The boycott has triggered a notable slowdown in U's new contract signings and renewals, as observed in the moderating dollar-based net expansion rate. It is unsurprising that the new management has ...

Unity reported strong earnings on Wednesday and the stock is flying. Q1 results support the operating leverage we thought was coming from ironSource. The chart supports higher prices and margins ...

Morgan Stanley upgraded Unity Software to overweight this morning. Unity stock has badly underperformed the rest of the stock market, but most bad news has now been baked into the stock. With strong ...