The company is tossing an unpopular fee but prices are still going up.Shares of Unity Software (U 9.79%) were slightly down in early trading on Thursday. But just before noon ET, the stock suddenly popped due to a big announcement regarding its pricing structure. As of 2:30 p.m. ET, Unity stock was up about 12%.Unity waves the white flag on runtime feesMany of Unity's customers use its software to create mobile games and monetize them. And the company has long sold its software as a subscription, charging d ...

Unity Software Inc. NYSE: U is a leading platform used by software developers to create and manage real-time 3D content. Its core product is the Unity game engine, which video game developers use to create video games and interactive and immersive entertainment. Unity's game engine is used in nearly 50% of all video games and 70% of the world’s top 1,000 mobile games.Unity Software TodayUUnity Software$16.72 -0.45 (-2.62%) 52-Week Range$13.90▼$43.54Price Target$26.46Add to WatchlistThe computer and technolo ...

Morgan Stanley just called a bottom on plummeting Unity Software stock.Investment bank Morgan Stanley upgraded shares of 3D graphics software company Unity Software (U 8.77%) to overweight this morning, and raised its price target to $22 per share.Unity stock responded by soaring 8% through 10 a.m. ET Tuesday.What Morgan Stanley said about Unity stockQuoted by Street Insider this morning, Morgan Stanley analyst Matthew Cost cited significant price underperformance by Unity stock (down 57% over the last 52 w ...

文章核心观点 - Unity公司的游戏引擎仍然是一项重要且难以复制的资产 [11] - Unity公司正在进行全面的机器学习和数据基础设施重建,以创造一个更敏捷的环境来促进创新 [14] - Unity公司的广告技术存在问题,需要一定时间才能得到解决 [14] - Unity公司的数字孪生解决方案是业务中表现最强劲的部分,但规模仍然太小,无法抵消其他业务部分的疲软 [17] 公司业务分析 - Unity公司的游戏引擎被广泛应用,70%的全球顶级移动游戏基于Unity构建,每月平均有37亿次应用下载 [11] - Unity公司最近的投资主要集中在创建更全面的引擎,将公司推向更接近Epic的方向,但也减少了对艺术家工具和AI的关注 [12] - Unity公司计划在今年秋季推出Unity 6,这将有助于提高引擎的盈利能力,但影响需要一定时间 [13] - Unity公司的广告业务存在大问题,尽管公司每月提供650亿次广告展示,覆盖15亿个独立游戏玩家,但广告技术落后,短期内难以弥补 [14] - Unity公司的Create业务收入增长4%,主要得益于订阅收入增长14%以及价格上涨和客户升级到更高价格订阅 [15] - Unity公司的Grow业务收入下降9%,主要受到广告业务压力的影响,但Aura业务表现强劲 [15] 财务分析 - Unity公司第二季度收入为4.49亿美元,同比下降16% [15] - Unity公司预计第三季度战略业务组合收入为4.15-4.2亿美元,同比下降4-6% [15] - Unity公司全年收入预期为16.8-16.9亿美元,同比下降2-3%,低于之前的指引 [15] - Unity公司毛利率持续回升,得益于成本控制和收入结构改善,但受机器学习投资的抵消 [16] - Unity公司调整后EBITDA为1.13亿美元,经营亏损约1.3亿美元,盈利和现金流改善但仍远未实现盈利 [16]

That price target actually represents a reduction from his previous evaluation.To put it mildly, Unity Software (U 1.27%) has not been a well-performing stock this year. It has lost nearly 60% of its value while the benchmark S&P 500 index has gained in excess of 16%.Yet the stock still has believers who feel it can head skyward before long. One of them recently cut his price target on the shares, but still thinks better days are ahead for the company.A somewhat contrarian viewAnalyst Jason Bazinet from Cit ...

Unity Software stock has likely surprised many investors with its performance in recent years.There's been a lot of interest in Unity Software (U 0.36%) in recent years. You might understand why when you learn that the company "offers a suite of tools to create, market, and grow games and interactive experiences across multiple platforms from mobile, PC, and console, to spatial computing."Video gaming is big business, after all. Per Grand View Research, the video game market was valued at around $217 billio ...

There's new management in town, so investors are hoping there will be positive changes.Unity Technologies (U 1.16%) went public in 2020 to sky-high expectations, and for good reason. According to the company, more than 70% of video games for mobile devices are made using its game-engine software, giving it a prominent place in the industry.The business also makes money with advertising services. And having this many apps in its ecosystem gives it an advantage over its competition, in theory.Consider, too, t ...

BlackJack3D Unity Software Inc. (NYSE:U) has undergone a lackluster q2'24 earnings release in which revenue continued its decline for both Create and Grow segments for a total decline of -16%. Management is taking strides to turn this company around with a new CEO taking the helm, bringing in new growth initiatives to recreate their ad-revenue segment using machine learning and other dynamic features. Despite the excitement, management restated their eFY24 forecast with a significantly reduced revenue traje ...

Why there could be a better stock to buy in the space.In its first earnings report under Matt Bromberg, the new CEO of Unity Software (U 6.84%) slashed the company's guidance for the year and looked to reset expectations. It is the next step in trying to turn around a company that has seen its stock slump over 60% in 2024.Let's take a close look at Unity's most recent earnings report and the potential for a turnaround.Slashing guidanceThings started to turn south for Unity last fall when the company tried t ...

报告公司投资评级 - Unity被评为"买入"评级 [5] 报告的核心观点 - 2Q24 Unity的收入为4.49亿美元,符合预期,其中战略组合收入为4.26亿美元,调整后EBITDA为1.13亿美元,均优于预期 [2] - 公司对三季度保持谨慎,预计战略组合收入为4.15亿-4.20亿美元,同比下降4%-6%,调整后EBITDA为0.75亿-0.80亿美元 [2] - 公司下调2024年全年指引,预计战略组合收入16.80亿-16.90亿美元,同比下降2%-3%;调整后EBITDA为3.40亿-3.50亿美元 [2] - 引擎订阅业务延续双位数增长,订阅收入同比增长14% [3] - 广告业务仍然承压,收入同比下降9% [4] - 公司正在重建机器学习堆栈和数据基础架构以增强广告技术能力,并聘请了Jim Payne担任广告业务的首席产品官 [4] 财务数据总结 - 2022年营业收入为13.91亿美元,同比增长25.3% [19] - 2022年经营亏损为8.82亿美元,2023年预计亏损8.33亿美元 [19] - 2022年调整后EBITDA为-0.71亿美元 [11] - 2024年预计收入为17.63亿美元,调整后EBITDA率为20% [5] 估值分析 - 浦银国际下调目标价至20美元,对应2024E/2025E 24.4x/19.8x EV/EBITDA [5] - 市场预期区间为10-37美元 [14][15] 投资风险 - 行业增长放缓 - 产品表现不及预期 - 竞争激烈 [5]