▲
Roblox Launches "Roblox Everywhere" Standalone Apps Initiative
Roblox Corporation announced "Roblox Everywhere," a program that will let creators publish their experiences as standalone applications across multiple platforms, expanding distribution beyond the core Roblox app. The initiative could reshape how value is shared on the platform by turning individual Roblox experiences into app-like products that reach users who may never open the main Roblox client. The most relevant recent announcement alongside Roblox Everywhere is Build, the in-app, AI-assisted creation tool, which lowers the barrier for new creators and may increase both the volume and variety of experiences that can benefit from distribution as standalone apps. Roblox's narrative projects $10.1 billion revenue and $1.2 billion earnings by 2029, requiring 21.3% yearly revenue growth and a $2.2 billion earnings increase from -$1.0 billion today, while the most bearish analysts assumed about 15.2 percent annual revenue growth to roughly US$8.7 billion and no profits by 2029. The announcement potentially strengthens the short-term catalyst of deepening engagement and monetization per experience, but does not directly reduce the key risk that rising creator payouts and heavy infrastructure costs could still outpace monetization and keep the company unprofitable.
Meta Connect 2026 Kicks Off September 23 at Menlo Park Campus
Meta Connect 2026 begins Wednesday, September 23 at 4:00 P.M. at Meta's campus in Menlo Park, California, headlining a week of investor events that also includes McDonald's Investor Day and a White House meeting between President Trump and China President Xi. The two-day livestreamed Meta showcase will include updates on the company's latest work in AI, AI-powered glasses, virtual and mixed reality, and related developer technologies, with major product announcements and a keynote from CEO Mark Zuckerberg anticipated. McDonald's holds its highly-anticipated Investor Day the same day, with investors watching how management plans to restore U.S. momentum while sustaining international growth and the durability of its new beverage platform, whose launches in the U.S., Canada, and Germany reportedly exceeded expectations. On Thursday, September 24, President Trump meets China President Xi at the White House, with Taiwan, AI, tariffs, and global conflicts expected on the agenda and more details possible on China's purchase of Boeing aircraft; Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, and Qualcomm CEO Cristiano Amon are expected at the evening state dinner. Also Thursday, a bond hearing is scheduled at 4:30 p.m. related to Paramount Skydance's planned $110B purchase of Warner Bros. Discovery. The week's earnings slate includes Autozone, Thor Industries, and KB Home on Tuesday; Cintas, Paychex, General Mills, and Cracker Barrel on Wednesday; and Darden Restaurants and Costco on Thursday.
▲
Lightstorm Vision Acquires Outsyders to Scale 3D Content Production
Lightstorm Vision, the integrated 3D production technology developer founded by James Cameron, has acquired Outsyders, the creative-tech collective behind an AI-driven stereoscopic pipeline used on projects for Disney, IMAX, Samsung, and Google. Terms of the deal were not disclosed. Outsyders, founded by Paul Becker, Jared Sandrew, and Chris Harvey and launched in April 2024, has delivered the IMAX 3D version of Blue Angels, a 3D reimagining of Disney's Lilo & Stitch, Doug Liman's 8K high-frame-rate stereoscopic film Asteroid for Samsung and Google, and work on Tron: Ares and Moana, and currently has more than five feature films in progress. The acquisition folds Outsyders' stereoscopic processing platform into Lightstorm Vision's native capture and production system, which the companies describe as the industry's first end-to-end solution for producing 3D content across both new productions and existing content libraries. Lightstorm Vision said the combined platform is built to convert existing 2D libraries into premium stereoscopic content at lower cost and to serve a new generation of stereoscopic-native Meta VR devices under its multi-year partnership with Meta. Cameron said his company has worked with Becker's team for almost two years and called their AI tools world class, while Becker said the combined technologies were the most logical step for the format.