Unity Software:广告平台“Vector”公布,2025年第二季度上线,2025年第三季度影响收入

国泰君安国际研...
26 Feb

国泰君安香港报告日期:2025/2/21摘要:我们维持对Unity Software(“公司”)的“买入”评级,并将目标价格上调至34.45美元。公司在财报电话会议上宣布了Unity Vector,这是Grow业务的新广告平台,预计将于2025年第二季度投入运营,并于2025年第三季度开始带来收入。因此,我们将2025年和2026年的总收入预测分别提高至18.60亿美元(+3%)和22.07亿美元...

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