$Unity Software Inc.(U)$ its i

2023-09-15

$Unity Software Inc.(U)$ its interesting to await and see what the aftermath of the recent announcements on "fees" would be like - in some situations it actually means additional revenue if the user base is resilient enough, while even platforms like Spotify where consumers rely on them alot saw stock go down when premium prices rose. Do we think unity's user base is resilient?

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dcyric
2023-09-15
dcyric
The trust lost is damaging long term. Although in the facade the company claims it is trying to target the big companies that made up 0.1% of their base, the fact is the target is the small to mid size users. These small users can choose to default and cause bad debt and there's almost no way Unity can enforce payment on them as the cost will overwrite the benefits. In the long run this will likely increase their revenue, but likely overshadowed by the cost of enforcing payment.

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