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

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.

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

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

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%

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%

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

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

8) Unity’s vision is “We believe the world is a better place with more creators in it”.

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