My guess is they are cutting glut, realizing that the free money times are over and not that there's fundamental issues (apart from relying on free money too much of course). I'm a bit nervous about them turning profitable eventually but there's enough technical merit and niche that they should. I remember they grew headcount by a lot but maybe I'm misremembering. Maybe this sounds a bit cynical but 8% actually feels low.

I only have so much time and it's all hobby projects but my heuristic is "multiplatform, 2d focus -> Unity; 3d -> Unreal". The two "big ones" seem to have interesting enough niches carved out (Unreal is also big in the simulation area and in movies). Sadly I haven't had the chance to try Godot or any other engine really.