Japan/Asia Long-Short, LightStream Research

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Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Capital Markets

<p>Unity Technologies is in the process of prepping for an IPO this year. The company develops the Unity game engine which is widely used to develop video games, particularly mobile and indie games. The market for game engines is mostly split between Unity and Epic Games’ Unreal Engine though larger game developers can use their own in-house developed engines. With this attractive situation on offer to the two companies, we examine below whether the market is likely to be bifurcated or result in clash for market share. We also highlight the moves both companies have been making to strengthen their online gaming functionality.</p>

Unity Technologies is in the process of prepping for an IPO this year. The company develops the Unity game engine which is widely used to develop video games, particularly mobile and indie games. The market for game engines is mostly split between Unity and Epic Games’ Unreal Engine though larger game developers can use their own in-house developed engines. With this attractive situation on offer to the two companies, we examine below whether the market is likely to be bifurcated or result in clash for market share. We also highlight the moves both companies have been making to strengthen their online gaming functionality.

Unity Technologies Pre-IPO – Unlikely to Dethrone Unreal Engine in AAA But Watch the M&A Strategy

United States

Unity Software Inc. provides software solutions. The Company offers graphic tools to create, run, and monetize real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. Unity Software serves customers worldwide.

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Unity Software (U US)

Unity Technologies Pre-IPO – Unlikely to Dethrone Unreal Engine in AAA But Watch the M&A Strategy

Unity Technologies is in the process of prepping for an IPO this year. The company develops the Unity game engine which is widely used to develop...

Mio Kato

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