Are games like Roblox and Fortnite the next fan frontier for artists? Executives see platforms as "a new community channel that needs to be nurtured.

The analyst is confident that Roblox’s monetization expertise across mobile, its website, and prepaid cards limited the potential drag from Fortnite in the fourth quarter.

Fortnite is undergoing some changes in the way it presents its user-created content, and they're going to look very familiar to Roblox users.