Unity's Stock PLUNGES As Rot Is Exposed | But Does That Finally Make It a Buy?
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- Опубликовано: 25 фев 2024
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Thank you for your continued coverage of the stock despite you being out for a while now. It means a ton.
Unity is just going to be a smaller company that specializes in the game engine, cloud services for games and monetizing mobile games with ads. The end. What happened is that Unity went public and raised a lot of money. Then JR used all of that money to buy stupid crap not at all related to the core company. Now they are shedding all of that junk, and all the employees that came with the horrible acquisitions. At $27 - $29, Unity is a buy based on what it is... but that doesn't help the people who bought it at $200 and believed JR with all his great plans... The problem for the next year is that Wall Street sees it as a failed $200 company that failed to achieve it's goals. It will be a long time til anyone sees it as a $27 company that has the leading game engine and a solid ad services business for mobile games.
I agree with your overall sentiment, although I believe the massive opportunity lies in providing a RT3D engine for general use, not just for gaming. That's what Unity do better than others.
Their cloud-service offerings are really not good right now. If you use them in a production-like environment, you can easily see that it is not very well thought through. I can tell you from a first-hand experience as I'm a game developer using it. You have to find workarounds for a massive amount of problems created by Unity itself.
They really have work to do on all fronts. The ONLY thing that is keeping their users is the high switching costs. If that wouldn't be the case, many would have jumped the ship already. It isn't a good place to be at... .
That's if they actually get anymore clients
This literally ruined their customer base
does VR/AR headset count as future mobile devices? that's the main question as a growth investor because it needs a larger future TAM to tap into that people are discounting today.
None of what you said is the issue. The platform is simply inferior to Unreal Engine. You can go look up all the games from Unity(you wouldn’t know a single one), but you would see plenty you know from Unreal. All this is simply a made up excuse to cover for the actual problem which is lack of innovation IMO.
Games made with Unreal
-Kingdom Hearts
-Batman
-Final Fantasy
-Dragon Ball Z
-Borderlands
-Star Wars
-Street fighter
-Yoshi World
-of course also Fortnite.
Recently somebody made a remake of Zelda Ocarina of Time on there.
Unity simply can’t compete on the graphics level IMO.
As a Unity C# Programmer, I can tell you that people will not easily switch from Unity to Unreal Engine. It's not just engine change, you would have to change the entire language. I would think most people using Unity, are like me, who like to use C#, but would not consider programming games with C++. Godot is an option, because you can use C# in it, but C# is not that well supported in Godot, support lags behind. Godot is also not good enough in many other ways.
We switched a major project to Unreal Engine about half a year ago, and it really was no big deal. There's really only one solid curveball, which is that you have to learn about pointer types. And you have to tolerate .h files. Besides that, modern C++ looks and feels like C# when you squint. I've regularly commented to my colleagues that the C++ switch was a nothing burger, and my memory of C++ was incorrect. And you're not even exempt from pointer awareness in C#, because you still make some pointers weak to avoid circular dependencies. The Unreal toolset is slightly less documented than Unity's C#. But you have the engine source, which is often well documented, and very well-written code.
@@HollywoodCameraWorkInteresting... I have to admit that it's been very long time, since I messed around with C++. It was even before these game engines... Kind of curious to see how it is nowadays, but finding time for it, is another story... Thanks for the input.
Brian where do you get the forecasts of wall street pertaining to next Q and FY guidance. Is Wall streets estimate of what the company will guide actually the same of what they expect the company to achieve? thanks
As an investor not a big fan, but I do love it as a game engine. Will be interesting to see how many larger developers opt to use Unity 6 knowing the new pricing models. The features in 6 look great but not sure it will be enough to get the bigger players on board
whenever somebody says they dont have insider information, it could makes me think the opposite. I mean why else would they say it.
Burning pile of poo. Instead, I would invest in a good company.
Where was the video on MTTR?
Also a former shareholder, also very skeptical of this board. The interim guy is doing what an interim guy needs to do, but given the situation (dumpster fire), I’m not inclined to even open a small position until there’s a new ceo and a lot more clarity on the future of the company.
Acquisition is absolutely my thoughts there. No idea where the price is going to bottom out, but I strongly feel there's a future for their product.
Penny stock territory
@@dialac1 somehow I'm sure you also thought that FB is doomed when it crashed to $80. That Zuck is an idiot who lost vision and flushes all company revenue and future into his stupid metaverse obsession. So you wouldn't touch that multi-bagger with a 10-feet pole. Am I right?)
Google search says Unity has 3.9 billion users, and the company has a market cap of 10 billion. Every 3rd user should just buy a share then demand it go open source lol
I think it's about time you cover Hims, Brian!
Second this
Falling knife. Not touching this but interesting to keep an eye on
what do you mean by "do the hard things?"
Unity looks like it needs to be acquired by an Adobe or Apple.
Maybe at 5bn market cap. 50% drop first
Or they could just make something and not deal with buying out this mess ..
facebook would be a good buyer with integrating into the AR/VR platforms.
Acquire by Apple. Apple will have the whole cycle…software to develop the app. App pays software fee and also pays for App Store.
Nobody big would acquire it. There is nothing really special about Unity that can't be recreated from scratch. In fact, Unity probably has negative name brand at this point and a bloated workforce that isn't in the right parts of the company.
It’s in the same category like upst or FVRR lots of potential but just bad execution over and over…dead money
Agree. So much squandered potential.
Sounds like Unity is working to shed the "lard" from the unnecessary acquisitions that caused the revenue dumpster fire before selling it off to another company. And this is the reason why I cringe when good game engines/services go public, bad leaders forgetting what the core services are and making a good thing into a dumpster fire. Not a fan of Unreal, but hey at least they didn't go the public route...
Jim Whitehurst is looking more and more like the wrong choice. They should bring in a more seasoned technical leader, which I feel they will. Maybe even bring in original founder CEO back. Then this skyrockets. The moat here is substantial for the company to rot like this
looking for puts below 27$ down to support at 22$.
I swung trade this stock from 20s to 40s I think 2 runs... I'll probably pass. I did enough .. fishing AI trends
Unity = SKLZ 2.0
unity now at 19
you can not consider a SaaS tech company as a retail or transportation company
I’m buying it tomorrow for a bounce.
How did that go? 😂
@@Xterio failed trade. It went good for a few hours
@@Mcmastergirththesplitter I know. I'm only buying at 25. Bought at 25 last time and sold 39, so 25 is my lucky number.
@@Xterio I scored on crwd and panw and snow is still working so 3/4 ain’t bad
@@Xterio i just noticed I actually killed that snowflake trade on Friday. I was looking at the price action and thought I screwed up but I didn’t. Lol
Do they even care about the shareholders? A disaster of a company that has destroyed sh value😢😢
Buying Unity is like catching a falling knife. I don’t know why it keeps dropping
They are bleeding users to Godot and Unreal
@@sean7221 lord
@@sean7221they are losing most of their market share to AppLovin but yes, you are correct
❤
😞 'promo sm'
Gotta say it's not cheap at all😂
Whitehurst will turn it around in a major way. Look what he did for delta and red hat.
Time to buy shares in Godot
Fortunately not for sale. Do feel free to donate though.
I think that's probably what a lot of casual financial eyeballing will miss. Many people who develop games have been spooked and probably won't be going back to Unity, and will be opting for Godot or something else. Hard to grow like that.
I own five stocks..
"metaverse" 😂 absolute comedy tier 🤡
Thanks for covering. Id never touch this flaming garbage and i hope it goes under.
unity is dead. end of story
how come you mf say dead to a company which is the industry leader at market share and capitalization... bs you talking
@@_________63789it's rapidly losing market share so technically it is dying. not to say they can't turn things around in the next year or so but looking at today id say they arent in good shape at all.
SQ Block looks pretty cheap. PS is 2.2 ish. Margins are improving. Shareholder and owner interests are aligned. Rev 25% YOY growth in the last year. Unity has no management, no competent leader.