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Unity

Convequity MSU: Unity - Dec 2023
Unity

Convequity MSU: Unity - Dec 2023

Summary * Unity is a game engine used by game developers for creating and rendering real-time 3D graphics. It generates revenue from game creation and advertising. * Unity's new pricing structure has caused discontent among game developers and raised concerns about its future growth and profitability. * We apply the MSU framework to discern whether or not there is upside potential in Unity's stock. Unity - Quick Intro What is Unity? Unity is the creator of the Unity game engine. A game
30 min read 19 Dec 2023

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Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

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