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