But it's pretty clear that Ubisoft + Capcom + Square Enix + Sega are the dinosaurs. They haven't had reasonable growth in sometimes decades. They have never even approached 150 million players, never mind on a sustained monthly basis.

Man that statement makes me feel old, but Sega is the biggest, their growth happened in the previous century, decades ago.

Sega genesis, which I'm randomly assuming was the best selling product of this group of companies, got to about 30 million players. Nowhere near 700 million revenue. To put it mildly, this was not something they could sustain.

So I have little doubt that Roblox is indeed worth more than the sum of these companies. I don't like the games either, sort of a second life but for kindergarten, but clearly they are commanding more success in the market than those companies.

>Nowhere near 700 million revenue.

Ubisoft alone makes more than $2 billion in revenue per year.

edit: Square-Enix is another $2.3 billion in revenue. Capcom is around $700 million per year. And Sega is even more at $3.4 billion per year.

Do you know who Ubisoft are?

They are huge, own many studios and their sales are orders of magnitude higher than the Genesis, which is an odd assumption to make.

An Ubisoft badge is a warning label that says you should avoid buying this new game.

They may have made decent stuff 15 years ago, but now they make pretty garbage.