Uploaded August 2026 | Updated September 2026, 2 weeks ago
Roblox has lost $70 billion in market value, player numbers are falling and regulators are closing in. The company’s attempts to fix its worst problems have left it facing a much uglier question about what investors want from Roblox.
Join us at http://bellular.games for early access content, 20 editions of 'Loading Screen' a month and to support our team!
00:00 Roblox Lost $70 Billion
00:48 Roblox’s Worst Day
02:05 Why Improvement Got Punished
04:37 Everyone Is Coming For Roblox
09:02 Investors Versus Players
Sources:
youtube.com/watch?v=_gXlauRB1EQ
youtube.com/watch?v=vTMF6xEiAaY
nytimes.com/2025/11/21/podcasts/hardfork-roblox-child-safety.html
ir.roblox.com/financials/quarterly-results/default.aspx
morningstar.com/stocks/roblox-earnings-results-were-atrocious-management-declined-provide-full-year-guidance
https://www.esafety.gov.au/research/social-media-age-restrictions-evaluation/early-days-early-insights-three-months-report
https://bellular.games/meccha-chameleons-copycat-problem/
about.roblox.com/newsroom/2026/06/optimizing-discovery-great-games-reach-millions-players-roblox
https://www.gamesmarket.global/roblox-on-the-edge-of-becoming-a-very-large-online-platform-in-the-eu/
https://digital-strategy.ec.europa.eu/en/policies/dsa-vlops
https://www.gamesindustry.biz/robloxs-reported-user-numbers-will-make-it-subject-to-additional-eu-legislation-for-regulating-social-networks
reuters.com/business/roblox-set-worst-one-day-drop-discovery-changes-hurt-in-app-spending-2026-07-31
Roblox has lost $70 billion in market value, player numbers are falling and regulators are closing in. The company’s attempts to fix its worst problems have left it facing a much uglier question about what investors want from Roblox.
Join us at http://bellular.games for early access content, 20 editions of 'Loading Screen' a month and to support our team!
00:00 Roblox Lost $70 Billion
00:48 Roblox’s Worst Day
02:05 Why Improvement Got Punished
04:37 Everyone Is Coming For Roblox
09:02 Investors Versus Players
Sources:
youtube.com/watch?v=_gXlauRB1EQ
youtube.com/watch?v=vTMF6xEiAaY
nytimes.com/2025/11/21/podcasts/hardfork-roblox-child-safety.html
ir.roblox.com/financials/quarterly-results/default.aspx
morningstar.com/stocks/roblox-earnings-results-were-atrocious-management-declined-provide-full-year-guidance
https://www.esafety.gov.au/research/social-media-age-restrictions-evaluation/early-days-early-insights-three-months-report
https://bellular.games/meccha-chameleons-copycat-problem/
about.roblox.com/newsroom/2026/06/optimizing-discovery-great-games-reach-millions-players-roblox
https://www.gamesmarket.global/roblox-on-the-edge-of-becoming-a-very-large-online-platform-in-the-eu/
https://digital-strategy.ec.europa.eu/en/policies/dsa-vlops
https://www.gamesindustry.biz/robloxs-reported-user-numbers-will-make-it-subject-to-additional-eu-legislation-for-regulating-social-networks
reuters.com/business/roblox-set-worst-one-day-drop-discovery-changes-hurt-in-app-spending-2026-07-31
