The 3D content industry sits at the intersection of gaming, social interaction and enterprise applications, and two names dominate investor conversations today — Unity Software Inc. (U) and Roblox ...

In Q2 alone, Roblox paid out over $316 million to developers, which was 29% of revenue and 22% of bookings. That’s up big YoY, and it shows how central creators are to the model. In Q2, bookings hit ...