Roblox stock is only down ~ 3% today, not sure what to make of that, other than maybe all this was already factored in to the price.
1) Their research and conclusions are incorrect.
2) Their research is correct and Roblox's ARPU is significantly higher than reported.
There should at least be a call for law enforcement investigation.
In terms of the other questionable stuff (inappropriate, offensive, racist, and generally hateful stuff) I mean it's again a platform inhabited by edgy kids and teenagers. I'm not very concerned about that content. Roblox does moderate and ban users and content all the time. Beyond that? It's on parents to restrict if they don't want their kids exposed to the reality of people, especially kids, being assholes on the internet. [2]
[1] https://www.missingkids.org/content/dam/missingkids/pdfs/202...
[2] https://www.penny-arcade.com/comic/2004/03/19/green-blackboa...