While I do agree that Unity probably doesn’t fit into the hyper growth model that this board seeks, I believe they deserve a little more credit. Sure, COVID brought huge tailwinds for the Operate Solutions segment which grew at 72% YoY this last quarter, but the Create Solutions segment experienced headwinds from COVID but still grew 24%, 38%, and 45% YoY in Q1, Q2, Q3 respectively. There is more going on with this company as they go into new verticals successfully.
-Junomean