Unity Software (U): Huge Problems, Negative Outlook, Big Changes Required

GameMakers

Joseph Kim에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Joseph Kim 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1y ago 1:09:07

MP3•에피소드 홈

There's a lot of context behind Unity's recent run-time fees and the big changes they rolled out on pricing. Find out more about Unity's business, issues & problems, and future outlook. OUTLINE: 0:00 Intro 0:52 High-level overview of Unity’s business: 1. Create and 2. Grow 5:40 Financials overview: Create vs. Grow, revenue growth, impact from Ironsource 12:04 The new world requires a different management approach & dollar-based net expansion rate 21:30 The Unity China business - context behind JV 25:38 Unity management’s egregious stock-based compensation (SBC) 34:44 Overview of Unity M&A activity 38:40 Unity Run-time fees/pricing changes discussion 42:48 Understanding the historical context behind the Unity pricing changes 46:18 Impact of pricing changes to Unity’s business 52:30 Winners & losers 54:18 Applovin impact 55:27 Future outlook for Unity 1:05:43 Final words: Change or die! 👇 EPISODE LINKS: - JK's podcast on Twitter: • Speculative Bull Case for Twitter: So... - Matthew Kanterman: https://www.linkedin.com/in/matthew-k... - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peg... SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney • Economy of the Metaverse | Fortnite C... ℹ️ How to Build the Amazon of Game Companies • Building the Amazon of Game Companies... 🔮 Gaming Trends | A Look Ahead at 2021 • Mobile Gaming Trends in 2021 | Joe Ki... 🖥️ The Future of PC Gaming • Future of PC Gaming | David Brevik, S... 🔴 Games Industry M&A • Games Industry M&A: Keys to Success w... 🔴 Netcode for Multiplayer Games • Netcode for Multiplayer Games | Glenn... 🔴 IDFA Deprecation Product Impact • Apple IDFA Deprecation: Product & Too... 🔴 Trip Hawkins on the New High Score • Trip Hawkins | The New High Score (Pa... 🔴 LiveOps F2P Best Practices • LiveOps - F2P Sales Best Practices 2020