知名游戏引擎开发商Unity Software Inc.(U)周四盘中大涨超过5%,引发市场广泛关注。导致股价大涨的主要原因是公司宣布取消此前颇有争议的"运行时费用"定价政策。
去年9月,Unity Software提出向开发者收取"运行时费用",如果开发商的游戏收入或用户安装量达到特定门槛,公司就会按下载次数收取费用。这一政策一经推出即遭到开发者社区的强烈抨击和抵制,侵蚀了公司的信任。最终Unity Software不得不撤回该政策的部分内容。直到本周三,公司宣布全面取消"运行时费用"模式,恢复原有的订阅定价。
该举措无疑重建了Unity Software与开发者生态系统的关系,消除了影响公司发展的重要阻力。投资者因此对公司前景看好,期望公司能够持续夯实开发者基础,为未来发展奠定基础。这种乐观预期体现在当日交易中,Unity Software期权方面出现了多笔关注的大单交易,包括看好公司股价将在26年翻三倍的看涨期权。
不过,Unity Software今年以来业绩逆风也值得关注。该公司在今年进行了裁员和关闭办事处等调整,股价较去年高位下跌约58%。未来公司仍需在持续修复与客户关系、稳固开发者生态的同时,在经营管理等方面有所改善和创新。
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