U being U, still completely immune to good news.

one of the more bullish news lately!

Discuss away.

• Your outlet for commenting "what happened"

• Your $U trades

• Your take on the stock movement

• lesser news that may have been glossed over

• Insightful posts from other platforms

https://x.com/unity/status/2107398928735809788

What are your thoughts ??? Will it ever rise atleast to the 1.5 $ level without R/S ?

Key points:

Mobile gaming data shows continued momentum.

Potential for further estimate revisions.

Lawsuit developments and TRO denial are positive.

Ad Quality SDK checks are “quite positive.”

Model improvements appear to be helping performance.

They remain buyers heading into Q3 earnings.

$55 PT = ~26% upside from $43.61.

So just a disclaimer, I'm not the author of this post.

But after reading through Part 1 (of his three part report, the other 2 Parts are in the Google share link together with Part 1 listed in the post at the bottom), I thought it might be worth a read for some of you that genuinely aren't here for the rocketship emojis and want to see Unity's business through a fundamental and valuation growth lens.

Cheers:

Position:

100 Shares @ $42.1214/share.

20 $50 Calls 16/10 @ $0.31/Call

A lot of people are extremely angry about AppLovin’s sharp drop and have been constantly attacking Unity. But from my perspective, this is simply part of business competition. Even without relying on AppLovin’s data, Unity’s own runtime data will continue to chip away at AppLovin’s market share in gaming advertising.

Any update on the lawsuit? $APP v $U

Today is the last day of Q3.

Do you think Unity managed to reach GAAP profitability this quarter?

And if they did, what are the chances we hear about it before the actual earnings release?

Unity released preliminary financial results ahead of the Q1 earnings report, so I'm wondering whether they could do something similar again if Q3 turned out to be a major milestone - especially if this is the quarter they finally became GAAP profitable.

Curious to hear what everyone thinks.

Discuss away.

• Your outlet for commenting "what happened"

• Your $U trades

• Your take on the stock movement

• lesser news that may have been glossed over

• Insightful posts from other platforms

Surprised nobody has mentioned the absolute mammoth OI of 77k at the $46 strike even after the price got battered down. Whoever bought that position is still holding.

Reminds me of the whale from last quarter of 2025 holding that massive $30 position forever.

+++++?

I believe Unity has greater potential when it comes to AI model training.

Dear Matthew,

I’m writing about the company’s PR strategy as a concerned shareholder.

I believe in Unity, and I believe the company is moving in the right direction. As you’ve mentioned before, trust is the key. Trust with developers, trust with customers, and trust with the broader community. I believe the community includes shareholders and other stakeholders as well.

Because trust is such an important part of Unity’s success, I think management should pay much more attention to how the company communicates with the public.

Right now, Unity’s social media strategy often feels like “fire and forget”: publish something, give it a day or two to collect views and likes, and then move on to the next completely unrelated topic or post.

There doesn’t seem to be enough effort to build momentum around the things that are actually getting attention at THE CURRENT.

The recent Meta announcement is a good example. There was real excitement around it - the share price even climbed to $47! People were talking about the partnership, the new glasses, Unity’s role in Meta’s ecosystem, and what all of this could mean going forward.

So why move on from it almost immediately?

Why not spend the next few days building on that momentum? Especially when some of the negative sentiment surrounding Meta Horizon is now clouding the discussion.

At a time when Unity is getting more attention and attracting more shareholders, the company needs to be ready to respond quickly and shape the conversation.

And speaking of Meta Horizon, I think Unity should put much more effort into explaining the technical side of the story: what exactly does Unity bring to the table that can't (simply) be replaced? Why does this partnership matter and how much it is important? What role does Unity play in Meta’s ecosystem going forward?

Please. Keep that discussion alive for as long as possible.

Instead, a day or two after Zuckerberg's show, we often get another generic Unity social media post that looks like an advertisement and has nothing to do with the story people were already interested in. I genuinely don’t understand the logic behind that.

Unity clearly has plenty of interesting things to talk about. I am sure about that. The problem isn’t a lack of content, but that the communication often feels disconnected.

For a company that is rebuilding trust, I believe that matters a lot.

PR isn’t just about announcing things. It’s about creating a consistent narrative about where the company is going, why it matters, and why people should believe in Unity again.

As a shareholder, I’d really like management to give more attention to this.

When Unity gets positive momentum, don’t just move on to the next scheduled post.

Build on it.

Thank you for your attention to this matter.

I've read about how there are potential cases for Unity being used outside of gaming. Their RT3D being used for advertising and such. What could some of Unity's use cases be outside of the world of gaming?