Professional
Added to YB: 2024-09-16
Pitch date: 2024-09-13
U [bullish]
Unity Software Inc.
-3.12%
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
$8.8B
Pitch Price
$19.85
Price Target
N/A
Dividend
N/A
Sector
Software
Category
growth
U '3 Reasons Cancelling the Runtime Fee is Bullish' - Morgan Stanley
U: Cancelled Runtime Fee, replacing with 25% price hike for largest customers, 8% for smaller (1/1/25). Bullish: 1) +5% '26 EBITDA upside 2) Annual Create price hikes expected 3) Path cleared for better monetization of other products. Management aligned with key customers for sustainable growth.
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