Meet us at Gamescom 2026, August 26-27th 
Meet us at Gamescom 2026, August 26-27th
Roblox lost nearly a third of its value after reporting its Q2 2026 results at the end of July. The stock now trades near $37, about 75% below its 2025 peak and well below its listing price from five years ago. Around $70B in market value has evaporated over the past twelve months. Roblox’s business…
A few weeks ago, a Ukrainian studio called FLEXUS launched a Steam page and trailer for a game about crewing the world’s worst budget airline. The game, Dear Passengers, reached 700,000 wishlists in 36 hours and 1.5M in five days, earning a Top 25 spot on Steam. It landed a month after Meccha Chameleon, which…
“People don’t want to just watch anymore. They want to participate,” says Cathy Hackl, describing the future of new IP. She’s pointing at a telling 2026: Netflix’s upcoming Unhinged turns your phone into a controller — flashlight, receiver of in-game calls and texts — while A24’s Backrooms became the studio’s biggest film based on a…
Gaming at LEGO turned 30 last year. The company noted the milestone in its record 2025 results (DKK 83.5B in revenue, up 12%, at a 26% operating margin), where “Gaming at LEGO” covers both digital and physical products: from AAA games on consoles to gaming-IP bricks on the shelf. For most, LEGO is best known…
Host Devin Becker sits down with Nicolas Vizioli (Founder of Lemonade) to unpack what “AI coding for UGC in Roblox” actually looks like in practice, ranging from how Lemonade plugs into Roblox workflows to why Roblox is a uniquely interesting target compared to broader “vibe coding” for apps. Nicolas shares early results, where the product is (and isn’t)…
We take a closer look at Epic’s strategic refocus, share a new episode about the rapidly evolving gaming media landscape, and bring you this week’s top news and content worth consuming.
Let’s jump into this week’s issue where we bring you our latest report on the state of UGC games in 2026, alongside this week’s news and content worth consuming.
Big thanks to Naavik contributors Francois Courset, Tim Shepherd, and Aaron Bush for writing – and to Brendon Stock and Mike Gubman of Chartis.gg, the largest creator network in UGC, for writing the Fortnite Creative section. To explore working with Naavik on your UGC games consulting needs (due diligence, strategy, and more), please contact us…
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…
In today’s issue, we look into Project Genie — Google’s experimental AI that generates short, navigable 3D scenes — and explore the possible implications of world models for game engines and developers. Plus, in our latest podcast episode, we chat with David Lee, Nex’s CEO, about the company’s successful console launch. As a reminder, you can also listen to Naavik’s Newsletter on our podcast feeds and on the digest webpage.
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