TWIG #397: Roblox Under Fire, Apple’s EU App Store Shake-Up and Netflix Games’ Studio Retreat

<p>Crew breaks down another packed week in games. Roblox faces mounting pressure over child safety as Congress launches an investigation, Apple rewrites its EU App Store economics while Germany forces changes to ATT, and Netflix Games keeps shrinking with two more studio closures. Meanwhile, Webtoon makes a $100 million bet on gaming, Devolver Digital heads for the exits after a brutal public-market run, and Mishka goes deep on Voodoo’s latest hybrid-casual hit. Topics Covered:• Roblox’s congressional investigation and growing child-safety pressure• Roblox’s Discord problem • What higher opt-in rates could mean for Meta and mobile UA • Apple’s new EU App Store fee structure• Webtoon buying up to 60% of RI Games Holdings • Netflix Games closing Night School Studio and Moonlit • Devolver Digital delisting after its stock fell roughly 97% • Castle Crushers, Voodoo’s hybrid-casual formula and its path toward a $100M run rate • What Voodoo’s evolution says about the French hyper-casual ecosystem• Kingdom Hearts’ new animated series and Kingdom Hearts IV targeting late 2027</p><p><br></p><p>CHAPTERS:</p><p>00:00 Welcome and Hosts<br>01:02 Episode Agenda Preview<br>02:37 Jury Duty and Snake Heroics<br>04:03 Seattle SLICE Conference Plug<br>04:48 Mishka Updates and Events<br>06:24 Corrections on Turkey Funding<br>09:21 Roblox Under Investigation<br>14:03 Roblox Safety Measures Debate<br>21:13 ATT Changes in Germany<br>27:18 EU App Store Fee Overhaul<br>36:56 Markets and Monetization<br>37:29 Webtoon Buys Game Studio<br>40:07 Funding and UA Reality<br>43:35 Mid Market Myth Busting<br>46:44 Transmedia LTV Strategy<br>49:36 Netflix Games Retrenchment<br>54:01 Devolver Delisting Lessons<br>56:32 Castle Crushers Deep Dive<br>01:01:11 Voodoo and France Squeeze<br>01:06:14 Wrap and Next Week</p>