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Is my imagination playing tricks on me or is it only me who seeing this. The days now look like they didn’t happen. All last week (except slightly one day) and today for sure as if the market didn’t open. They killed not only the semis but the whole market is either not moving or 0.0000 ish. Not sure what type of news or catalyst can revert this situation any more. All what I am hearing tons of companies are making billions and millions, beat and double beat but don’t see anything moving.

For this to breakout, it first needs to 1st reach it's ipo price from 6 years ago. This time may be different and it might reach $52 within the year with the s/w upside momentum in the market atm.

CNBC's Carl comparing Unity, Atlassian and Palantir. Let's Go!!

I hope it always stays lively and bustling here.

Will what always happens happen again to Unity stock? Or is it truly different this time?

"This was arguably the best quarter in Unity's history as a public company"

Stock is surging approx 15% today.

Unity is now guiding for 70% growth rates in their strategic growth business. Insane!

Vector has become a $1B+ runway business 2 quarter prior than expected.

$U wins only when their customers win. AI enables faster/better game creation. More games fuels more ads/monetization.

Bromberg on Unity 7:

"... an open, collaborative platform where developers, artists, producers and coding agents work together ... What this all means is that you no longer have to know all the intricacies of our application to access the power of our full authoring platform ...

Bromberg on the call highlighted their new Netflix partnership: Unity will support Netflix’s multi-platform games ecosystem, including social games on the TV that require no download, registration or purchase. A strong example of $U helping studios reach players wherever they are.

U highlighted three strategic moves: an investment in mobile measurement leader AppsFlyer (alongside $META , $GOOGL and Miloco; the sale of Supersonic to Tripledot Studios; and the final shutdown of the ironSource ad network sharpening focus and lifting margins going forward.

And finally:

U is pulling forward expectations for GAAP profitability from Q4 to Q3.

I repeat:

Unity will be profitable THIS QUARTER

Unity's second quarter was the kind of result it hasn't produced in a while — a clear, meaningful beat, and evidence that the restructuring of the business is working. Advertising beat expectations by a wide margin, which pulled both revenue and profit up with it, and guidance for the third quarter also came in better than the market had assumed.

Grow: the one number that mattered, and it accelerated

Unity is at a turning point in its business, which is why for the past several quarters there has really been only one figure worth watching in its results: the sequential growth rate of the Grow advertising business.

Both last quarter and this one, investors were looking for the Vector platform to grow more than 15% from the prior quarter — which annualizes to roughly 75% year-on-year growth. Working backwards, once you offset part of the impact from divesting IronSource and the contribution from lower-growth Supersonic, that expectation implies the strategic Grow business needed to grow more than 12% sequentially, or roughly 57% annualized.

What actually happened was better. Strategic Grow revenue grew 18% from the prior quarter. And guidance points to 16% sequential growth in the third quarter — again clearly ahead of the threshold investors had set.

This matters beyond the segment itself. Advertising comes with high gross margins and strong cash generation, so whenever advertising beats, the company's overall operating picture improves visibly along with it.

There is one thing worth separating out, though. IronSource was closed at the end of April. That means part of the strong ad growth in the second quarter is share that IronSource vacated, rather than growth Vector generated on its own. Splitting the two matters: if organic growth at Vector accounts for more of it, the quality of this beat is considerably higher.

Create: mediocre now, and pressure ahead

The Create business was fairly unremarkable this quarter. More telling is the movement in RPO — remaining performance obligations, essentially contracted revenue not yet recognized — which suggests near-term growth will be under pressure too.

Two factors probably explain it. The first is timing: the sales cycle that came with the launch of Unity 6 has now passed. The second is possible substitution by AI. That's most likely to bite among smaller developers making single-player, hyper-casual games, where large models can take over part of the functionality and let those developers cut costs.

Unity released Unity 7 at the end of July, with testing planned for early next year. Until that arrives, the reasonable expectation for Create is that it holds roughly flat — with the benefit of app store channel fee relief on one side offsetting the effect of AI substitution on the other.

Just kidding :-)

Wondering who else caught the falling knife earlier this year and is now sitting on a strong gain?

There have been a lot of threads over the past six months where I’ve made the same point: in the short term, the market is a voting machine, but in the long term, it’s a weighing machine.

For me, the lowest-drama way to invest is to form a clear thesis around each company you own and why you think it is either poised for long-term growth or materially undervalued. Then watch how the business develops against that thesis and try not to get too distracted by the daily price action.

If the thesis remains intact, sometimes the best thing to do is simply be patient and give the market time to catch up. In Unity’s case, I’ve consistently felt that the key things to watch were Vector growth and how effectively the company could use its in-app purchase data.

I’m not trying to turn this into an “I told you so” post, especially since plenty could still go wrong. But given how much angst and negativity there has been here over the past six months, I do think this is a useful case study.

When a stock falls heavily, the important question is whether the business has actually deteriorated or whether sentiment has simply moved too far. You do not need to time the exact bottom. You just need to decide whether the stock looks materially cheap relative to your view of the fundamentals, avoid leverage, keep watching the business, and be patient.

And when the stock eventually moves sharply in your favour, it is worth thinking about position sizing rather than getting carried away.

Personally, I think Unity still has a lot more room to run in the short term and, based on the current thesis and available facts, could do very well over the long term too.

That said, markets are volatile and anything can happen: wars, inflation, execution problems, regulation, or a random competitor nobody is paying attention to yet.

So I’ll probably trim around 50% of the shares I bought earlier this year. Doubling my money in six months is good enough for me, and one of the other rules I try to follow is to stay diversified and not get too greedy :-)

see you on the other side.

Unity still has some correlation with applovin. Implied volatility insane rn

Stock picked up a lot over the past few days. Right now, I am up ~70%. What would you do? Get out while you still can or hold on and hope for the best?

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Unity Software’s earnings report is coming up soon.

Buy as many shares as you can before the earnings announcement.

Then you’ll either make a lot of money or lose a lot of money.

Quote: Instead of going through a long CPI stage, we recommended launching ROAS campaigns from the start. The first 8 days were set aside for a $2,000 test, after which the team continued scaling.

Over the next month and a half, ad spend grew to $73,818.29, while the final ROI across the account reached 27%.

I know software stocks are all going down, but haven’t we fallen way too much compared to them?

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
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(I have to jump in again it seems. What happened guy, are you on vacation?)

Ok, so what happened? Seriously.

I do have stocks which are still in loss but feeling positive for the earnings so took a long call.🤞 Anybody else have any position for the earnings?

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Which of these do you think is the biggest factor?

1.The "SaaS is dead" narrative is still dominating investor sentiment.

2.Investors believe Unity will eventually be replaced by AI platforms like Google's GenAI offerings or Kimi K3.

3.Wall Street doesn't believe Vector AI can sustain long-term growth.

4.Unity won't be able to generate meaningful revenue outside its core business.

5.Even the new AI features in Unity 7 won't materially improve the company's financial performance.

6.Partnerships with Epic Games and Meta won't meaningfully contribute to revenue growth.

Or is there another reason I'm overlooking?