Added to YB: 2025-03-20
Pitch date: 2025-03-18
U [bullish]
Unity Software Inc.
+117.02%
current return
Author Info
No bio for this author
Company Info
Unity Software Inc. operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.
Market Cap
$15.7B
Pitch Price
$21.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
-903.27
P/E
-34.97
EV/Sales
9.09
Sector
Software
Category
growth
Unity Software: Strong in Mobile, Growing Beyond Gaming
U: Dominant 70%+ mobile gaming engine. New leadership signals mobile focus. Diversifying into automotive, architecture, construction. Revenue shifting to non-gaming. Churn from small studios, not competition. Net retention >100%. Valuation reflects overreaction & missteps. Refocusing on core gaming & strategic expansion.
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