Unity Software: Likely To Lose Market Share In A Recessionary Environment

Dec. 08, 2022 2:57 PM ETUnity Software Inc. (U)13 Comments
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Summary

  • In a recessionary environment, new customers are likely to choose Unreal Engine over Unity.
  • The growth trajectory for Create Solutions keeps deteriorating, and the organic outlook for 4Q22 was $4M short the consensus.
  • The latest price action, driven by a combination of buybacks and short-squeeze, is likely to be over.

Unity Software headquarters in San Francisco

Sundry Photography

Competition and Recession

In my most recent article on Unity Software (NYSE:U), I stated that competition, especially from Unreal Engine (Epic Games), is one of the key investment risks investors should consider before investing even a dime into the

Comparison

Irendering.net

Market Share Game Development

Slintel.com

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