1/ $U
Unity Software thread.
Enterprise Value: $26.8 Billion
Mission Statement: Democratize game development and enable everyone to create rich interactive content.
Investor Relations: http://investors.unity.com 

2/ Unity ($U) is the world’s leading platform for creating and operating interactive real-time 2D and 3D content.

3/ They believe the world is a better place with more creators in it, giving creators the tools to easily build what they want through mobile, PC, Consoles, and Virtual Reality devices.

4/ Their platform is used by game developers, artists, architects, filmmakers, and others, ultimately touching a variety of industries with significant potential.

5/ Right now, Unity Software is primarily a mobile gaming software developer; 71% of the top 1,000 mobile games were made with Unity as of 4Q20.

6/ Unity developers not only make games but profit from them. It operates within two business segments: Create Solutions and Operate Solutions.

7/ Create Solutions works on a monthly subscription basis and offers a wide range of tools for developers, artists, and designers. Contracts typically run 1-3 years and span from large studios to independent designers...

8/ ...They have a free tier moving up to enterprise versions at $2,400 a year per seat.
Operate Solutions is the “expand” part of their land-and-expand business model.

9/ It offers a portfolio of products and services aimed at advertising, in-app purchases, and other tools for growing and engaging user bases while monetizing content.

10/ Operate Solutions accounts for around 60% of revenue but is fairly variable because it relies on the rising or falling popularity of customers’ games.

11/ Unity is basically one part of a duopoly market shared with EPIC gaming's UNREAL engine. If you want a breakdown of how both platforms compare and contrast, here is a good link: https://www.gamedesigning.org/engines/unity-vs-unreal/

12/ The main point I got was: “With Unity, you can harness the power of a smaller team. The unreal engine seems to have been tailor-made for more triple-A studios cranking out games like Gears 5 and other classic blockbuster titles.”

13/ The Leadership Team:
The CEO is John Riccitiello, who was previously chief executive of Electronic Arts (2007-2013), who has become a controversial figure. I urge you to watch a few YouTube interviews with him.

14/ Personally, he rubs be a little the wrong way but there is no doubt the success he had at EA joining the company first in 1997 at COO. Electronic arts is in an elite class of 100 bagger stocks. Riccitiello has a 92% approval rating on Glassdoor with 352 ratings.