$Unity Software Inc.(U)$games made with unity included project sekai Hatsune Miku, Pokemon go, shadowverse, arknights, honkai impact 3, azur lane, garena free fire, fate/grand order and the most biggest of them all : genshin impact. So think about it this way:  hardcore gamers like to spend money on so called gacha rates to get their waifu that they like on the games that they played with->these game developers utilised unity game engine to build the games ->The game developers have to pay a royalty fee to unity for using their game engine -> Then we as unity shareholders get rewarded for their mode of business. So essentially the money flows from the gamers to us (unity shareholders). Definitely a long term hold for me given more games incoming that are using unity game engine.