1/x John Riccitiello and the Unity team addressed some key topics in Thursdays earnings call, with questions asking for clarification on vertical integration of the operate solution in industries beyond gaming. This has been one of my concerns since revenue from industries ...

2/x outside of gaming currently comes from the create solution and its seat count, with no clear path to revenue from its operate solution in industries beyond gaming. John Riccitiello was clear that they see opportunity to monetize non gaming verticals within the operate ...

3/x system. But actively growing new verticals on the Create site is the first step, just like they did with gaming. The create solution comes first, the operate solution later.

Another thing Riccitiello noted was Unitys increasing focus on ecommerce, as a segment ...

4/x where they see a lot of opportunity for growth. I share this excitement, and believe Unity will play a big part in the future of immersive commerce.

They made it clear that the majority of their investment still went into gaming, but whats interesting is ...

5/x the growth Unity is seeing beyond gaming. Piper Sandler pointed out the growth in non-gaming customers generating more than $100,000 in trailing 12-month revenue, almost doubled since June 2020, going from 57 to 105. That's tripple digit growth YoY ...

6/x Six months ago, industries beyond gaming were only 8% of the create solution. They now account for 13%. The growth beyond gaming is accelerating which is very exciting. Looking back, 57 of 716 companies in June, were beyond gaming. As of dec 30, 2020 industries beyond ...

7/x gaming account for 105 out of 793 companies, meaning 52 of the 77 added companies, or 67.5%, came from industries beyond gaming. That is pretty significant and shows that other industries are catching on to the potential that the Unity platform provides for businesses

8/x The hirering of @PeterMooreLFC was also mentioned, but we didn't get much insight into his role for the company other than "Unity sees a significant opportunity in the arena of sports and live entertainment". ...

9/x John Riccitiello also told us that they hired Marc Whitten who served as VP and Chief Product Officer for Xbox, CPO at Sonos, and spent the last 5 years at Amazon, leading a broad selection of the entertainment devices at amazon. He is now leading the create solution business