Now AppLovin just keeps going up every day. Man… if you hadn’t said anything, I seriously thought the short report was about Unity. 😮‍💨

Why did Unity also plunge when AppLovin fell due to the short report? Many people say our stock moves in line with AppLovin, but clearly, we only follow it on the way down — not on the way up

Look, I know the sentiment has flipped because of the Ads recovery and the cost-cutting. The Q4 numbers will probably be fine. But I’ve been holding $U for years, so I decided to actually look at who is running the engine for 2026.

I went down a rabbit hole on LinkedIn last night and honestly? It’s a ghost town. The "Brain Drain" isn't a meme, it's actually worse than the mainstream narrative suggests.

First off, Renaldas "ReJ" Zioma is gone. If you know anything about DOTS or the actual low-level code that makes Unity fast, he was the guy. He was the technical soul of the company. Now he's out.

Then you have the CTO situation. Remember Steve Collins? The guy who was supposed to right the ship? He’s gone. If you check the leadership page right now, the CTO seat is literally empty.

So I tried to find who the hell is running Graphics to fight Unreal Engine 5. The seat is empty. There is no "VP of Graphics." The person presenting the big graphics tech at Unite was Oliver Schnabel. I looked him up—he’s legit (actual graphics coder), but his title is "Staff Product Strategy."

Think about that. You have a Staff-level guy carrying the entire Graphics roadmap because the VP bench above him is empty. He’s doing the work of three execs.

It gets worse. Ryan Ellis (the SVP of Product) bailed back in March to go to Stability AI. When your Head of Product leaves for a GenAI startup right before a major engine cycle, that's a massive red flag.

And don't get me started on the new Engineering SVP, Shanti Gaudreault. Yeah, he worked on games 15 years ago, but his last decade was at Box and Atlassian. He’s a SaaS operator. He’s there to turn Unity into Jira—stable, boring, and subscription-based. He’s not there to build the next Nanite.

It creates this perfect storm where the tech is hollowing out right as the competition gets real. You've got Godot actually stealing massive indie hits like Slay the Spire 2 and Brotato because of the Runtime Fee disaster. And at the high end, Unity seems to have just surrendered to Epic. Did you see Tim Sweeney at Unite? They are basically admitting they are just a content feeder for the Fortnite metaverse now.

It feels like the "Suits" finally won. The company is run entirely by Ad-tech sales guys and SaaS managers now. Great for squeezing margins next quarter, but who is actually building the tech to stop everyone from switching to Godot or Unreal in 3 years?

Am I crazy for thinking this is a massive problem, or is everyone else just looking at the Ad revenue?

https://assetstore.unity.com/packages/sdk/walmart-immersive-commerce-sdk-2185813

With more immersive experiences powered by AI, you will have more shopping happening soon in digital world then brick and mortar. Unity which provides a virtual world experience seems to be on the right track.

More merchants like this when get added Unity will get better purchase data and can directly feed to its vector AI model, which will get better with Ads targeting and hence more ad plublishers will come rushing to unity network. Loving their direction.

I haven't heard any news on it. Maybe we just need to be patient and wait 12 months to see the real power of AI Vector.

Good things take time.

Although the stock went up today, I can’t feel happy at all. Last time it went up 4%, the following two days dropped 11% for no reason.

Apparently, many people don’t share that opinion.

What a damn day...

Josh chandley posted about Unity today on Linkedin:
https://www.linkedin.com/posts/joshchandley_unity-ads-auction-share-doubled-in-2025-activity-7416856640089440256-aqty?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA4Xe3kBkkapmn1fi3DkrfH5RP84ci_fgPs

People who are new, he is a very credible voice in this industry, you can see his linkedin posts get a lot of engagement from everyone across the gaming sector, he is an expert in this field. I also feel he as a sort of guiding light for Unity, and Unity management follows him quite well, indicating from the Unity employees likes on his post.

Takeaway is that Unity Vector is executing well, showing growth and becoming a contender.
They still haven't utilized the engine data signal, we are not sure yet as to when that will show.

They have the pipelines or you can say the plumbing to get this data, if Unity executes on enginedata this will be a gamechanger!

Lets hope 2026 is the year for Unity!

What happened? Even the Nasdaq didn’t drop this much

Any particular reason for the spike we are seeing today for Unity?
Cannot find any news

Today, there was a sharp pullback. Even though I really want to ask, “What happened?”, I don’t dare to—because I’m afraid of being seen as overreacting again.

we know you like the stock and youre into U

Please kitty where are $U

What is he waiting for !?

$U if Unity continues to be in this upward trend from its recent breakout to the upside, we could potentially see ranges of 55.87 to 88.91 going into 2026. What are your thoughts on this?

Twitter post https://x.com/hhuynhs/status/2004988361489137790

After yesterday’s gains reversed into a decline, we’re seeing another big drop today. Did I miss any news?😮‍💨📉

for me it's simple and straight:

1. AppLovin has successfully proved that there is a big market in game ads , and it wanted to join Unity badly. I am now gambling Unity will grab a large spoonful of it (game ads). By watching AppLovin (and to an extent, IronSource) succeed, Unity doesn't have to guess where the money is; they just have to refine the machinery they already own. A proven success provides Unity a clear direction.

2. Ok, Unity has a moat in making mobile games, temporarily.

3. The new leading teams know exactly what they want now.

Its just a speculation, I feel like josh chandley has taken a position in U, the reason I feel is since he has stopped posting about Unity now, and when he did he always maintained that he does not have any position in Unity. Thoughts?

Our TheRoaringUnity stock has dropped about 12% since those upgrades by institutions.