Discussion

• @swodinsky Shoshana Wodinsky on x

  soooooo unity is an adtech company now i guess 🥴 https://twitter.com/...

• @sh4na Shana on x

  Wait what, Unity is merging with the company best known for its malware delivery system, so popular that it has its own entries in VirusTotal, was blacklisted on Windows by MS, and was used to spread fake flash installers through the Equifax site?! What?? https://twitter.com/...

• @unitygames @unitygames on x

  We're thrilled to announce that we have entered into an agreement to merge with ironSource to accelerate a unique end-to-end platform that powers creators' success! Learn more on our blog. https://blog.unity.com/...

• @eric_seufert Eric Seufert on x

  Unity today announced that it will merge with ironSource (although Unity shareholders will own ~3/4 of the company). While surprising as a stand-alone deal, this merger is emblematic of consolidation taking place across mobile. Thoughts in a thread (1/X) https://mobiledevmemo.com…

• @bruceqburke Bruce Burke on x

  Hello ⁦@Apple⁩ Car Lead! 🙌 🤩 Longtime @Tesla executive who played an important role in developing the company's advanced driver-assistance system known as #Autopilot is leaving the company, in the electric-vehicle maker's latest exec departure. 🫠 https://www.wsj.com/...

• @eric_seufert Eric Seufert on x

  4/ So why merge? I offer two reasons: Monetization (esp. Mediation) and Profit (a few people suggested that I should have swapped the order of these). Mediation is the means by which critical pricing data can be collected absent the IDFA-indexed feedback loop post-ATT. https://tw…

• @eric_seufert Eric Seufert on x

  5/ And iS is a profitable company, whereas Unity has never been profitable. Unity claimed it could be profitable this year in its Q1 earnings call; the combined company believes it can achieve $1BN in Adj EBITDA run rate by end of 2024. https://twitter.com/...

• @eric_seufert Eric Seufert on x

  7/ In a fragmented market I doubt either company could have commanded more than low double-digit SSP / mediation market share; in combination, assuming complementary functionality between iS' various advertiser-facing tools, potentially real competition comes to this market. http…

• @katie_roof Katie Roof on x

  52 new unicorns in Israel in just 6 months!? https://twitter.com/...

• @eric_seufert Eric Seufert on x

  6/ My sense is that this merger was motivated by Applovin's acquisition of MoPub, which gives it a plurality if not majority of in-game advertising supply now. Aggregation of supply is critical in producing data needed to optimize advertiser campaigns https://mobiledevmemo.com/..…

• @eric_seufert Eric Seufert on x

  3/ Both companies have seen their share prices pummeled since ATT was introduced ($U down 61%, $IS down 80%). These companies are also suffering from the general correction in high-growth tech stocks. ATT isnt the sole factor but it certainly has created headwinds. https://twitte…

• @techcrunch @techcrunch on x

  Unity and ironSource confirmed that they are merging of “two powerhouses” in interactive development and app monetization, valuing @ironSource at $4.4B. @ingridlunden has the story here: https://techcrunch.com/...

• @eric_seufert Eric Seufert on x

  2/ First, why? ATT created a more challenging operating environment for mobile advertising. Unity and iS are among the largest mobile gaming advertising networks, but iS has a mature & scaled mediation platform. https://mobiledevmemo.com/...

• @amandafarough Manda on x

  Miraculous how one company can say so little with so many words. https://twitter.com/...

• @roxaloxa Ari Velazquez on x

  bro look at yourself. none of this means a goddamn thing. you're having a stroke and spouting buzzwords while acquiring companies that do nothing for your users https://twitter.com/...

• @futterish Mike Futter on x

  This is a merger, not an acquisition... following layoffs. The picture is becoming clearer. https://twitter.com/...

• @dj_link David Amador on x

  Unity fires a bunch of people and buys a company for monetization and analytics, this seems like a big slap. https://twitter.com/...

• @richardcobbett Richard Cobbett on x

  (reads comments) Oh, good. Nobody understands this. https://twitter.com/...

• @joewintergreen Joe Wintergreen on x

  I've been saying this for years Unity folks but get outta there it's gonna blow Unreal is great but Doom 3 is another good option https://twitter.com/...

• @ingridlunden Ingrid on x

  I said last week that it felt like a lot of M&A deals, of all sizes, were raining down at the moment. This is the latest one to land. https://twitter.com/...

• @rossdawson Ross Dawson on x

  Unity, share price -70% this year to a value of $12bn, is merging with app monetisation platform Ironsource to broaden their gaming industry base. Unity still makes losses despite its presence and obvious potential, this merger helps get it into the black https://techcrunch.com/.…

• @sserrano44 @sserrano44 on x

  I hope this doesn't ruin one of my favorite tools 😒 https://twitter.com/...

• @brkeogh Brendan Keogh on x

  I've always said we need a unique end-to-end platform that powers creators' success. https://twitter.com/...

• @iansherr Ian Sherr on x

  Can we get a show of hands for who's left that isn't an advertising company? https://twitter.com/...