A few quiet signals are starting to look loud.
Both Unity and Roblox serve as income sources within the metaverse. Unity tends to target developers, while Roblox seeks to build community. Roblox stock underperformed Unity, but it is a cheaper ...
Roblox’s growth numbers are real. In early 2025, the company reported revenue of over $1 billion and bookings, essentially future sales, climbed even higher.
The investment community often makes little effort to distinguish Unity Software (NYSE: U) and Roblox (NYSE: RBLX). In their own way, each company plays a role in spatially laying out the metaverse.