유니티(Unity Software Inc.)의 실적 발표(Q4 2021)에 대해 간단히 정리한 내용:
Symbol: U
Market Cap: $31.79B
Industry: Application Software
With very healthy gross margins and our largest expense being R&D, ours is inherently a net — a high net margin business.
- 매우 건전한 총이익
- 연구개발(R&D)에 가장 많이 투자하고 있음
- 본질적으로 높은 순마진을 가진 비즈니스
We’re committed to continuing to improve operating margins as we continue to gain scale.
- 우리는 규모를 계속 확장하면서 영업 이익을 지속적으로 개선하기 위해 최선을 다하고 있음.
We expect to grow revenue above 30% for the long-term and expect to expand operating margin sequentially, breaking even on a non-GAAP basis within 2023.
- 우리는 장기적으로 30% 이상의 매출 성장을 예상됨.
- 점진적으로 영업마진을 확대하여, non-GAAP 기준으로 2023년 손익분기점을 달성할 것으로 예상함.
CEO John Riccitiello said: 유니티의 미래가 밝은 이유
Let me explain why I’m personally very optimistic about Unity’s prospects.
- First, we participate in a massive market with significant tailwind
- Second, Unity is a leader, is the leader in real-time 3D and we’re very well positioned to capitalize on these trends. we think our leadership position is strong and we’ll growing it and we’ll continue to do that.
- we’re expanding our addressable market with innovation around new products and strategic acquisitions
Q&A 세션:
질문: Hi. Thank you for taking my question. My question is around digital avatar. And now you have a lot more creation tools. How do you think about providing direct venues for creators to monetize their digital creations through Unity?
CEO 답변:
Before Unity, most content was built with tools from one platform to make the content for that platform and tools for another platform to do it for another platform.
It’s expensive, time consuming and it resulted in things like, some of the best game companies in the world like, they took, was it Supercell and Clash of Clans, took them like a year to come out on Android. I mean, that is just massive loss opportunity.
And so, we help our creators solve these problems and the area you’re asking one about has lots of problems that we’ve got our eyes wide open and clear about, and ways we think we can help solve them for our customers.
My opinion: CEO가 유니티의 장래 성장성에 대해 강력한 의지와 확신을 갖고 있다는 인상을 받음. 또한 최근 Weta와 Ziva를 인수하여 유니티를 통합 플랫폼으로 발전시켜서 추후 성장에 많은 기여를 할 것으로 예상됨.
출처: Unity Software Inc.’s (U) CEO John Riccitiello on Q4 2021 Results – Earnings Call Transcript