Unity Software: An Inflection That Most Are Missing - Why I'm Long

  • Unity Software is undergoing a strategic transformation, shedding underperforming segments to become more focused, profitable, and efficient. The Create and Grow segments are showing momentum, with Unity 6 adoption and the new AI-powered Vector ad platform driving improved performance. I expect revenue growth to inflect positively by Q4 2025, with free cash flow reaching $350 million in 2025 and margins expanding steadily.