Thanks for having me on today @aktieuniverset! Got to talk with @MadsC007 & @mathiasboe about Unity Software inc. $U. Adding a few things here we didn't get to touch on in the interview 1/ https://twitter.com/mathiasboe/status/1319903609098625025

2/ Unity will continue to benefit from this fast growing industry. We're seeing a shift from P2P, towards F2P, a shift that $U benefits from due to their revenue predominantly coming from monetization through ads and IAP.

With most of the growth in gaming ...

3/ coming from mobile (~80% of the growth since ~2007 comes from mobile, excluding China).

Growth in cross-platform gaming where most games get ported to mobile is also massive for Unity
- Riot games, Wild Rift and Legends of Runeterra will be made with Unity.

Unity is ...

4/massive in gaming. With over 2 billion end-users, they're one of the biggest user platforms for advertising.
Their engine runs 50% of mobile, console and PC games and they have 3B app download monthly.

With data from over 50B in-app events daily they have a ...

5/ lot of potential and there is still growth to be seen for them in the gaming segment.

Most of their Operate Solution is relatively new.. Vivox, deltaDNA and Multiplay are somewhat new solutions and is predominantly marketed in North America and major European markets ...

6/ Unity understands by giving their platform away for free, there is more room to growth and a bigger chance that they get customers who hit high revenue numbers. If they were to demand a piece of the revenue from smaller customers these developers might have a hard ...

7/ time growing and hitting the milestone of $100.000 in yearly revenue. Or their customers might choose another solution altogether.

Besides this, Unity just started their journey into other segments and industries than gaming ...

8/ They're already finding great use in different industries
- Automotive, transportation & manufacturing
- Film, Animation & Cinematics
- AEC

Besides this we're starting see growth in VR/AR. Unity released their Unity MARS as part of their create solution back in ...

9/ June 2020 and this is a move to solidify their position in AR/VR further. Oculus just announced strong demand on their Oculus Quest 2, showing an increased demand for VR experiences.