Unity – IPO Note 2

Unity filed S-1/A yesterday so now we have a better grasp on pricing. I'm not going to do a sensitivity analysis table which shows the relationship between market capitalization, estimated revenue / revenue growth and the multiple since FinTwit has done a great job. https://twitter.com/jaminball/status/1303734544068038656?s=20 @jaminball Since it's typical for IPO stock to pop, what … Continue reading Unity – IPO Note 2

Unity – IPO Note

💡 This note is NOT an advice for making any investment decisions. Data in this note is hand-collected so it's recommended to double check your data provider and S-1. The content here is my intellectual exercise so it might deviate from reality substantially and should be different from typical S-1 tear-down or IPO snapshot (hopefully … Continue reading Unity – IPO Note

Thoughts on Unity and Game Engine before Unity IPO

If you still click the tweet T+N days after Unity S-1 was filed, I bet you have already checked Fintwit threads and relevant information on the stock so I would just skip S-1 summaries, comp table/chart on SaaS metrics, or historical financials. If you haven't checked those information, I collect stuff I believe informative in … Continue reading Thoughts on Unity and Game Engine before Unity IPO