Which Metaverse Stock Is the Better Buy Now?

November 29, 2025 Brazen Crypto Team Metaverse 0

The race to build the metaverse has put two innovative platforms in the spotlight, Roblox Corporation RBLX and Unity Software Inc. U. While Roblox has created a thriving user-generated gaming ecosystem with deep social engagement, Unity powers the development tools behind countless immersive experiences across gaming, film and virtual environments.

Both companies are betting big on the next evolution of digital interaction, but with shifting industry trends, growing competition and profitability challenges still in the picture, investors are left to weigh which stock offers the more compelling long-term opportunity at present.

Roblox continues to widen its lead in the metaverse and social gaming space. Daily active users surged to 151.5 million, up 70% year over year, and 39.6 billion hours of engagement, indicating the platform is gaining traction globally and among older audiences. Notably, two-thirds of users are now 13 and over, strengthening monetization potential and advertiser appeal.

The company posted $1.92 billion in bookings, up 70% year over year, supported by rising payer penetration and strong traction in emerging markets such as India and Indonesia. Monthly unique payers jumped 88%, outpacing DAU growth, demonstrating a healthier virtual economy and stronger monetization mechanics, such as regional pricing.

Developer earnings hit a record $427.9 million in third-quarter 2025 and surpassed $1 billion in the first nine months of 2025. Roblox is rolling out major tech upgrades, including AI-driven content tools, server authority, custom matchmaking and higher-fidelity avatars, enabling expansion into competitive genres like shooters, racing and sports. Management believes this innovation roadmap positions Roblox to capture a larger share of the global gaming market over time.


Despite outperformance in bookings, Roblox signaled near-term margin compression. Spending is rising in infrastructure, safety initiatives and creator economics, including a DevEx rate increase. Management noted that these costs may outweigh scale benefits in the short run, delaying margin expansion until the business “catches up” to its growth.

Executives acknowledged tough year-over-year comparisons in 2026 and potential engagement friction from new safety policies, which could temporarily weigh on bookings. Meanwhile, adoption speed for new tech upgrades will influence growth, creating uncertainty in execution timing as Roblox pushes aggressively into new genres.

Unity delivered another quarter of upside execution. Third-quarter 2025 revenues reached $470.6 million (up 5% year over year) and 11% sequential growth in the Grow segment, driven by accelerating adoption of Vector AI. The company posted $109 million in adjusted EBITDA, with 23% margins, marking the second consecutive record quarter of free cash flow and a powerful turnaround relative to earlier restructuring phases.