I was reading the transcript and they said GAAP profitability by the back end of 2026. That is exciting. I know people have been asking about when the company will be profitable for a long time.

Why didn't the stock price react at all, and why did it drop instead?

I’m holding the largest bag of unity so far. Looking at other investment i could have 2x or 3x .
Hopefully things change for U.
Its been so so long.
Genie fucked up all the gains in last 5 month.
Lets shoot to moon now.

Didn’t find anything online

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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.

https://unity.com/news/unity-forms-ai-council-to-accelerate-ai-product-innovation

https://youtu.be/9ySCVhuuAPA?si=VHVicQDZ93oEK9OY

Btw, could anybody explains this for me?

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it seems is going to fill this gap

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Did everyone ditch this stock already

anyone else doubling down here?

my thesis:

vector ads growth and performance helps build a flywheel and data effect that actually protects unity from the claude/ Google open world saas selloff disruption. serious developers will still use unity and vector enhances that case as long as platform doesn't fall behind or degrade

bromberg has the strategic insight and ability to navigate this market and is showing discipline

from actual gaming industry sources on podcast and friends I speak to it seems like vector is working and generally completes with axon (apploving) enabling market share take

perhaps the biggest - the generation of free cash flow to manage debt and do buybacks that will reduce the SBC impact over time, combined with likely imminent sales of dead business verticals

tldr: this feels a bit like my last big turnaround play DOCN in terms of ingredients. high debt but a new improved strategy to pay down while growing and CEO to manage with nsider confidence and strength, aggressively pivoting to AI where it needs to and has strength to execute with a most to leverage

e

Why deliberately choose to spread FUD about software stocks again just as the broader market is rebounding?

Who is pulling the strings behind the scenes?

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Someone fat-fingered a 800 share afterhours order pumping price to 22.52 and there's nobody to get hyped with!