The Baby In Yellow

Misleading ads, Apple’s ‘mobile gaming headwinds’, Roblox results, PlayStudios shenanigans, more

• Apple reported ongoing 'mobile gaming headwinds' impacting App Store revenue growth, despite record-breaking total services revenue of $31.6 billion in Q4 2026.
• Roblox shares fell 19% following Q3 results, as the company struggles to replicate the 2025 success of breakout titles and shifts its algorithm to prioritize long-term retention over aggressive monetization.
• PlayStudios has shuttered four studios, cut 177 jobs, and discontinued 'Tetris Block Party'—which generated $8.1 million in IAP revenue since January 2025—while facing potential Nasdaq delisting.