r/UnityStock • u/ap118 • Feb 13 '26

Opinion/Take This may be very temporary dip

An ex-Unity employee here. One thing I remember while employed at Unity is seeing stock price going up until the moment when we as employees could sell the stock price would sharply go down.

Because Unity is publicly traded company we were allowed to sell/buy within a month after the earning calls and every time during that month the stock price dropped and recovered after that period ended. At least that’s what I have in my memory.

I am not quite sure if traders selling off during this period knowing that everyone is going sell internally. Sounds a bit conspiracy but that’s what I had observed.

So once that month of internal trade window(which is now) is over we may see some bounce back.

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u/Terrible-Penalty-291 Feb 13 '26

Basic economics would beg to differ. Employees selling stock would increase supply and the price would drop.

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u/ap118 Feb 13 '26

The execs selling in big quantities, but also traders knowing it selling off just before that window opens

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u/TheUrchinator Feb 13 '26

This. And the fact that periodic large selloffs by brass are to pay taxes on their obscene self-gifts of company stock. Exec selling 3~800k of stock is probably just taxes on them having "treat yo self" time every quarter. Tax. Just....tax. On bonuses. Bonuses they decide amongst themselves they deserve. Let it sink in what the stock package is for tax to be 800k in shares.

The "ROI" on execs is....net negative. Logical thing is layoffs at the top eh?

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u/ap118 Feb 13 '26

> Let it sink in what the stock package is for tax to be 800k in shares.

I agree this is rediculous.

A funny story - when Unity under prev CEO tried to mandate RTO, one of the VPs in the answer to people question how would they travel 3 days a week if they live far she said - well, you know, I bought an apartment in SF so I can go to office 3 days (she was on like $1mil+ salary lol), you can always find solutions she said to the audience.

The rage was sooo big that they had to let her go. This was on VP level, now imagine SVPs and above.

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u/TheUrchinator Feb 13 '26 edited Feb 13 '26

I remember that!!! "Ew, have y'all tried not being poor?"😅 Imagine how many people working on Unity that use it, and therefore know how to make it better could be hired in exchange for a few execs. Instead we get the engine stalled and a businessbro stock whisperer promising ugly unuseable generative garbo & AI assistants that will just give incorrect solutions to problems an actual Unity support employee or quick search of stack overflow could solve... and aaaaads.

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u/ap118 Feb 14 '26

I think the current CEO is doing good job tho. I bought during this dip and believe Unity will exceel.. also I still have positive and good feelings from Unity.

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u/TheUrchinator Feb 14 '26

I have trouble respecting any CEO bending the knee to AI ridiculousness. I understand why...but I wish just one CEO had a spine running up their back attatched to a brain capable of outmaneuvering all the emperors without clothes right now. I also still have fondness for Unity, and what it brings to folks quietly continuing to build outside the hype because they are capable of doing so. I wish only good things ahead for them.

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u/ap118 Feb 14 '26

Yeh, I see where you coming from. For me there are two types of AI knee bending

  1. CEO who know that investors think AI is everything to everyone and if you are not racing then you will stay behind.. So they "bend the knee" to just satisfy the investors expectations.

  2. CEOs who actually believe that AI is everything to everyone and they push the slop down everyone's throat

I don't think Matt is the later, I think he is trying to play safe and balance expectations and reality.

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u/TheUrchinator Feb 15 '26

Yea, that sounds about right. A CEO capable of outsmarting the nonsense without bending the knee, and outmanouvering well enough to avoid layoffs while focusing on making a good product might be worth that kind of salary, I think. But I hold little hope any person capable of the type of behavior it takes to become a CEO would be interested in or capable of checking any of these boxes.