Unity Software(US:U)2025-11-19 10:00Summary of Unity Software Conference Call Company Overview - Company: Unity Software (NYSE: U) - Event: Unite 2025 Conference - Date: November 19, 2025 - Location: Barcelona Key Points Industry Insights - Unity powers 70% of the top mobile games globally and represents one-third of this year's hit games on Steam [110][111] - The gaming industry is experiencing growth, but challenges persist, including high-profile studio closures and increased marketing costs [111] - Unity emphasizes the importance of gameplay innovation over mere graphical enhancements [111] Product Development and Features - Unity is focusing on three phases of game creation: develop, deploy, and grow [111][112] - Introduction of Unity Core Standards to enhance security and reliability for third-party tools [112] - Unity 6 aims to improve performance, stability, and upgradeability, with a focus on production verification [113][125] - New Unity Studio tool launched to facilitate collaboration for non-gaming customers [114][128] - Unity AI Gateway to be introduced in 2026, allowing verified third-party agents to interact with the editor securely [115] Partnerships and Collaborations - Unity has partnered with Konami to develop the game Survival Kids, which serves as a production verification exercise [113][136] - Collaboration with Epic Games announced, allowing Unity developers to publish games directly into the Fortnite ecosystem [119][120] Game Development Trends - Emphasis on rapid development cycles, with examples of small teams achieving significant success, such as Peak, which sold 10 million copies shortly after launch [130][132] - Unity's commitment to improving build times, with examples showing reductions from four hours to two and 90 minutes to 30 [126] Awards and Recognition - Unity games have received numerous awards, including the Games for Impact award at Gamescom [57][59] - The 17th annual Unity Awards are upcoming, celebrating the achievements of developers using Unity [63][64] Future Directions - Unity is committed to enhancing cross-platform development and simplifying the game creation process [94][116] - The company aims to support developers in player acquisition and monetization through tools like Unity Vector AI [116] Notable Games and Developers - Highlighted games include Hollow Knight: Silksong, PGA Tour 2K25, and Thank Goodness You're Here [145][140][62] - Unity's tools have enabled diverse game genres, showcasing the platform's versatility [144] Conclusion - Unity is focused on being a partner to developers, providing tools and support to help them succeed in a competitive gaming landscape [111][122]