$Unity Software Inc.(U)$ 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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- dcyric·2023-09-15The 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.LikeReport