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高本夢比會畫大餅的遊戲引擎 Unity 的 Q2 財報營收年增79%至5.33億高於預期的5.16億，主要的貢獻來自Grow Solution，但這主要的貢獻是收購 IronSource挹注的廣告營收，Grow Solution 佔了總營收超過6成。

Unity預計Q3的營收5.4-5.5億，換算年增約67-70%，EBITDA 會在9000萬-1億。預計遊戲廣告整年會相對持平，尤其中國市場相對疲軟會導致 professional services 疲軟。

以全年來說，Unity調高全年營收指引約4000萬至21.2億-22億，年增52-58%。EBITDA 從2.5-3億調高至3.2-3.4億。
——
遊戲廣告為大宗的Unity和Applovin各自說了什麼故事讓股價結果分道揚鑣？CTV廣告的巨頭The Trade Desk則透露哪些行業廣告支出確實復甦了，可以看這篇新文章
https://ieobserv.com/adtech_2Q23

Patreon版本：https://www.patreon.com/posts/87585989?pr=true

IEObserve 國際經濟觀察
高本夢比會畫大餅的遊戲引擎 Unity 的 Q2 財報營收年增79%至5.33億高於預期的5.16億，主要的貢獻來自Grow Solution，但這主要的貢獻是收購 IronSource挹注的廣告營收，Grow Solution 佔了總營收超過6成。

Unity預計Q3的營收5.4-5.5億，換算年增約67-70%，EBITDA 會在9000萬-1億。預計遊戲廣告整年會相對持平，尤其中國市場相對疲軟會導致 professional services 疲軟。

以全年來說，Unity調高全年營收指引約4000萬至21.2億-22億，年增52-58%。EBITDA 從2.5-3億調高至3.2-3.4億。
——
遊戲廣告為大宗的Unity和Applovin各自說了什麼故事讓股價結果分道揚鑣？CTV廣告的巨頭The Trade Desk則透露哪些行業廣告支出確實復甦了，可以看這篇新文章
https://ieobserv.com/adtech_2Q23

Patreon版本：https://www.patreon.com/posts/87585989?pr=true
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Mr. Durov launched Telegram in late 2013 with his brother, Nikolai, just months before he was pushed out of VK, the Russian social-media platform he founded. Mr. Durov pitched his new app—funded with the proceeds from the VK sale—less as a business than as a way for people to send messages while avoiding government surveillance and censorship.

高本夢比會畫大餅的遊戲引擎 Unity 的 Q2 財報營收年增79%至5.33億高於預期的5.16億，主要的貢獻來自Grow Solution，但這主要的貢獻是收購 IronSource挹注的廣告營收，Grow Solution 佔了總營收超過6成。

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