Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

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<h2>Headline Development</h2><p>Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.</p>

Headline DevelopmentHertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.

<p>Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.</p>

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Unity Technologies' second-quarter performance in 2025 showcased notable progress and challenges across its operational segments.</li><li>The company's financial results exceeded expectations, highlighting strengths in both the Grow and Create segments.</li><li>The total revenue surpassed the high end of guidance by $16 million, and adjusted EBITDA exceeded projections by $15 million.</li></ul>

Unity Technologies' second-quarter performance in 2025 showcased notable progress and challenges across its operational segments.The company's financial results exceeded expectations, highlighting strengths in both the Grow and Create segments.The total revenue surpassed the high end of guidance by $16 million, and adjusted EBITDA exceeded projections by $15 million.

Unity Software: Geographic Expansion, Market Penetration & Other Factors Powering Our Optimism!

<ul><li>Unity Technologies recently reported their earnings, presenting both its positive strides and current challenges in the first quarter of 2025.</li><li>The company's results exceeded expectations in several areas, notably in revenue and adjusted EBITDA, surpassing high-end guidance by 5% and 29% respectively.</li><li>The company attributed this growth to its unified efforts in the Grow and Create segments, both of which exhibited considerable strength.</li></ul>

Unity Technologies recently reported their earnings, presenting both its positive strides and current challenges in the first quarter of 2025.The company's results exceeded expectations in several areas, notably in revenue and adjusted EBITDA, surpassing high-end guidance by 5% and 29% respectively.The company attributed this growth to its unified efforts in the Grow and Create segments, both of which exhibited considerable strength.

Unity Software: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

<ul><li>Unity Technologies has managed to deliver a notable performance in the latest quarter, surpassing its guidance on both revenue and adjusted EBITDA.</li><li>The revenues from its strategic portfolio increased, and its adjusted EBITDA not only beat the high end by 26% but was also supported by a solid free cash flow showing a 74% increase from the previous year.</li><li>A significant advancement was seen in Unity's Create solutions, with revenues rising by 9% year-over year, fueled by a 15% increase in subscriptions.</li></ul>

Unity Technologies has managed to deliver a notable performance in the latest quarter, surpassing its guidance on both revenue and adjusted EBITDA.The revenues from its strategic portfolio increased, and its adjusted EBITDA not only beat the high end by 26% but was also supported by a solid free cash flow showing a 74% increase from the previous year.A significant advancement was seen in Unity's Create solutions, with revenues rising by 9% year-over year, fueled by a 15% increase in subscriptions.

Unity Software Inc.: Unity Vector Transition As A Significant Endeavor To Revitalize Growth!

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)

Weekly Innovation Review (WIRE) #55

Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...

Granite Bay Capital

Weekly Innovation Review (WIRE) #44

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic...

Granite Bay Capital

Unity Software: Geographic Expansion, Market Penetration & Other Factors Powering Our Optimism!

Unity Technologies' second-quarter performance in 2025 showcased notable progress and challenges across its operational segments. The company's...

Baptista Research

Unity Software: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

Unity Technologies recently reported their earnings, presenting both its positive strides and current challenges in the first quarter of 2025. The...

Baptista Research

Unity Software Inc.: Unity Vector Transition As A Significant Endeavor To Revitalize Growth!

Unity Technologies has managed to deliver a notable performance in the latest quarter, surpassing its guidance on both revenue and adjusted...

Baptista Research

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