
AAA Publisher Struggles, Roblox’s Growth and Transmedia Success
Published: February 10, 2026
Duration: 1:09:30
After a volatile few months across games, tech, and public markets, it’s time for a grounded check-in on where the industry actually stands. Host Devin Becker is joined by Aaron Bush (Managing Partner & Co-Founder, Naavik) to unpack the latest signals – from AAA publisher performance and what recent EA earnings suggest for big franchises like Battlefield, to Ubisoft’s ongoing restructuring, studio closures, and the push to reframe its future through initiatives like Vantage Studios.
Next, they dig into Roblox’s continued growth and what its recent results imply, even as age-related scrutiny and safety conversations remain p...