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$Unity Software (U.US)$ my average 30... can I break even by Dec?
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$Unity Software (U.US)$
In January and February, Unity laid off many low-level employees, and senior-level employees were hardly affected. It was only after the new CEO came on board that a few big fish were laid off, which is far from enough.
The stock incentives at Unity make up a high proportion of the compensation, as many analysts have emphasized. When the stock price falls, more stocks need to be issued to attract or retain people, because the company needs to issue bonds to maintain cash. This inadvertently creates a vicious cycle.
Many executives have a staggering number of stocks, but they are still issuing more. Look at the company's stock ownership information changes announcement for the whole of June. All the shareholdings are newly approved compensation shares by the board of directors, not private buybacks. Many stocks were also released during the acquisitions 1-2 years ago, and now that the lock-up period has passed, they are starting to dilute the market. The company seemed to have proposed a $2 billion stock buyback in 2022, lasting until 2024, but by the end of 2023, $1.5 billion had already been used, and many big fish successfully exited last year.
Unity is a product that I have always used, but the monetization of the product cannot support such a high market cap. That is why Unity has its own advertising platform. Strictly speaking, the value of Unity's stocks comes from the advertising platform, not the Unity game engine itself. Many retail investors are fond of games or developing engines. This belongs to faith. Unfortunately, this huge faith only accounts for 30% of the revenue.
Unity needs bold execution for ironSource...
In January and February, Unity laid off many low-level employees, and senior-level employees were hardly affected. It was only after the new CEO came on board that a few big fish were laid off, which is far from enough.
The stock incentives at Unity make up a high proportion of the compensation, as many analysts have emphasized. When the stock price falls, more stocks need to be issued to attract or retain people, because the company needs to issue bonds to maintain cash. This inadvertently creates a vicious cycle.
Many executives have a staggering number of stocks, but they are still issuing more. Look at the company's stock ownership information changes announcement for the whole of June. All the shareholdings are newly approved compensation shares by the board of directors, not private buybacks. Many stocks were also released during the acquisitions 1-2 years ago, and now that the lock-up period has passed, they are starting to dilute the market. The company seemed to have proposed a $2 billion stock buyback in 2022, lasting until 2024, but by the end of 2023, $1.5 billion had already been used, and many big fish successfully exited last year.
Unity is a product that I have always used, but the monetization of the product cannot support such a high market cap. That is why Unity has its own advertising platform. Strictly speaking, the value of Unity's stocks comes from the advertising platform, not the Unity game engine itself. Many retail investors are fond of games or developing engines. This belongs to faith. Unfortunately, this huge faith only accounts for 30% of the revenue.
Unity needs bold execution for ironSource...
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So, I do think Adobe is undervalued currently. It’s just really sleepy!
![Adobe](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240526/04d9698d172404c4e9ec3189a6398453.jpg/thumb?area=100&is_public=true)
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$Unity Software (U.US)$ The stock will increase tenfold within five years. I have this confidence. I even mortgaged my property to buy in at $25 leq.
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The markets started off lower this week, which is common for September. Both the Nasdaq and NYSE, big parts of the stock market, recovered a bit and almost broke even. But, a lot of stocks did poorly. The number of stocks hitting their lowest price in a year grew to 109, which shows that the market might be weakening.
When a healthy market has a short dip, it usually doesn't see this many stocks dropping to their lowest. This means our current market might be running...
When a healthy market has a short dip, it usually doesn't see this many stocks dropping to their lowest. This means our current market might be running...
![Market summary 18th September](https://sgsnsimg.moomoo.com/101748296/editor_image/18ac36460cd43db9a3f7d8fd20d20730.png/thumb)
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After years of rumors and speculation, $Apple (AAPL.US)$finally unveiled its mixed-reality headset. ![]()
The device, called the Vision Pro, made its debut at the company’s Worldwide Developer’s Conference (WWDC) alongside reveals of new Macs and iOS 17, the next-generation iPhone operating system.
However, after Apple's stock price once hit a record high, it ushered in a downward correction.![]()
The market generally believes that ...
The device, called the Vision Pro, made its debut at the company’s Worldwide Developer’s Conference (WWDC) alongside reveals of new Macs and iOS 17, the next-generation iPhone operating system.
However, after Apple's stock price once hit a record high, it ushered in a downward correction.
The market generally believes that ...
![Did Apple's latest release of Vision Pro make Unity the biggest winner?](https://ussnsimg.moomoo.com/77777888/editor_image/a1a3b11dd51c3215b47c8b5af28ed229.jpg/thumb)
![Did Apple's latest release of Vision Pro make Unity the biggest winner?](https://ussnsimg.moomoo.com/77777888/editor_image/2f34d3c7d6453324a828c21e4e8cc43d.jpg/thumb)
![Did Apple's latest release of Vision Pro make Unity the biggest winner?](https://ussnsimg.moomoo.com/77777888/editor_image/cc9ecaf777f631c2b65d2246c54c2177.png/thumb)
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$Costco (COST.US)$
In the past year, Costco's stock price has been fluctuating within a symmetrical triangle, constantly narrowing and completely converging. Now it is reaching the end of the triangle and cannot continue to consolidate. It must choose a direction. Which side do you think it will choose?
In the past year, Costco's stock price has been fluctuating within a symmetrical triangle, constantly narrowing and completely converging. Now it is reaching the end of the triangle and cannot continue to consolidate. It must choose a direction. Which side do you think it will choose?
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$Unity Software (U.US)$ released its Q1'23 results.
Share prices popped after that, but corrected downwards again.
There is a mixed bag of aspects to take note of. But overall, I would say it's a good one, with a few points to take note of.
Here are some points to take note of.
1. Revenue grew by 56% YoY with IronSource contribution
Grow Solutions was the outperformer here, with a revenue contribution of USD 313 million, growing by 101% YoY. But Create Sol...
Share prices popped after that, but corrected downwards again.
There is a mixed bag of aspects to take note of. But overall, I would say it's a good one, with a few points to take note of.
Here are some points to take note of.
1. Revenue grew by 56% YoY with IronSource contribution
Grow Solutions was the outperformer here, with a revenue contribution of USD 313 million, growing by 101% YoY. But Create Sol...
![Unity Software - To infinity and beyond?](https://sgsnsimg.moomoo.com/102263458/editor_image/bc93cc3f6ac2306bb0800986add8a276.png/thumb)
![Unity Software - To infinity and beyond?](https://sgsnsimg.moomoo.com/102263458/editor_image/7ab4d1f50271357e843117e166cb7ba7.png/thumb)
![Unity Software - To infinity and beyond?](https://sgsnsimg.moomoo.com/102263458/editor_image/6992ab1259fe339cb5aa247f2cd330e7.png/thumb)
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$Unity Software (U.US)$ released its Q4'23 and FY'23 results, and I just got to say it has lost its shine as a hypergrowth.
Here are some findings, ranging from good to bad I got from their Q4'23 shareholder letter.
1. Good - Topline 43% growth YoY with non-GAAP income from operations
After consecutive 2 disappointing quarters, Q4'23's topline showed a surge to USD 451 million. A 43% growth, even though YoY lets Unity round up its FY 2022 top line to USD 1.3...
Here are some findings, ranging from good to bad I got from their Q4'23 shareholder letter.
1. Good - Topline 43% growth YoY with non-GAAP income from operations
After consecutive 2 disappointing quarters, Q4'23's topline showed a surge to USD 451 million. A 43% growth, even though YoY lets Unity round up its FY 2022 top line to USD 1.3...
![Unity Technologies - Doesn't Look Good?](https://sgsnsimg.moomoo.com/102263458/editor_image/10aad4330de93bc09426f974e1259272.png/thumb)
![Unity Technologies - Doesn't Look Good?](https://sgsnsimg.moomoo.com/102263458/editor_image/46a312467e433f8d9b86c210004fb1ca.png/thumb)
![Unity Technologies - Doesn't Look Good?](https://sgsnsimg.moomoo.com/102263458/editor_image/99a372b8eefa33e99764f98dd20500a8.png/thumb)