Veytics Intelligence
2026-10-13 · Seekingalpha

BMO cautious on Roblox as Google enters user-generated gaming

[Roblox Headquarters] BMO Capital Markets highlighted Google's entry into user-generated content gaming as a potential competitive development for Roblox (RBLX [https://seekingalpha.com/symbol/RBLX]), saying the new platform could compete more directly with Roblox (RBLX [https://seekingalpha.com/symbol/RBLX]) than with traditional game publishers. Google's (GOOG [https://seekingalpha.com/symbol/GOOG]) experimental Playground platform allows users to create games using natural-language prompts without coding and share them with friends. Analyst Stan Velikov at BMO said they were “impressed by the Playground announcement and the games it can build,” while cautioning that “big tech has historically struggled to break into gaming.

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