Unity's Q2 FY25 results show progress in the turnaround, with strong Create Solutions growth offsetting declines in legacy Grow Solutions revenue. The new AI-powered Vector ad platform is driving ...
If you’re a mobile platform with access to a vast amount of gaming data, well, then it’s pretty much a foregone conclusion that you’re gonna launch an AI-powered ad platform. AppLovin has Axon and now ...
I'm still bullish on Unity, but the higher valuation and underwhelming Q2 results reduce my enthusiasm a bit. Unity's long-term edge lies in its game engine and proprietary user data, which support ...