Unity Software Inc


February 27, 2024

Pros and cons and waiting

By Vasily Karasyov

We believe there are two main takeaways from the Q4 report. First, it’s safe to assume now that the bias to the guidance and estimates is to the upside. There may be room for improved…

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September 18, 2023

Initiating coverage

By Vasily Karasyov

We are initiating coverage of U at the time when the company is undergoing a business model transformation following the acquisition of IS in November last year. In our view, for the stock to work…

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