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It's been my opinion for a while that the $150/mo seat fee, from not all of their users, isn't covering their burn rate, and that they are loosing market share
by ByersReason 5y ago
It's been my opinion for a while that the $150/mo seat fee, from not all of their users, isn't covering their burn rate, and that they are loosing market share in money marking projects to Unreal. Ideally they would like proper percentages, but since they lack a compelling advantage, they must price lower relative to Unreal. Feel free to prove me wrong with actual numbers (but: 1800 employees in SF ...) @ av, 200k/employee, I make that 360m/yr just on salary :) So, anyhow, I completely agree with this post. And, looking for cashflow and better rendering tech, they buy Weta .... maybe they will pull this off .. but maybe not, also.
- MattRix 5y agoI don’t disagree with your post, but it’s worth noting that most of Unity’s revenue comes from Unity Ads and their other services. Software licenses/subscriptions is only a quarter of their revenue.
- jay_kyburz 5y agoThe are really going in on all peripherals. Ads, Analytics, Assets, Multiplayer, even Source Control, Build Machines etc etc. It's all terrible right now but they will get there.
- psykotic 5y agoTheir financials are accessible now that they're a publicly traded company. https://investors.unity.com/news/news-details/2022/Unity-Announces-Fourth-Quarter-and-Full-Year-2021-Financial-Results/default.aspx https://investors.unity.com/news/news-details/2022/Unity-Ann...
- silverlyra 5y ago> The 2021 full-year GAAP results were impacted by […] a charge of $49.8 million related to the termination of a lease agreement. oof