Unity Software – Growth Sustainability & Management Execution

  • Public Equity
  • TMT
  • North America


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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