Former manager at Unity Software Inc (Unity Technologies Inc)
- Unity’s (NYSE: U) primary Operate and Create segments and their key offerings
- Growth sustainability, noting significant TAM, gains outside gaming and macroeconomic environment
- Execution issues in Operate segment – causes and implications
- Recent and potential M&A activity
- 1-3-year outlook, noting opportunities and risks, including potential to move upmarket vs Epic (HKG: 0700)
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