[mjr00]

In this case, "child safety measures" includes not just "stopping child predators," but also "not letting kids use their parents' credit card to buy $500 of Robux" and "not letting underage users buy lootboxes, aka gambling".

It's completely understandable that the company, which profits off children, putting in measures making it harder to profit off children, would lower both its long and short-term valuations.

[doctorpangloss]

They're not really choosing to do that though. They are completely beholden to the out of sight conversation weekly with Apple that led to changes in how users can spend - especially funds that Apple gets less of a cut of, like Robux gift cards.

Another POV is that Roblox is overvalued and it's just a matter of time before the fragility of its business, which is being a time waster for kids, falls apart like everything else in that space.