102 annotations
I hope you'll listen carefully. We're getting great traction in the market
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Transcript
2023 Q2
25 Feb 24
the number of areas that makes sense, whether it is consumer products companies, whether that's industrial companies and visualization. Obviously, in gaming, I feel like we have a number of opportunities.
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2023 Q3
17 Jan 24
the good news is because of just the nature of the technology and the fact that it is a platform business, it's very highly defensible. And again, real-time 3D, which 1 could argue is interactive 3D. We're really the only way to do that across myriad platforms at scale
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2023 Q3
17 Jan 24
it's a matter of really kind of what is the pathway to focused execution, deliver results on one, add another, deliver on that at another.
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2023 Q3
17 Jan 24
this really is a very powerful, very defensible moat of technology
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2023 Q3
17 Jan 24
I think Q1 might be a little because we haven't finished it. But no, I wouldn't think our margins in Q2 would be that different than Q4 next year
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2023 Q3
17 Jan 24
we will start implementing this quarter will be 100% done next quarter, and that's it.
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2023 Q3
17 Jan 24
we're not thinking about a long transition
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2023 Q3
17 Jan 24
So I don't think you're going to see a real dip at all even this quarter and certainly not as we get into next year.
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2023 Q3
17 Jan 24
And so this is more about looking at kind of peeling off some things that we were doing at that frankly aren't profitable.
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2023 Q3
17 Jan 24
I'm thinking '24 already just being more focused you'll see kind of improved gross performance.
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2023 Q3
17 Jan 24
You're still going to guide for '24 next year, which will be another important catalyst for the stock.
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2023 Q3
17 Jan 24
the run time fee is important for multiple reasons
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2023 Q3
17 Jan 24
the gaming market is a lower-margin market.
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2023 Q3
17 Jan 24
how you start to close the gap between really high and fairly dominant developer share and your revenue share at present? Is a variable rate model like run time really the key to unlocking that upside? Or are there other adjustments that as you look at that business, you think need to be made to ensure it can grow?
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2023 Q3
17 Jan 24
we're doing everything we can to have a very strong 2024, that's our goal
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2023 Q3
8 Jan 24
Unity estimates that it will incur approximately $26 million in charges in connection with the restructuring
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8-K
8 Jan 24
On May 2, 2023, Unity Software Inc. (“Unity” or the “Company”) announced the reduction of approximately 600 employee roles, or 8% of its workforce
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8-K
8 Jan 24
Company Reaffirms Third Quarter 2023 Guidance
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8-K
8 Jan 24
The Company will recognize deferred revenue and additional consideration in connection with the amendments of approximately $114 million, and will expense the recorded cost of a related contract intangible asset of approximately $131 million, which will occur in the fourth quarter of 2023.
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8-K
8 Jan 24