos covering Elden Ring, Shadow of the Erdtree, and Nightreign, enhanced with original artwork and contributions from other content creators offering alternative story interpretations. VaatiVidya has built a devoted following since Dark Souls by decoding cryptic FromSoftware narratives, becoming the go-to source for explaining obscure stories that spawn countless theory videos. The unlicensed book represents his definitive analysis of the Elden Ring universe, with preorders starting at $18 for digital and $95 for a deluxe hardcover edition.

📜 Quote of the Day

Was this forwarded to you? Sign up for free here. 

We read every email! Share your feedback by hitting reply.