Roblox: Inflated Key Metrics For Wall Street And A P-dophile Hellscape For Kids – Hindenburg Research

HOLY SHIT IT IS UNIRONICALLY OVER FOR ROBLOX

!G*MERS GET THE FRICK IN HERE

SOMEONE BIG FINALLY TOOK NOTICE

Posing as a child in Roblox's "therapy" experience, our therapist introduced himself as a "rapper with only one p". We were advised to run away from home and that he would come pick us up so we could move into his basement in exchange for paying rent with our body.

Some games seem to encourage illicit interactions, like "Public Bathroom Simulator Vibe" and "XYZ Club Vibe" with 31 million collective visits. Both are available to users who self-identify as 9+ years old, who can simulate s*x in bathrooms wearing skimpy outfits.

In other words, the number of people on Roblox is inflated by 25% to 43% when the metric is not de-alted. Rather than the 79.5 million DAUs the company reported in Q2 2024, Roblox would be estimated to have closer to ~56-64 million actual "people" on its platform on any given day, based on the former data scientist's estimates.

Developers have a motivation to create AFK games. Keeping players in games – even if actual users are away from their computers – pays off, a developer we interviewed explained:

As noted earlier, we estimate that DAUs are inflated by at least 25%-42% based on estimates of the proliferation of "alt" accounts on Roblox. This estimate doesn't factor in "bot" accounts, which we suspect further inflates DAUs substantially (given that there are entire thriving business ecosystems in Asia focused on running Roblox bots).