被 Applovin 压太久?Unity 未起先嗨

华尔街见闻
24 Feb

美东时间 2 月 20 日美股盘后,游戏引擎龙头Unity发布了 2024 年四季度业绩。Q4 当期业绩没问题,核心的财务指标几乎都超了预期。但是暴雷在 Q1 指引上,收入利润双双 miss 了预期。 在年初的《Applovin 和 Unity 的比较研究》中就强调:2025 年的 Unity,蹲的就是拐点。由于内部技术进展难以在业绩中快速体现,因此管理层在电话会中的相关表述就更关键。 因此这次 ...

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