u/jesperbj

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

"This was arguably the best quarter in Unity's history as a public company"

Stock is surging approx 15% today.

Unity is now guiding for 70% growth rates in their strategic growth business. Insane!

Vector has become a $1B+ runway business 2 quarter prior than expected.

$U wins only when their customers win. AI enables faster/better game creation. More games fuels more ads/monetization.

Bromberg on Unity 7:

"... an open, collaborative platform where developers, artists, producers and coding agents work together ... What this all means is that you no longer have to know all the intricacies of our application to access the power of our full authoring platform ...

Bromberg on the call highlighted their new Netflix partnership: Unity will support Netflix’s multi-platform games ecosystem, including social games on the TV that require no download, registration or purchase. A strong example of $U helping studios reach players wherever they are.

U highlighted three strategic moves: an investment in mobile measurement leader AppsFlyer (alongside $META , $GOOGL and Miloco; the sale of Supersonic to Tripledot Studios; and the final shutdown of the ironSource ad network sharpening focus and lifting margins going forward.

And finally:

U is pulling forward expectations for GAAP profitability from Q4 to Q3.

I repeat:

Unity will be profitable THIS QUARTER

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms