核心亮点:- 第三季度营收为4.47亿美元,同比下降18%
- 净亏损为1.25亿美元,同比亏损收窄
- 毛利率为75.0%,同比下降3个百分点
收入拆解:Create Solutions:
- 第三季度营收1.47亿美元,同比下降22%,前三季度下降19%
- 受广告市场竞争加剧及游戏业务疲软影响
Grow Solutions:
- 第三季度营收2.99亿美元,同比下降16%,前三季度下降11%
- 受地缘政治不稳定等因素影响
管理层观点展望:管理层强调将重点关注内容创作、AR/VR/云游戏领域,并计划进一步精简业务降低成本。他们对Unity的长期前景保持乐观,但预计未来一段时间内营收和利润仍将面临压力。
运营数据:前三季度经营活动现金流为2.03亿美元,经营亏损为6.31亿美元。公司目前有14.16亿美元现金及等价物,22.38亿美元可转换债券。按目前亏损水平,现金可维持约2.7年运营。
运营风险:宏观经济疲弱、地缘政治动荡、关键人员流失、新技术发展落后等因素可能持续影响公司经营业绩。
公告原文
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