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 […]

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 […]

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 […]