There's a lot of context behind Unity's recent run-time fees and the big changes they rolled out on pricing. Find out more about Unity's business, issues & problems, and future outlook.OUTLINE:0:00 Intro0:52 High-level overview of Unity’s business: 1. Create and 2. Grow5:40 Financials overview: Create vs. Grow, revenue growth, impact from Ironsource12:04 The new world requires a different management approach & dollar-based net expansion rate21:30 The Unity China business - context behind JV25:38 Unity management’s egregious stock-based compensation (SBC)34:44 Overview of Unity M&A activity38:40 Unity Run-time fees/pricing changes discussion42:48 Understanding the historical context behind the Unity pricing changes46:18 Impact of pricing changes to Unity’s business52:30 Winners & losers54:18 Applovin impact55:27 Future outlook for Unity1:05:43 Final words: Change or die!👇 EPISODE LINKS: - JK's podcast on Twitter: • Speculative Bull Case for Twitter: So... - Matthew Kanterman: https://www.linkedin.com/in/matthew-k...- Joseph Kim: https://www.linkedin.com/in/jokim/- Brian Peganoff: https://www.linkedin.com/in/brian-peg...SUBSCRIBE TO GAMEMAKERS:- Spotify Podcast: https://spoti.fi/3Cpyq7i- Newsletter: https://gamemakers.substack.com/😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1• TWITTER → @jokim1• LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT —🤑 Economy of the Metaverse with Tim Sweeney • Economy of the Metaverse | Fortnite C... ℹ️ How to Build the Amazon of Game Companies • Building the Amazon of Game Companies... 🔮 Gaming Trends | A Look Ahead at 2021 • Mobile Gaming Trends in 2021 | Joe Ki... 🖥️ The Future of PC Gaming • Future of PC Gaming | David Brevik, S... 🔴 Games Industry M&A • Games Industry M&A: Keys to Success w... 🔴 Netcode for Multiplayer Games • Netcode for Multiplayer Games | Glenn... 🔴 IDFA Deprecation Product Impact • Apple IDFA Deprecation: Product & Too... 🔴 Trip Hawkins on the New High Score • Trip Hawkins | The New High Score (Pa... 🔴 LiveOps F2P Best Practices • LiveOps - F2P Sales Best Practices 2020
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