$Unity Software Inc.(U)$ U som

U some things that stuck out to me: Industry vertical grew 60% yoy, they signed up Audi, Diageo (owner of Guinness etc) and Bosch amongst others. Industry now represents 18% of business up from 14% last year. Gross margins improved to 84%. I remember when they were in low 70% a couple years back. Strong sequential improvements there. New Head of Product for Grow sounds like a heavy hitter who can bring that product where it needs to be. Comps next year will be favourable. CEO clearly knows gaming industry and gaming engines back to front and is very passionate about it. He was a large a customer of Unity previously. Jury is out on whether he’s an effective ceo but he certainly knows the ins and outs of the business and what Unity needs to deliver so that’s a good start.

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