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

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 CHAPTERS:00:00 Welcome and Hosts 01:02 Episode Agenda Preview 02:37 Jury Duty and Snake Heroics 04:03 Seattle SLICE Conference Plug 04:48 Mishka Updates and Events 06:24 Corrections on Turkey Funding 09:21 Roblox Under Investigation 14:03 Roblox Safety Measures Debate 21:13 ATT Changes in Germany 27:18 EU App Store Fee Overhaul 36:56 Markets and Monetization 37:29 Webtoon Buys Game Studio 40:07 Funding and UA Reality 43:35 Mid Market Myth Busting 46:44 Transmedia LTV Strategy 49:36 Netflix Games Retrenchment 54:01 Devolver Delisting Lessons 56:32 Castle Crushers Deep Dive 01:01:11 Voodoo and France Squeeze 01:06:14 Wrap and Next Week