Unity/ironSource create a strong competitor to AppLovin. Given much of mobile games are created on Unity, AppLovin may find it difficult to keep its customers.

If you define the metaverse as a Ready-Player-One-style galaxy of virtual places, games, and experiences, no company might be as well positioned to deliver it as Unity.

By combining Unity’s new PolySpatial technology with Apple’s RealityKit-managed app rendering, content created in Unity will have a unified look and feel alongside other apps in visionOS.

Can Unity Software catalyze its valuation with a new CEO, scrapped pricing plan, and the launch of its Vector AI platform for game developers. Read to know why I rate U as Buy.

Unity, ironSource and their respective directors and executive officers may be considered participants in the solicitation of proxies in connection with the proposed transaction.