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Unity Software (U): Huge Problems, Negative Outlook, Big Changes Required
There's a lot of context behind Unity's recent run-time fees and the big changes they rolled out on pricing. Find out more about Unity's business, issues & problems, and future outlook.
OUTLINE:
0:00 Intro
0:52 High-level overview of Unity’s business: 1. Create and 2. Grow
5:40 Financials overview: Create vs. Grow, revenue growth, impact from Ironsource
12:04 The new world requires a different management approach & dollar-based net expansion rate
21:30 The Unity China business - context behind JV
25:38 Unity management’s egregious stock-based compensation (SBC)
34:44 Overview of Unity M&A activity
38:40 Unity Run-time fees/pricing changes discussion
42:48 Understanding the historical context behind the Unity pricing changes
46:18 Impact of pricing changes to Unity’s business
52:30 Winners & losers
54:18 Applovin impact
55:27 Future outlook for Unity
1:05:43 Final words: Change or die!
👇 EPISODE LINKS:
- JK's podcast on Twitter: • Speculative Bull Case for Twitter: So...
- Matthew Kanterman: https://www.linkedin.com/in/matthew-k...
- Joseph Kim: https://www.linkedin.com/in/jokim/
- Brian Peganoff: https://www.linkedin.com/in/brian-peg...
SUBSCRIBE TO GAMEMAKERS:
- Spotify Podcast: https://spoti.fi/3Cpyq7i
- Newsletter: https://gamemakers.substack.com/
😃 —CONNECT WITH ME! —
• MY INSTAGRAM → @jokim1
• TWITTER → @jokim1
• LINKEDIN → https://www.linkedin.com/in/jokim/
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View all episodes
By Joseph Kim
4.4
88 ratings
There's a lot of context behind Unity's recent run-time fees and the big changes they rolled out on pricing. Find out more about Unity's business, issues & problems, and future outlook.
OUTLINE:
0:00 Intro
0:52 High-level overview of Unity’s business: 1. Create and 2. Grow
5:40 Financials overview: Create vs. Grow, revenue growth, impact from Ironsource
12:04 The new world requires a different management approach & dollar-based net expansion rate
21:30 The Unity China business - context behind JV
25:38 Unity management’s egregious stock-based compensation (SBC)
34:44 Overview of Unity M&A activity
38:40 Unity Run-time fees/pricing changes discussion
42:48 Understanding the historical context behind the Unity pricing changes
46:18 Impact of pricing changes to Unity’s business
52:30 Winners & losers
54:18 Applovin impact
55:27 Future outlook for Unity
1:05:43 Final words: Change or die!
👇 EPISODE LINKS:
- JK's podcast on Twitter: • Speculative Bull Case for Twitter: So...
- Matthew Kanterman: https://www.linkedin.com/in/matthew-k...
- Joseph Kim: https://www.linkedin.com/in/jokim/
- Brian Peganoff: https://www.linkedin.com/in/brian-peg...
SUBSCRIBE TO GAMEMAKERS:
- Spotify Podcast: https://spoti.fi/3Cpyq7i
- Newsletter: https://gamemakers.substack.com/
😃 —CONNECT WITH ME! —
• MY INSTAGRAM → @jokim1
• TWITTER → @jokim1
• LINKEDIN → https://www.linkedin.com/in/jokim/
— POPULAR CONTENT —
🤑 Economy of the Metaverse with Tim Sweeney • Economy of the Metaverse | Fortnite C...
ℹ️ How to Build the Amazon of Game Companies • Building the Amazon of Game Companies...
🔮 Gaming Trends | A Look Ahead at 2021 • Mobile Gaming Trends in 2021 | Joe Ki...
🖥️ The Future of PC Gaming • Future of PC Gaming | David Brevik, S...
🔴 Games Industry M&A • Games Industry M&A: Keys to Success w...
🔴 Netcode for Multiplayer Games • Netcode for Multiplayer Games | Glenn...
🔴 IDFA Deprecation Product Impact • Apple IDFA Deprecation: Product & Too...
🔴 Trip Hawkins on the New High Score • Trip Hawkins | The New High Score (Pa...
🔴 LiveOps F2P Best Practices • LiveOps - F2P Sales Best Practices 2020
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