Professional
Added to YB: 2024-09-16
Pitch date: 2024-09-13
U [bullish]
Unity Software Inc.
+11.39%
current return
Author Info
No bio for this author
Company Info
Unity Software Inc. operates a platform that provides real-time 3D content and experiences. Its platform provides artificial intelligence solutions that support creators in building, running, and growing immersive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices.
Market Cap
$8.6B
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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