Latest updates and analysis for Unity Software Inc.
Unity posted its best quarter in years — record Vector growth, Create stabilizing, stock comp slashed. Then the stock dropped 34% on soft Q1 guidance. Value trap or gift?
Revenue up 10% YoY, EPS -$0.21 (improving). Strong FCF of $119M. Turnaround showing progress.
Revenue $471M, FCF $151M. Gaming recovery and cost discipline driving improvement.
Matthew Bromberg outlines turnaround plan: focus on core gaming, cut costs, improve developer relations.
Former Zynga president takes over after John Riccitiello resignation. Signals return to gaming focus.
Announced per-install fee sparks massive developer backlash. Later walked back after stock plunges 17%.
