Core Insights - Unity's shares have fallen over 80% since late 2022, with a 17% revenue drop in 2024 due to poor decisions, including the acquisition of ironSource and the cancellation of developer fees [1][2] Group 1: Company Restructuring - Unity initiated a "reset" in early 2024 by exiting non-core businesses, laying off a significant portion of its workforce, and appointing Matthew Bromberg as the new CEO [2] - The company has canceled the controversial Runtime Fee that charged developers for game installs, which had raised concerns about the viability of free-to-play games [4] Group 2: Revenue and Growth - Despite overall revenue contraction, subscription revenue for Unity Pro and Unity Enterprise is growing again following a price increase [5] - Unity's new AI-powered advertising platform, Unity Vector, has led to a 15% sequential growth in the Unity Ad Network in the second quarter, indicating a positive trend [6] Group 3: Market Position - Unity remains one of only two major commercial game engines widely used in the industry, and while trust issues persist, there has not been a significant loss of customers [5]