I last wrote about Unity Software (NYSE:U) in July. In that piece, I offered an extensive defense of the company's graphics engine. That was to provide a contrast to the market's overwhelming focus on ...

Video game engines will never not be in the conversation, but in recent years, I don’t think it’s ever been so weird. Unity and Unreal are joining forces, announced today at Unite, Unity’s Annual ...

Unity's valuation remains high, but recent strategic shifts and improving financial trends make me more optimistic than before. Q1 2025 results beat low expectations, with positive free cash flow and ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often ...

As one of the most commonly used game engines, it's not unusual to see Unity appear on the splash screen when loading up a game. There's something different about seeing that logo appear in Survival ...