Roblox faces a service ban in Indonesia, currently its largest market by daily active users (DAUs). Raymond James estimates the ban affects 7.3 million DAUs. This figure represents approximately 5% of the company's total user base.
The projected loss in yearly bookings totals roughly $36 million. This financial impact accounts for about 0.5% of total company bookings.
Raymond James reiterated an Outperform rating and a $100 price target on the stock. The firm classifies the financial impact as modest because Indonesia is a lower-monetizing market within the Asia-Pacific region. Analysts suggest the direct revenue hit remains manageable relative to overall financials despite the significant loss in user volume.