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It's Deep Dive Time!
Today we're looking at @unity3d
Is $U a best-in-class platform for game creators?
Or a trojan horse, building out the technical infrastructure to transform how we interact with multiple industries???
Let's go
https://mazwoodcap.substack.com/p/company-deep-dive-unity-technologies
Today we're looking at @unity3d
Is $U a best-in-class platform for game creators?
Or a trojan horse, building out the technical infrastructure to transform how we interact with multiple industries???
Let's go
https://mazwoodcap.substack.com/p/company-deep-dive-unity-technologies
On @patrick_oshag's @InvestLikeBest, @ballmatthew blew my mind 
when he explained that 50% of 9-12 yr olds in the US, CAN, AUS and NZ play Roblox or Minecraft alone. https://twitter.com/MazwoodCap/status/1294336314519756801
when he explained that 50% of 9-12 yr olds in the US, CAN, AUS and NZ play Roblox or Minecraft alone. https://twitter.com/MazwoodCap/status/1294336314519756801
Then, in @ARKInvest's #BigIdeas2021, they drop some crazy slides about video game monetization. Go @CathieDWood!
So what is $U?? The “world’s leading platform for creating and operating interactive, real-time 3D content.”
• Account for 71% (!) of the top 1,000 mobile games
• MAU who consumed Unity-made content reached 2.7 billion (!)
• Monthly active creators are 1.5 million +
• Account for 71% (!) of the top 1,000 mobile games
• MAU who consumed Unity-made content reached 2.7 billion (!)
• Monthly active creators are 1.5 million +
They break out their business into Create & Operate Solutions.
Create Solutions: customers create games + content
Operate Solutions: customers grow, engage and monetize their user base
Create Solutions: customers create games + content
Operate Solutions: customers grow, engage and monetize their user base
Imagine being a game developer, creating one game, and being able to deploy it everywhere that matters: iOS, Android, Nintendo, Playstation, Xbox and more. More than 20 platforms in total. What an astounding value proposition to a creator.
Where is gets really interesting is BEYOND GAMING.
"We continue to gain significant traction with customers/ brands in industries beyond gaming, including architecture, engineering and construction; automotive, transportation and manufacturing; and film, animation + cinematics."
"We continue to gain significant traction with customers/ brands in industries beyond gaming, including architecture, engineering and construction; automotive, transportation and manufacturing; and film, animation + cinematics."
Unity works with:
• 8 of the top 10 architecture/design firms
• 9 of the top 10 auto companies
• 8 of the top 10 architecture/design firms
• 9 of the top 10 auto companies
CASE STUDY 
@SkanskaGroup one of the world’s largest construction companies, uses Unity for a range of applications, from photorealistic interior mockups to coordinated pre-fab animations, 2D and 3D logistics, model management, and 4D sequencing, etc.
@SkanskaGroup one of the world’s largest construction companies, uses Unity for a range of applications, from photorealistic interior mockups to coordinated pre-fab animations, 2D and 3D logistics, model management, and 4D sequencing, etc.
CASE STUDY 
@volvocars uses Unity to reimagine traditional processes across the lifecycle of designing, engineering, manufacturing, selling and servicing vehicles.
@volvocars uses Unity to reimagine traditional processes across the lifecycle of designing, engineering, manufacturing, selling and servicing vehicles.
CASE STUDY 
@MPC_Film used Unity on $DIS's recreation of The Lion King. It was shot in real-time, using Unity software integrated w/in physical-film hardware, incl cameras, dollies + cranes.
A+ vid featuring @Jon_Favreau on creating @disneylionking
@MPC_Film used Unity on $DIS's recreation of The Lion King. It was shot in real-time, using Unity software integrated w/in physical-film hardware, incl cameras, dollies + cranes.
A+ vid featuring @Jon_Favreau on creating @disneylionking
Of course the valuation is 
Also, we're only 5 months from its IPO! I think of this great thread from @FromValue on why NOT to buy into IPOs. https://mobile.twitter.com/FromValue/status/1305839556483313669
Ultimately, as a gaming company, I am intrigued by $U. Powering creators is certainly of the moment. But what Unity offers is much more.
While the there is obvious short-term trepidation, I can’t help but want to be part of the future!
While the there is obvious short-term trepidation, I can’t help but want to be part of the future!
Please check out the full post below. This was a great company to unpack and look forward to following it for years.
Make sure to sign-up for the newsletter as I pump out more Deep Dives like this one! https://mazwoodcap.substack.com/p/company-deep-dive-unity-technologies
Make sure to sign-up for the newsletter as I pump out more Deep Dives like this one! https://mazwoodcap.substack.com/p/company-deep-dive-unity-technologies
***
Some great resources on $U:
Great Thread #1 from @NunoPLeiria https://twitter.com/nunopleiria/status/1299122509657276416
Some great resources on $U:
Great Thread #1 from @NunoPLeiria https://twitter.com/nunopleiria/status/1299122509657276416
Great Thread #2 from @Badpak https://twitter.com/Badpak/status/1298001964123512838
Great Thread #3 from @marketplunger1 https://twitter.com/marketplunger1/status/1297988376369541121
Awesome @chitchatmoney pod with the always thoughtul @SeifelCapital (go @CCM_Brett and @CCM_Ryan) https://www.chitchatmoney.com/25-stocks-of-christmas-day-16-chris-seifel-talks-unity/
Great Longform #1 from @mariodgabriele https://twitter.com/MazwoodCap/status/1304194732789293056
/Fin
