I was under the impression that Blender at the big studio level was still pretty niche? (E.g., when a studio switches, it’s still a news story.) If you’re aware of places Blender is being used that generate a lot of profit, I’d love to hear about them.
I was under the impression it had more to do with symbiotic relationships between products. E.g., people using Unreal need modeling software (Epic is a sponsor), people using modeling software need GPUs (Nvidia is a sponsor).