Unity Software Inc. (NYSE:U) Q2 2024 Earnings Call Transcript August 8, 2024 5:00 PM ET Company Participants Daniel Amir - VP and Head of IR Matt Bromberg - CEO Luis Visoso - CFO Conference Call Participants Clark Lampen - BTIG Matt Cost - Morgan Stanley Ross Sandler - Barclays Gili Naftalovich - Goldman Sachs Dylan Becker - William Blair Parker Lane - Stifel Josh Tilton - Wolfe Daniel Amir Welcome to Unity's Second Quarter 2024 Earnings Call. My name is Daniel Amir, VP and Head of Investor Relations. After ...

收入下降 - 公司总收入在三个月和六个月期间均有所下降，主要由于Create Solutions收入下降以及Grow Solutions收入下降[100][101] - Create Solutions收入下降主要由于终止与Wētā FX Limited的订阅协议、专业服务收入和云服务收入下降,部分被订阅收入增加所抵消[100][101] - Grow Solutions收入下降主要受到广告市场竞争加剧的负面影响[101] 毛利率下降 - 公司毛利率有所下降,主要由于重点调整产品组合以专注于Unity引擎、云服务和广告变现解决方案[102] 员工裁员 - 公司于2024年1月宣布裁员约25%,并与ironSource Ltd.创始人达成离职协议,导致计提了约2.01亿美元的员工分离费用[103] 费用变化 - 公司研发费用和销售及营销费用预计将长期增加但短期内会有所下降，以应对战略组合的重置[105,106] - 公司一般及行政费用长期将随业务规模扩大而增加，短期内也会有所下降[106] - 利息费用随着公司债务规模的减少而下降[107] 其他收支 - 利息收入和其他收支净额增加主要由于外汇收益和回购可转债收益[108,109] - 所得税费用下降主要由于员工裁员相关的税收优惠和持续重组努力[110] 经营情况改善 - 公司调整后毛利率和调整后EBITDA指标显示公司经营情况有所改善[112,113,114] - 公司经营活动产生的现金流增加，主要由于净亏损减少和非现金项目调整[120] 投资和筹资活动 - 公司投资活动现金流出主要用于购置固定资产[121] - 公司筹资活动现金流出主要用于偿还可转债[122] - 公司现金及现金等价物净减少主要由于筹资活动现金流出[119] 会计政策 - 公司采用美国公认会计准则编制财务报表，需要做出估计和假设[123] - 公司将在未来财务报表中反映这些估计和假设的实际差异[123] 风险管理 - 公司市场风险敞口自上一年度年报以来未发生重大变化[124][124]

财务表现 - 公司总收入为XXX美元，同比增长XX%[6] - 公司云服务业务收入为XXX美元，同比增长XX%[6] - 公司预计第三季度收入将达到XXX美元[6] 用户增长 - 公司用户数达到XXX万，同比增长XX%[6] 未来发展计划 - 公司未来将继续加大新产品和新技术的研发投入[6] - 公司将进一步拓展海外市场，并积极寻求并购机会[6] - 公司将继续优化成本结构，提高运营效率[6] - 公司对未来发展前景保持乐观[6] - 公司将持续专注于为客户提供优质的产品和服务[6] 财报发布 - 公司在2024年第二季度发布了财报[6]

Unity Software Inc. (U) closed the most recent trading day at $16.35, moving -1.57% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.08% for the day. On the other hand, the Dow registered a loss of 0.12%, and the technology-centric Nasdaq increased by 0.07%.The the stock of company has risen by 2.15% in the past month, leading the Computer and Technology sector's loss of 4.62% and the S&P 500's loss of 0.21%.The investment community will be closely monitor ...

The growth potential and better valuation are there. But can the software company make improvements to the bottom line?In 2021, the metaverse was creating the loudest buzz in the investing world, and Unity Software (U -0.98%) was seen as a key architect of that future. The stock soared past $200 per share because management said it expected to grow revenue at a compound annual growth rate of at least 30% for the foreseeable future.In the first quarter of 2024, Unity's revenue dropped 8% year over year. In s ...

Unity Software Inc. (U) ended the recent trading session at $16.21, demonstrating a -0.98% swing from the preceding day's closing price. This change lagged the S&P 500's 0.71% loss on the day. At the same time, the Dow lost 0.93%, and the tech-heavy Nasdaq lost 0.81%.The the stock of company has risen by 5.41% in the past month, leading the Computer and Technology sector's loss of 3.88% and the S&P 500's gain of 1.08%.Analysts and investors alike will be keeping a close eye on the performance of Unity Softw ...

文章核心观点 - Unity公司作为游戏引擎开发商,面临着多年来一系列错误决策的困扰 [1][2][3][4] - Unity公司需要新任CEO Matthew Bromberg重建开发者的信任,并将公司转变为一个可持续的业务 [5][6][7] - 尽管Unity的核心产品在游戏行业中地位重要,但短期内公司的业绩和前景仍存在很大不确定性,需要长期投资者的耐心 [8][9][10][11][12][13] 根据相关目录分别进行总结 Unity公司的错误决策 - 2022年以44亿美元收购app变现平台ironSource,但未能带来预期的业绩 [2] - 公司规模扩张过快,导致过度分散和巨额亏损,今年裁员25%进行"公司重置" [3] - 去年推出的"运行时费用"计划引发开发者的强烈反对,最终导致前CEO John Riccitiello下台 [4] Unity公司的转型举措 - 新任CEO Matthew Bromberg面临重建开发者信任和实现可持续经营的艰巨任务 [5] - 裁员和收缩非核心业务有助于改善成本控制,但收入增长仍然乏力 [6] - 未来将从游戏安装量或收入分成中获得新的收入来源,但需要一定时间 [7] Unity公司的投资价值分析 - 短期内业绩和前景存在较大不确定性,很难对股票给出买入评级 [8] - 但公司的游戏引擎在行业中地位重要,为开发者提供便利的工具和变现渠道 [9] - 股价已大幅下跌,对于有耐心的长期投资者来说或许是一个合理的转机会 [10][11][12][13]

Unity shares have never been lower and there may be nothing but upside ahead.Shares of Unity (U 0.37%) have cratered after weak financial results and a botched change to the company's pricing model. But is this an opportunity for investors? Travis Hoium covers the company's latest results and potential upside in the video below.*Stock prices used were end-of-day prices of June 14, 2024. The video was published on June 16, 2024. ...

Unity Software Inc. (U) closed at $16.46 in the latest trading session, marking a +0.37% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.77%. Elsewhere, the Dow gained 0.49%, while the tech-heavy Nasdaq added 0.95%.Coming into today, shares of the company had lost 24.32% in the past month. In that same time, the Computer and Technology sector lost 3.05%, while the S&P 500 gained 3.71%.Market participants will be closely following the financial results of Unity Soft ...

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