TD Cowen presented allegations on May 20, 2025, suggesting that the Roblox discovery algorithm is being 'aggressively manipulated by illegitimate account creation in the Philippines and Indonesia.' The firm stated that it is 'implausible' that management is unaware of the issue.
The allegations specifically point to 'Grow a Garden,' a game launched on Roblox on March 25, which rapidly became the number one experience on the platform. TD Cowen attributes this success to 'significant unusual user activity in 'Philonesia',' implying artificial inflation of engagement.
These claims directly challenge the authenticity of user engagement and the integrity of Roblox's platform metrics, which are crucial for investor confidence. Such allegations can lead to increased scrutiny from regulators and advertisers, potentially impacting the company's reputation and financial performance.
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