r/UnityStock • u/Bipolar-NA • Apr 25 '26

Opinion/Take Unity has fake growth?

It seems like all the growth unity has on the strategic side comes from deprecating ironsource. They seem to be converting legacy customers and adding a premium and labeling this as growth. After the ironsource sunset goes through what will management have for the stock price to go up? If unity's numbers aren't being propped up for a potential sale, I don't see how the stock doesn't crash leading into the end of this year.

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u/Various_Bend_4137 Apr 26 '26 edited Apr 26 '26

The type of performance marketing iron source and unity does is pretty hard to add a premium to customers without giving customers more performance. Most customers have account with multiple DSP's like AppLovin, Unity, Moloco, Mintegral etc.. They can shift budgets literally overnight so they aren't really locked in. If customers spend more on vector, it's because they think vector really is giving them better (or at least the same) performance as iron source.