U Unity Software Inc

$U guys should probably stop tagging and just generally being shitty to the applovin board. Classless. There will come a day when they rip and we’re down, and all you’re doing is giving them fuel to return the favor. Something something rising tide.

$U My conservative Q3 estimate is >580M revenue and 605M guidance with a 30M GAAP profit. Possible another 10- 30M on top of those numbers depending on how much vector is accelerating.

$U UnitySpark in GooglePlayground is EaaS (Engine as a Service). Godot advantages including lightness and rapidity over Unity are gone, because building and authoring is on cloud. Only big commercial company can provide infrastrure API in cloud, not those free software or community. Plus, Unity has asset store. This monetizable authoring chain ensures the game made by Unity is better than Roblox and Godot.

$U better hope MB has at least a good report and a decent guide. Otherwise market gods are taking big chops at anyone and everyone lol. Let’s ride!

$U Unity keeps stacking bullish catalysts. The $NVDA partnership optimizes performance and AI capabilities. The $META partnership expands Unity across more platforms and devices. Now the $GOOG partnership dramatically expands the potential creator base — while creating an even bigger funnel for Unity Vector to scale monetization. Meanwhile, $APP just took a loss in court. Better technology. More platforms. More creators. More monetization opportunities. Less competitive pressure. Everything is moving in the right direction for Unity.

$U Unity keeps stacking bullish catalysts. The $NVDA partnership optimizes performance and AI capabilities. The $META partnership expands Unity across more platforms and devices. Now the $GOOG partnership dramatically expands the potential creator base — while creating an even bigger funnel for Unity Vector to scale monetization. Meanwhile, $APP just took a loss in court. Better technology. More platforms. More creators. More monetization opportunities. Less competitive pressure. Everything is moving in the right direction for Unity.

$U Unity is effectively turning its Asset Store into a more granular, AI-discoverable content library, laying the groundwork for new distribution and monetisation opportunities through Unity Spark. Rather than scraping or altering developers’ original asset packages, Unity is creating individual, searchable entries for the assets within them, each with its own preview, description and metadata, making creators’ work easier to discover and potentially exposing it to a much larger audience. This itemisation is being rolled out across the entire Asset Store catalogue by default, although publishers are notified before their content goes live and can exclude individual assets or entire packages, including from Spark. If Unity eventually enables paid asset purchases or licensing through AI-driven workflows, it could strengthen the economic value of its content ecosystem without having to create every asset itself.

$U everyone I know is linking up unity mcp to claude... it works flawlessly. Plus unity/unreal partnership. Plus unity $goog games partnership. All of these funnel straight into the vector ads... I expect an explosion of use. Mea while they were already starting to eat into $apP ... these will only accelerate the flippening

$U people are bringing retro games and even games built with other engines to unity's new version can't wait to see what happens when unity 7 with coreclr releases

$U Unity just posted a lightning CLI video on youtube — basically automating a huge part of gaming workflow by AI. From what I see they are literally the only engine focusing on AI workflow optimization. At some point one shot a game from Unity engine will be 10 times better than one shot from any other engine.

$U I installed unity 7 alpha to see coreclr editor and performance jump. test project I made using claude was on unity 6.3 intially then I moved it to unity 6.6 then unity 7. ai handled the changes to move from 6.3 to 6.6 with zero issues. I didn't change anything for unity 7 and it works. it is much much faster and smooth

$U took some time to accept 46s maybe needs some time to accept 47 but this should be at 60s 🤷‍♂️

$U Thanks for sharing the great video! 12:40 and 17:45 is the key number moments. He started Unity super late, but its performance is on par with App two weeks in. On 17:45, you see Unity provides the most install, has the best ROAS by day 14 — 92% vs google at 84% vs App at 78%, despite being the last addition but it ramps up super quickly for him. Really a great video of actual numbers. It is not focusing on unity btw and he wasnt a fan of Unity ads to start with!

$U never seen a stock go up after a downgrade. But this stock will go down after an upgrade.

$U  speaking video games… My autistic son has been working on this for five years. The demo just dropped on steam. Let’s get some good karma going and check the demo and blow it up some +++reviews!!!!! 🙏 😀 🤩 Support Indie gamers!!!

$U don’t know what Unity needs to prove , what’s the market waiting for , a cure for cancer ?

$U TikTok reject minigame made with H5. It only accept native runtime generated by game engine like Unity.

$U Same pattern every day these days. Scared hands sell, but the stock ends up going up in the end with buyers coming in! Selling before the ER doesn’t make sense here!

$U how is everyone feeling before earnings … I feel like they’re going to screw over everyone and then pump it to the max lol

$U APP more weakness today, a sign for mediocre earnings to come? Given that unity has directly impacted their revenue