It would make total sense if the management team decides to invest more in this side of the business as it has a ton of opportunities with the latest trends in AR/VR. Currently, over 50% of the world's video games are created from Unity. This is used across multiple industries like gaming, film, architecture, automotive, and more. What makes Unity special is its real-time 3D development platform and solutions, which allows professionals to create and operate applications and immersive experiences. But after a while, I start to feel like Unity's acquisition of ironSource might be a step in the wrong direction. It also allows Unity to strengthen its gaming monetization business. I originally thought the merger between the two companies made sense, as ironSource is profitable and undervalued in my opinion. I believe Unity is a sell after the merger. This is not good for the company as the ad business is a lot more cyclical, volatile, and has a much lower valuation. This is due to the shift in their business mix, which now focuses a lot more on the ad business. I don't think the deal will help Unity in the long term and may, in fact, harm them. This comes as a surprise as Unity shares are down over 80% from its all-time high last year and the company reported disastrous earnings in Q1 as faulty data from a large customer caused its advertising tool to place wrong ads in front of the wrong users.
UNITY IRONSOURCE SOFTWARE
Unity Software ( NYSE: U) recently announced a merger with Israeli app monetization company ironSource through an all-stock transaction valuing the company at $4.4 billion.
If you weren't around for the unity 3/4/5 years when the engine basically reinvented itself for the better with each major update, you might not recognize just how much worse it's been.AmnajKhetsamtip/iStock via Getty Images Investment Thesis They've failed to ship almost any any major new feature that you'd actually willingly integrate in a real commercial project over the last 5 years, last useful feature I can recall that changes how I actually use the engine in day to day was nested prefabs.
UNITY IRONSOURCE CODE
Unity's basically been in maintenance mode for years, the only reason it remains useful is because it maintains the widest range of build targets of any other engine, is extensible enough that 3rd parties can fill in the gaping holes in features and it's flexible enough that you can code your way around most engine issues and limitations. They don't focus on the engine first because the engine isn't really important to them.
UNITY IRONSOURCE FOR FREE
Companies that don't evolve die or stagnate, there is nothing stopping Unity catching up to Unreal in every area, and even Epic itself branched into having a EGS/crappy Steam wannabe that mostly exists to give out games for free and deprecate their value even more.Īlso have you looked at the roadmap the progress Unity did in the last 4 years is amazing, it's easy to overlook if you only focus on things you don't work, but it's undeniable that the engine is still growing in features and becoming better overall.Ĭlick to expand.The unfortunate truth is unity basically pivoted away from being a game engine first years ago into being primally an ad platform. If Microsoft only did programming tools they would never grow into a giant they are today, but they branched out into operating systems, Office, cloud, gaming and so on and did just fine. It's nothing unusual for companies to branch out into other areas to grow, every big company did that.
Click to expand.Except that it isn't a game engine first, maybe from our point of view but it's primarily a business, game engine is one of their products.
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