Summary of Unity Software Conference Call Company and Industry - **Company**: Unity Software (NYSE: U) - **Industry**: Video Game Development and Game Engine Technology Key Points and Arguments 1. **Unity's Market Position**: Unity powers 70% of the top mobile games globally and represents one-third of this year's hit games on Steam, indicating a strong market presence in game development [105][106][107] 2. **Challenges in the Industry**: The gaming industry faces challenges such as high-profile studio closures, increased marketing costs, and broken game discovery mechanics, which are affecting developers [106] 3. **Focus on Innovation**: Unity emphasizes the importance of gameplay innovation over graphical fidelity, encouraging developers to build authentic communities and focus on player value [107] 4. **Development Phases**: Unity outlines a three-phase approach to game creation: develop, deploy, and grow, with a focus on enhancing the connections between these phases [108] 5. **Unity Core Standards**: A new initiative aimed at enhancing security and reliability for third-party tools, providing developers with verified and signed packages [108] 6. **Production Verification**: Unity has implemented a production verification process, partnering with external studios like Konami to ensure quality and performance in real-world game development [109][133] 7. **Unity Studio**: A new web authoring tool in beta that allows non-gaming customers to create interactive applications without coding, showcasing Unity's commitment to expanding its user base [110][127] 8. **AI Integration**: Introduction of the Unity AI Gateway in 2026, allowing verified third-party agents to interact securely with the Unity editor [111] 9. **Cross-Platform Development**: Unity is simplifying cross-platform development with new tools and frameworks, enhancing the ability for developers to reach a wider audience [112] 10. **Native Commerce**: Unity is introducing a native commerce solution to manage digital catalogs and payment providers across multiple platforms, responding to the industry's demand for integrated commerce solutions [112] Other Important Content 1. **Collaboration with Epic Games**: Unity announced a partnership with Epic Games to bring Unity's in-app purchase SDK to Unreal Engine developers, facilitating cross-platform purchases and integration [114][115] 2. **Fortnite Integration**: Unity developers will be able to publish games directly into Fortnite, allowing them to participate in the Fortnite economy and reach a larger audience [116][117] 3. **Success Stories**: Highlighting the success of games like "Peak," which sold 10 million copies shortly after launch, demonstrating the effectiveness of Unity's development tools [132] 4. **Performance Improvements**: Unity has achieved significant reductions in build times and user-reported issues, with a focus on quality and stability in the development process [133] 5. **2D Game Development**: Unity continues to enhance its 2D tools, supporting a wide range of 2D game styles and ensuring high performance and stability for developers [150][151] This summary encapsulates the key insights and developments discussed during the Unity Software conference call, reflecting the company's strategic direction and industry challenges.

RT Dojo (@ohayo_dojo)Dojo Game Jam VII didn't just have the most submissions ever—it had the most impressive.This thread showcases all of them. They are well worth your time.If you want to build great things onchain, the blueprint is being drawn before your eyes, in the Dojo. ⛩️First up... 👇 https://t.co/PCBPxyxfL6 ...

Often times what tends to happen at especially at the successful games company is that sometimes these game developers who actually build the games they sort of lose control and the control like moves to the upper management and and and so forth and then this idea kind of start to grow on me and and and sort of my fellow co-founders. What if you would uh found a completely new type of games company and we you would almost like flip the organizational chart upside down. Meaning that instead of like the upper ...

Tech giant will reduce game development work https://t.co/jl1NEN4fCR ...

新浪科技讯 10月20日晚间消息，巨人网络董事长史玉柱现身为征途IP二十周年寄语，他指出过去两年 征途"人数的增长远远超过收入的增长"，这是他对团队最满意的地方，说明团队走在了正确的方向上。 总体上，他为团队和产品的表现打80分，希望团队未来重视年轻玩家，过好"会玩、好玩、耐玩"这三 关。 第三，耐玩。一款游戏很容易玩一段时间就开始觉得无聊，所以耐玩这个很难，但是又是必须要做的， 最主要的还是要想办法在玩家友谊性的、对抗性的互动上进一步强化，在随机性上进一步强化，能让明 天玩的内容和今天玩的内容、方式每天都有不同的变化，同一个功能玩起来过程是不一样的，这个还是 需要继续打磨的。 谈及年轻玩家，史玉柱强调和研发团队多次探讨，对年轻玩家要予以高度重视，并提出三个具体的优化 建议。 第一是美术风格，年轻玩家和老玩家对美术风格的感觉是不一样的，研发需要中间找一个平衡点；第二 就是要简单，现在年轻人的生活节奏很快，一款游戏过于复杂他是玩不了的，所以要能上手，就像傻瓜 版本一样，没有任何人教他，他自己就能很顺利地上手；第三，年轻玩家对游戏的兴趣点和老玩家也是 有些区别的，所以这个也是要跟玩家充分沟通之后，对一些规则、功能 ...

How Players Are Becoming Developers In The ‘Creator Era Of Gaming’https://t.co/hefmZnMYqshttps://t.co/hefmZnMYqs ...

How Players Are Becoming Developers In The ‘Creator Era Of Gaming’https://t.co/hefmZnMYqshttps://t.co/hefmZnMYqs ...

If your team is ready to build the next breakout game, this could be the place to start.Learn more and apply here:https://t.co/v7ifqwR3BO ...

Core Insights - The company reported a 9% YoY growth in total revenue to RMB27.9 billion, which was 2% below consensus expectations [3] - Operating profit increased by 30% YoY to RMB9.1 billion, also missing consensus by 1% [1] - Cash revenue reached RMB21.2 billion, reflecting a 20% YoY increase and beating forecasts by 3%, indicating successful summer campaigns [1] Financial Performance - Core online game revenue grew 15% YoY to RMB22.1 billion, slightly below consensus estimates [3] - Gross profit margin expanded to 64.7%, exceeding the consensus of 63.4% [3] - The company has a deferred revenue of RMB16.1 billion, which is a 28% YoY increase [3] Strategic Initiatives - The company is focusing on rejuvenating existing game portfolios and improving operational efficiency, prioritizing quality over quantity in game development [1] - Successful summer campaigns for key franchises such as Marvel Rivals and Where Winds Meet were highlighted, supported by strong operational capabilities [1] - Upcoming game launches include Destiny Rising and Diablo II, with a focus on cross-terminal global launches [1] Operational Adjustments - The company has streamlined its game development and marketing operations, leading to improved efficiency [1] - Significant increases in operating expenses (opex) by 6-8% were noted, particularly in sales and marketing (S&M) estimates, which were raised by 10-14% [2] Valuation and Outlook - The target price has been uplifted to US$153/HK$240 based on adjusted earnings per share and net cash [3] - The company has repurchased approximately 0.5 million shares and has a remaining buyback quota of US$3.0 billion until January 2026 [3]

Infrastructure & Scalability - Requires diligence and proof of concept phases before deployment to address scaling issues in development and technology [1] - Needs improvement and scaling of backend testing to meet end-user expectations [1] - GPU acceleration is a growing need for teams to provide better testing coverage [2] - NVIDIA vGPU solution is considered the best option for addressing GPU needs in the market [2] Efficiency & Cost Savings - Infrastructure improvements enable faster validation for level design, UI, and textures [3] - Significant improvements in power draw efficiency translate to data center savings [3] - New infrastructure facilitates easier management of more devices within the CICD system [3] Business Impact - Central Technology team's efforts are focused on supporting game studios [4] - Improved infrastructure contributes to meeting user needs more effectively [4]