[gcampos]

Unity was never profitable and was always dependent on vc money.

For sure it's a great product, but the truth is that it was subsidized by vc capital and is not a sustainable business

[danielmarkbruce]

It's slightly better than operating cashflow neutral. It's growing at a very healthy rate. It's definitely sustainable.

The debate is around is it worth $5 billion or $50 billion. It's not as easy as one might think to figure which.

[ffgjgf1]

> slightly better than operating cashflow neutral

Only because they are issuing massive amounts of stock (IIRC ~15% per year) to pay their employees and not doing any buybacks. How sustainable is that?

> It's growing at a very healthy rate

The problem is that it’s not. YoY growth they reported yesterday was -2% and they are also guiding for negative growth next year.

[coffeebeqn]

It certainly could be a smaller profitable company but that’s not how the world works apparently