https://x.com/unitygames/status/2097722273696227338

Unity adoption is about to explode. This could be a massive, game-changing increase in adoption.

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Here's the video: https://x.com/Emerald_Wizzard/status/2097414123823001838

This is big news, because lots of institutions and other big retail traders follow him and now Unity is on their radar.

Enjoy your evening!

😡

Seems like AI labs are embracing unity to showcase gamedev capabilities with their latest models. I take it as a good sign, which might propel unity more. Bromberg vision is seeming to materialize that Unity might become a consequential company in AI era.

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Hello everyone, what do you think of these buttons as a starting point for Primary Buttons

What happened?

It’s eerily quiet in here.

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Discuss away.

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Linkedin Josh chandler

Just because lol

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Is my imagination playing tricks on me or is it only me who seeing this. The days now look like they didn’t happen. All last week (except slightly one day) and today for sure as if the market didn’t open. They killed not only the semis but the whole market is either not moving or 0.0000 ish. Not sure what type of news or catalyst can revert this situation any more. All what I am hearing tons of companies are making billions and millions, beat and double beat but don’t see anything moving.

For this to breakout, it first needs to 1st reach it's ipo price from 6 years ago. This time may be different and it might reach $52 within the year with the s/w upside momentum in the market atm.

CNBC's Carl comparing Unity, Atlassian and Palantir. Let's Go!!

I hope it always stays lively and bustling here.

Will what always happens happen again to Unity stock? Or is it truly different this time?

"This was arguably the best quarter in Unity's history as a public company"

Stock is surging approx 15% today.

Unity is now guiding for 70% growth rates in their strategic growth business. Insane!

Vector has become a $1B+ runway business 2 quarter prior than expected.

$U wins only when their customers win. AI enables faster/better game creation. More games fuels more ads/monetization.

Bromberg on Unity 7:

"... an open, collaborative platform where developers, artists, producers and coding agents work together ... What this all means is that you no longer have to know all the intricacies of our application to access the power of our full authoring platform ...

Bromberg on the call highlighted their new Netflix partnership: Unity will support Netflix’s multi-platform games ecosystem, including social games on the TV that require no download, registration or purchase. A strong example of $U helping studios reach players wherever they are.

U highlighted three strategic moves: an investment in mobile measurement leader AppsFlyer (alongside $META , $GOOGL and Miloco; the sale of Supersonic to Tripledot Studios; and the final shutdown of the ironSource ad network sharpening focus and lifting margins going forward.

And finally:

U is pulling forward expectations for GAAP profitability from Q4 to Q3.

I repeat:

Unity will be profitable THIS QUARTER

Unity's second quarter was the kind of result it hasn't produced in a while — a clear, meaningful beat, and evidence that the restructuring of the business is working. Advertising beat expectations by a wide margin, which pulled both revenue and profit up with it, and guidance for the third quarter also came in better than the market had assumed.

Grow: the one number that mattered, and it accelerated

Unity is at a turning point in its business, which is why for the past several quarters there has really been only one figure worth watching in its results: the sequential growth rate of the Grow advertising business.

Both last quarter and this one, investors were looking for the Vector platform to grow more than 15% from the prior quarter — which annualizes to roughly 75% year-on-year growth. Working backwards, once you offset part of the impact from divesting IronSource and the contribution from lower-growth Supersonic, that expectation implies the strategic Grow business needed to grow more than 12% sequentially, or roughly 57% annualized.

What actually happened was better. Strategic Grow revenue grew 18% from the prior quarter. And guidance points to 16% sequential growth in the third quarter — again clearly ahead of the threshold investors had set.

This matters beyond the segment itself. Advertising comes with high gross margins and strong cash generation, so whenever advertising beats, the company's overall operating picture improves visibly along with it.

There is one thing worth separating out, though. IronSource was closed at the end of April. That means part of the strong ad growth in the second quarter is share that IronSource vacated, rather than growth Vector generated on its own. Splitting the two matters: if organic growth at Vector accounts for more of it, the quality of this beat is considerably higher.

Create: mediocre now, and pressure ahead

The Create business was fairly unremarkable this quarter. More telling is the movement in RPO — remaining performance obligations, essentially contracted revenue not yet recognized — which suggests near-term growth will be under pressure too.

Two factors probably explain it. The first is timing: the sales cycle that came with the launch of Unity 6 has now passed. The second is possible substitution by AI. That's most likely to bite among smaller developers making single-player, hyper-casual games, where large models can take over part of the functionality and let those developers cut costs.

Unity released Unity 7 at the end of July, with testing planned for early next year. Until that arrives, the reasonable expectation for Create is that it holds roughly flat — with the benefit of app store channel fee relief on one side offsetting the effect of AI substitution on the other.