Unity Software (U): Huge Problems, Negative Outlook, Big Changes Required
There's a lot of context behind Unity's recent run-time fees and the big changes they rolled out on pricing. Find out more about Unity's business, issues & problems, and future outlook.
OUTLINE:
0:00 Intro
0:52 High-level overview of Unity’s business: 1. Create and 2. Grow
5:40 Financials overview: Create vs. Grow, revenue growth, impact from Ironsource
12:04 The new world requires a different management approach & dollar-based net expansion rate
21:30 The Unity China business - context behind JV
25:38 Unity management’s egregious stock-based compensation (SBC)
34:44 Overview of Unity M&A activity
38:40 Unity Run-time fees/pricing changes discussion
42:48 Understanding the historical context behind the Unity pricing changes
46:18 Impact of pricing changes to Unity’s business
52:30 Winners & losers
54:18 Applovin impact
55:27 Future outlook for Unity
1:05:43 Final words: Change or die!
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