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U
NYSEAnalystsStrong Buy25-2%Communication Services · Interactive Media & Services
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Structural read: Unity sits on the largest real-time 3D install base in software (~70% mobile share, dominant cross-platform tooling) but monetization is broken - the 2023 Runtime Fee blew up developer trust, ironSource integration underdelivered, and ad-tech share leaked to $APP and $TTD.
Thesis is binary turnaround under Bromberg: if Vector (the rebuilt ML ad engine) closes the gap to $APP AppLovin AXON and engine pricing holds without churn, the install base re-rates as a platform. If Vector lags two more quarters, Grow continues to bleed and Create alone does not justify multiple.
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