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Posted by
Two Blokes May 24, 2025 -
Filed in
Stock
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6 views
The new management has already delivered improved numbers, as observed in U's growing subscription base and higher dollar-based net expansion rate. This is on top of the recently completed migration from its legacy Unity ad network to Unity Vector, with Q3'25 likely to bring forth robust sequential growth. With U's direct competitor, APP, highlighting growing ad dollar share while offering rich FQ2'25 guidance, we believe that the former's break-out is only a matter of time.
