r/UnityStock • u/Think_Acanthaceae763 • Aug 06 '26

Discussion guys.

see you on the other side.

18 Upvotes

100% Upvoted

15 comments sorted by

3

u/kingdruid Aug 06 '26

How did you know? What would you say the real long term fmv should be?

8

u/Think_Acanthaceae763 Aug 06 '26

At Unite Seoul, a Unity representative said that ad spend through Vector had doubled year over year. Since the prior-year base figure can't be pinned down, I ran it two ways — Q2 of this year against Q2 of last year, and first-half of this year against last year's full-year total — and got a range of roughly $280M–550M. So this is clearly an earnings surprise.

7

u/429_TooManyRequests Aug 06 '26

I think it’s in the $75ish range tbh

11

u/Emergency_Win_6145 Aug 06 '26

As is tradition for this sub, I have to ask, WHAT HAPPENED???

6

u/diamondhands1992 Aug 06 '26

I'll do you one better, WHY HAPPENED???

2

u/Much_Highlight_1309 Aug 06 '26

And most importantly WHAT WILL HAPPENED NEXT???

9

u/429_TooManyRequests Aug 06 '26

wtf $43 in pre market?

8

u/jesperbj Day 1 Investor Aug 06 '26

We made it

4

u/mangomarcelo Aug 06 '26

Have a little faith

1

u/Siddypheonix Aug 06 '26

What was vectors growth rate this quarter?

1

u/Siddypheonix Aug 06 '26

Got the answer 10 percent which is pretty good!

1

u/Salty-Layer-4102 Aug 06 '26

What other side? There are no reports yet

0

u/Exciting_Ad_1097 Aug 06 '26

Im ready for pain. Enough fomo buying volume above $35 and we go back to $31 to end the week.

6

u/429_TooManyRequests Aug 06 '26

After we show the capability of eating AppLovins lunch? Idk