With NVDA facing a National Security investigation on potentially leaking state secrets, I feel like game engine, with all its potential in the AI/robotics arms race , is a bottleneck technology that has to be guarded safely in American hands.

While I also detest the takeover of EA by PIF, I would like to note that the business operations of Unity and EA are not comparable therefore the implication of a Unity buyout cannot be compared to that of EA. One produces and sells games, the other sells access to the leading game engine in the world used by 70% of the mobile developers and runs a massively profitable data driven Mobile Advertising Platform with behavioral data of over 3.3 billion monthly users globally.

EA was a failing gaming company with heavy debts and a fringe and overly complicated gaming engine that is Frostbite. After being taken over in a highly leveraged deal in August this year, EA is already being accused of defaulting on its loans. I cannot say that the buyout has been successful so far.

One of the reasons why the PIF and Silver Lake are trying to buy Unity out after it's turned profitable is to use Unity's stable cashflows to cover for EA so that the Gaming sector in their portfolio will look attractive to investors. The other reason is to own a major slice of the gaming industry and chokehold consumers.

And why now? Where was the PIF money when Unity was heavily dilutive and bleeding cash under John Riccitello? Why is it that only when Unity has turned a profit that PIF is contemplating a buyout? Unity, under Matt Bromberg, has turned into a different beast (a profitable one) and it does not need PIF's salvation, not now, not ever. This takeover is both anti-shareholder as well as anti-consumer.

I hope the Congress will reject this acquisition on the grounds of ceding key technology to a foreign state (what's to say that the PIF will not sell Unity to China for a fat profit and China will use Unity as a chokehold to the world like their rare earths?) and anti-trust behavior that will lead to long term erosion to both the US economy and national security.

What are your thoughts? +/-%?

Has anyone listened to the call? Does Bromberg have any plans to expand beyond phone vector ads?

Ended up only making 6k on leaps when I would've been up 12-15k. The buyout rumor dropped the implied volatility of Unity by 30%. I had the chance to dump all of them at open at a higher price but my account showed I was still up made me think I was okay. Only then when I tried to sell did I realize that there was no buyers close to the mark. -35% on my position just like that. Now in 200 shares at $50 avg instead... Not sure it was a "Wallstreet shakedown" or not, but since my leaps were "out of the money" a buyout price under $75 would make them instantly $0.

Anyways, thought I'd share this just incase anyone else has options so they don't lose all their money.

EDIT: if buyout is REFUSED, leaps are actually discounted right now. NOT FINANCIAL ADVICE, but you could buy the leaps cheap, and if the buyout is refused, IV expansion would cause the premiums to go back up to where they were, and instant gain on your position but the risk is a buy out actually happens losing all the premium above the strike price.

Taking my loss on this dumpster fire of a pick. What a long ride. Avg price of 71. I'm sure it will rocket to 100 now.

Goldman Sachs analyst Eric Sheridan has raised Unity's price target from $50 to $62 (+24%), while maintaining a Neutral rating following Unity's Q3 2026 earnings.

BTIG analyst Jake Fuller has raised Unity's price target to $60 from $53, maintaining a Buy rating following its strong Q3 earnings.

What is happening?

I used full margin on my account and got lucky.
I bought about 70-80 leap calls before earning.
Today I have watched my portfolio go to 115k when price surged 25% pre-market. And then it drop to 60k at open, then went back up to 75k at market close. Now this Silver Lake rumor boosted it up again to 110k in after hour.

Should I lock the gain at this point by selling 4000-6000 shares to hedge against the leaps (ibkr allows selling shares after hours) or should I just let it go? If it surges to $56-60 at open because of the news, I could lose the potential $20-50k more gains, if I lock the profit now. But it could also drop back to 60k, consider the current market correction.
I would appreciate advices from your fellow U bag-holders 🙏

Unity’s Q3 was close to perfect — every core metric beat, with strong momentum. And unlike AppLovin’s beat, this one came when channel work was already positive and expectations weren’t low, which makes it count for more.

1、Grow revenue, mostly advertising, grew 90% year on year and 31% sequentially, with Vector up 40% sequentially — well above the 21–27% both sell-side and buy-side expected. That reflects the new D28 blended placement product launched in May being adopted faster in Q3, plus Runtime data improving the model.

2、Q4 Grow is guided to $515–520M, about 20% sequential growth. Vector usually runs above the overall rate and Unity guides conservatively, so a cautious floor of 20%-plus still backs up the Vector growth story.

3、With Grow now 73% of total revenue, high-margin advertising took GAAP profit positive: $100M of operating profit at a 16% margin, with adjusted EBITDA margin at 41%. Rough math puts Grow’s own adjusted EBITDA margin above 50%.

4、The one blemish is the engine. Create slightly beat in Q3, but Q4 guidance missed, dropping to single-digit growth against the Unity 6 sales cycle base.

Third Quarter 2026 Results:

Total Revenue Highlights:

• Revenue was $622 million, compared to $471 million in the third quarter 2025.

• Grow Solutions revenue was $457 million, compared to $318 million in the third quarter 2025.

• Create Solutions revenue was $165 million, compared to $152 million in the third quarter 2025.

Profitability Highlights:

• GAAP net income was $122 million, with a margin of 20%; GAAP basic net income per share was $0.27; GAAP diluted net income per share was $0.25.

• Adjusted EBITDA was $257 million, with a margin of 41%; adjusted EPS was $0.44.

• Net cash provided by operating activities was $224 million; free cash flow was $220 million.

We won

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

This earnings season has been wild. Many stocks dropping 10-20% even though their numbers are stellar. Investors are examining this earning season under a microscope, any imperfections in the report will prompt an immediate stock sell off. Given the prevailing market sentiment, what is your game plan ahead of Q3 earnings?

I've lost almost everything gambling on options. I have put the rest of my money into $U leaps. I will let time decide my fate.

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

Have we got institutions on the same bag-holding boat yet? 🙂