U

2021년 9월 10일

It is necessary to hold the 0.618 zone and the probability of a b wave goes down to a minimum. And the possibility of a test is hinted at by multiple divergences, in particular on RSI, MFI.

8/31/21 Macquarie Initiates Coverage On Outperform 152.0
8/11/21 Goldman Sachs Initiates Coverage On Buy 135.0
8/11/21 Stifel Maintains Buy 135.0
8/11/21 Piper Sandler Maintains Overweight 152.0

Unity Software Inc. Is a technology company that operates one of the leading platforms for creating and managing interactive 3D content in real time.

Key points
Unity is growing much faster than the video game industry. Unity's subscription-based business model is far less risky than the game-making business.
Its subscription-based business is delivering more consistent growth than the hit-and-miss market.
The investment in Unity is a bet on the continued intense competition in the video game industry, which is a good bet. While the overall revenues of the video game industry have barely changed, Unity's revenues are growing significantly. Plus, since a portion of Unity's revenue comes from subscriptions, it generates much smoother results, avoiding some of the top-tier lumpiness that game makers can pursue. Revenue rose 48% year-on-year in the 2nd quarter, the 11th consecutive quarter of the company's growth of 30% or more. Management has also increased its guidance. He now expects revenues to increase 35-37% for the full year. Unity had 888 customers at the end of Q2, generating over $ 100,000 in annual revenue, up from 716 in the previous year's quarter.
Unity benefits from widespread gaming participation across the industry. Developers subscribe to the company's industry-leading game engine to create video games on all major platforms: mobile, PC and consoles. Subscription revenue is represented in the “solution creation” segment, which grew 31% year-on-year to $ 72.4 million in the second quarter.

Unity competes with Fortnite creator Epic Games and its Unreal Engine. Unity and Unreal Engine are the two most used game development platforms in the industry, but Unity seems to lead the market. Competition in the video game industry will continue to grow, which should mean more growth for Unity. The development of the virtual reality metaverse will open up new channels for game developers to engage players.