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Behind the most popular games, there is one company who wants become the world’s leading 3D operating system with an army of creators.
Time for a thread
Time for a thread
1) Unity (U) was founded in 2004 in an apartment by David Helgesen, Joachim Ante, and Nicolas Francis with the plan to start a game studio.
With $25,000 euros to start, the company today has evolved to a $25 billion monster eating the gaming world.
With $25,000 euros to start, the company today has evolved to a $25 billion monster eating the gaming world.
2) The company’s software platform allows creators to build, run, and monetize 3D content across unique devices. They focus on three pillars:
1. Engaging and Immersive Experience
2. Real-Time 3D Interaction
3. Interactive connections between developers
1. Engaging and Immersive Experience
2. Real-Time 3D Interaction
3. Interactive connections between developers
3) The company’s software is built with two key features:
1. Create Solutions: Provides all the tools to create content
2. Operate Solutions: Allows customers to engage with end-user base and monetize content
1. Create Solutions: Provides all the tools to create content
2. Operate Solutions: Allows customers to engage with end-user base and monetize content
4) Unity generates its revenue through a subscription-based model for creators and a revenue share model for the monetization service it offers its creators. Revenue is broken out in the following:
- EMEA: 38%
- Asia-Pacific: 32%
- Americas: 30%
- EMEA: 38%
- Asia-Pacific: 32%
- Americas: 30%
5) The industry is very competitive with key competitors like Epic Games.
However, Unity continues to deliver growth:
- Gross Sales (12/31/2019): $542M (42% YOY)
- Gross Margin (12/31/2019): 79%
- Net Dollar Retention Rate: 142%
However, Unity continues to deliver growth:
- Gross Sales (12/31/2019): $542M (42% YOY)
- Gross Margin (12/31/2019): 79%
- Net Dollar Retention Rate: 142%
6) Unity intends to dominate the $29 billion gaming with the following plans:
1. Investing in innovation
2. Global market expansion: $70 billion market in Asia
3. Growth among developers
1. Investing in innovation
2. Global market expansion: $70 billion market in Asia
3. Growth among developers
7) Unity intends to maintain the title of the world's leading gaming engine in the market based on the following key MOATS:
1. Software Platform
2. Market leader in game development
3. Data footprint and analytics
4. Unity Creator Community
1. Software Platform
2. Market leader in game development
3. Data footprint and analytics
4. Unity Creator Community
8) Unity’s vision is “We believe the world is a better place with more creators in it”.
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