Safety Push Costs Roblox 20 Million Users as Growth Engine Stalls

Roblox's mandatory age-verification rollout has triggered a significant user exodus, with daily active users dropping from 152 million to 132 million in six months, directly impacting new player acquisition. This conflict between regulatory compliance and platform expansion reflects a critical industry challenge: balancing safety requirements with user growth in online gaming. The company's revised 2026 outlook signals that safety enforcement costs may persist, reshaping investor expectations for long-term platform economics.