Unity IPO analysis, Part 2: The bear and bull cases for Unity

In Part 1 of my outline on Unity ahead of its IPO, I explained the scope of its multidimensional business, its R&D efforts and competitive positioning, and its grand vision for powered interactive 3D content across every industry. Part 2 digs into Unity’s financials and how it is marketing its public listing, and frames both the… Continue reading Unity IPO analysis, Part 2: The bear and bull cases for Unity

Unity IPO analysis, Part 1: What Unity does and where it’s going

Unity Software Inc. is set to list on the New York Stock Exchange this month, following its S-1 filing two weeks ago. The 16-year-old tech company is universally known within the gaming industry and largely unknown outside of it. But Unity has been expanding beyond gaming, pouring hundreds of millions of dollars into a massive… Continue reading Unity IPO analysis, Part 1: What Unity does and where it’s going

How Unity built the world’s most popular game engine

I’m excited to share my in-depth profile on the founding and rise of Unity Technologies, the most used game engine in the world and a multi-billion dollar startup poised to IPO in 2020. I interviewed two dozen Unity executives in San Francisco and Copenhagen for this and other research into the gaming industry, including hours… Continue reading How Unity built the world’s most popular game engine

Takeaways from the 2019 Game Developers Conference

We just wrapped up GDC 2019 in San Francisco so TechCrunch’s Lucas Matney and I hosted a public conference call to chat about our takeaways. We focused on cloud gaming and Google’s big Stadia announcement, the Unity and Unreal game engines, and Facebook’s Oculus Rift S. Read the transcript on TechCrunch.

Cineplex and the Future of Exhibitors

Amid the global shift to streaming video, are exhibitors (aka movie theater companies) doomed? Let’s step back: what role do exhibitors play in the market? 1) They curate and host Hollywood’s new releases so mass audiences know what to see; 2) they provide social, in-person media experiences for the family, for dates, for fun; 3)… Continue reading Cineplex and the Future of Exhibitors