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   <title>Unity 7 Roadmap Revealed At Unite Seoul</title>
   <link>http://www.streetinsider.com/Press+Releases/Unity+7+Roadmap+Revealed+At+Unite+Seoul/26790856.html</link>
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&lt;p class=&quot;bwalignc&quot;&gt;&lt;i&gt;U7 Enables Creators, Teams, And Coding Agents To Collaborate Across The Entire Development Cycle&lt;/i&gt;&lt;/p&gt;
&lt;p&gt;    SEOUL, South Korea--(BUSINESS WIRE)-- Today at Unite Seoul, Unity (NYSE: U) announced plans for Unity 7, the next generation authoring platform for developing, deploying, and growing games.&lt;/p&gt;&lt;p&gt;Game creation has evolved, with teams of creators and coding agents now working side by side across every part of the craft. Unity 7 is built for that world, designed as an open, collaborative platform where developers, artists, producers, and coding agents can work together across the full development lifecycle.&lt;/p&gt;&lt;p&gt;Unity 7 works hand-in-hand with the AI</description>
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   <pubDate>Mon, 20 Jul 2026 22:00:00 -0400</pubDate>
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   <title>Unity 7 Roadmap Revealed At Unite Seoul</title>
   <link>http://www.streetinsider.com/Press+Releases/Unity+7+Roadmap+Revealed+At+Unite+Seoul/26790856.html</link>
   <description>
&lt;p class=&quot;bwalignc&quot;&gt;&lt;i&gt;U7 Enables Creators, Teams, And Coding Agents To Collaborate Across The Entire Development Cycle&lt;/i&gt;&lt;/p&gt;
&lt;p&gt;    SEOUL, South Korea--(BUSINESS WIRE)-- Today at Unite Seoul, Unity (NYSE: U) announced plans for Unity 7, the next generation authoring platform for developing, deploying, and growing games.&lt;/p&gt;&lt;p&gt;Game creation has evolved, with teams of creators and coding agents now working side by side across every part of the craft. Unity 7 is built for that world, designed as an open, collaborative platform where developers, artists, producers, and coding agents can work together across the full development lifecycle.&lt;/p&gt;&lt;p&gt;Unity 7 works hand-in-hand with the AI</description>
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   <pubDate>Mon, 20 Jul 2026 22:00:00 -0400</pubDate>
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   <title>Unity 7 Roadmap Revealed At Unite Seoul</title>
   <link>http://www.streetinsider.com/Business+Wire/Unity+7+Roadmap+Revealed+At+Unite+Seoul/26790856.html</link>
   <description>
&lt;p class=&quot;bwalignc&quot;&gt;&lt;i&gt;U7 Enables Creators, Teams, And Coding Agents To Collaborate Across The Entire Development Cycle&lt;/i&gt;&lt;/p&gt;
&lt;p&gt;    SEOUL, South Korea--(BUSINESS WIRE)-- Today at Unite Seoul, Unity (NYSE: U) announced plans for Unity 7, the next generation authoring platform for developing, deploying, and growing games.&lt;/p&gt;&lt;p&gt;Game creation has evolved, with teams of creators and coding agents now working side by side across every part of the craft. Unity 7 is built for that world, designed as an open, collaborative platform where developers, artists, producers, and coding agents can work together across the full development lifecycle.&lt;/p&gt;&lt;p&gt;Unity 7 works hand-in-hand with the AI</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Unity+7+Roadmap+Revealed+At+Unite+Seoul/26790856.html</guid>
   <pubDate>Mon, 20 Jul 2026 22:00:00 -0400</pubDate>
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   <title>Unity 7 Roadmap Revealed At Unite Seoul</title>
   <link>http://www.streetinsider.com/Business+Wire/Unity+7+Roadmap+Revealed+At+Unite+Seoul/26790856.html</link>
   <description>
&lt;p class=&quot;bwalignc&quot;&gt;&lt;i&gt;U7 Enables Creators, Teams, And Coding Agents To Collaborate Across The Entire Development Cycle&lt;/i&gt;&lt;/p&gt;
&lt;p&gt;    SEOUL, South Korea--(BUSINESS WIRE)-- Today at Unite Seoul, Unity (NYSE: U) announced plans for Unity 7, the next generation authoring platform for developing, deploying, and growing games.&lt;/p&gt;&lt;p&gt;Game creation has evolved, with teams of creators and coding agents now working side by side across every part of the craft. Unity 7 is built for that world, designed as an open, collaborative platform where developers, artists, producers, and coding agents can work together across the full development lifecycle.&lt;/p&gt;&lt;p&gt;Unity 7 works hand-in-hand with the AI</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Unity+7+Roadmap+Revealed+At+Unite+Seoul/26790856.html</guid>
   <pubDate>Mon, 20 Jul 2026 22:00:00 -0400</pubDate>
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   <title>Shlomo Dovrat to resign from Unity Software board</title>
   <link>http://www.streetinsider.com/Board+Changes/Shlomo+Dovrat+to+resign+from+Unity+Software+board/26780515.html</link>
   <description>&lt;p&gt;Shlomo Dovrat has informed the board of directors of Unity Software Inc. (NYSE: U) of his intention to resign as a board member, according to a company statement. His resignation is effective July 24, 2026.&lt;/p&gt;</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Board+Changes/Shlomo+Dovrat+to+resign+from+Unity+Software+board/26780515.html</guid>
   <pubDate>Thu, 16 Jul 2026 17:08:09 -0400</pubDate>
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   <title>Shlomo Dovrat to resign from Unity Software board</title>
   <link>http://www.streetinsider.com/Corporate+News/Shlomo+Dovrat+to+resign+from+Unity+Software+board/26780515.html</link>
   <description>&lt;p&gt;Shlomo Dovrat has informed the board of directors of Unity Software Inc. (NYSE: U) of his intention to resign as a board member, according to a company statement. His resignation is effective July 24, 2026.&lt;/p&gt;</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Corporate+News/Shlomo+Dovrat+to+resign+from+Unity+Software+board/26780515.html</guid>
   <pubDate>Thu, 16 Jul 2026 17:08:09 -0400</pubDate>
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   <title>Form  8-K        Unity Software Inc.       For: Jul 13</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Unity+Software+Inc.+++++++For%3A+Jul+13/26780486.html</link>
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   <pubDate>Thu, 16 Jul 2026 17:05:00 -0400</pubDate>
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   <title>Form  8-K        Unity Software Inc.       For: Jul 13</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Unity+Software+Inc.+++++++For%3A+Jul+13/26780486.html</link>
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   <pubDate>Thu, 16 Jul 2026 17:05:00 -0400</pubDate>
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   <title>Unity Announces Date of Second Quarter 2026 Financial Results Webcast</title>
   <link>http://www.streetinsider.com/Press+Releases/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</link>
   <description>
&lt;p&gt;    SAN FRANCISCO--(BUSINESS WIRE)--
Unity (NYSE: U) announced today it will release second quarter 2026 financial results before the market opens on August 5, 2026, with a webcast to follow at 8:30 a.m. ET/5:30 a.m. PT.

&lt;/p&gt;&lt;p&gt;
The webcast and financial results will be accessible at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestors.unity.com&amp;amp;esheet=54565815&amp;amp;newsitemid=20260708958940&amp;amp;lan=en-US&amp;amp;anchor=investors.unity.com&amp;amp;index=1&amp;amp;md5=2cd605afefd949554d702d83c36944e7&quot; shape=&quot;rect&quot;&gt;investors.unity.com&lt;/a&gt;. A replay of the webcast will also be available on Unity’s Investor Relations website.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Unity Software Inc. (Unity)&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality (XR). For more</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</guid>
   <pubDate>Wed, 08 Jul 2026 08:50:00 -0400</pubDate>
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   <title>Unity Announces Date of Second Quarter 2026 Financial Results Webcast</title>
   <link>http://www.streetinsider.com/Press+Releases/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</link>
   <description>
&lt;p&gt;    SAN FRANCISCO--(BUSINESS WIRE)--
Unity (NYSE: U) announced today it will release second quarter 2026 financial results before the market opens on August 5, 2026, with a webcast to follow at 8:30 a.m. ET/5:30 a.m. PT.

&lt;/p&gt;&lt;p&gt;
The webcast and financial results will be accessible at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestors.unity.com&amp;amp;esheet=54565815&amp;amp;newsitemid=20260708958940&amp;amp;lan=en-US&amp;amp;anchor=investors.unity.com&amp;amp;index=1&amp;amp;md5=2cd605afefd949554d702d83c36944e7&quot; shape=&quot;rect&quot;&gt;investors.unity.com&lt;/a&gt;. A replay of the webcast will also be available on Unity’s Investor Relations website.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Unity Software Inc. (Unity)&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality (XR). For more</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</guid>
   <pubDate>Wed, 08 Jul 2026 08:50:00 -0400</pubDate>
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   <title>Unity Announces Date of Second Quarter 2026 Financial Results Webcast</title>
   <link>http://www.streetinsider.com/Business+Wire/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</link>
   <description>
&lt;p&gt;    SAN FRANCISCO--(BUSINESS WIRE)--
Unity (NYSE: U) announced today it will release second quarter 2026 financial results before the market opens on August 5, 2026, with a webcast to follow at 8:30 a.m. ET/5:30 a.m. PT.

&lt;/p&gt;&lt;p&gt;
The webcast and financial results will be accessible at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestors.unity.com&amp;amp;esheet=54565815&amp;amp;newsitemid=20260708958940&amp;amp;lan=en-US&amp;amp;anchor=investors.unity.com&amp;amp;index=1&amp;amp;md5=2cd605afefd949554d702d83c36944e7&quot; shape=&quot;rect&quot;&gt;investors.unity.com&lt;/a&gt;. A replay of the webcast will also be available on Unity’s Investor Relations website.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Unity Software Inc. (Unity)&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality (XR). For more</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</guid>
   <pubDate>Wed, 08 Jul 2026 08:50:00 -0400</pubDate>
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   <title>Unity Announces Date of Second Quarter 2026 Financial Results Webcast</title>
   <link>http://www.streetinsider.com/Business+Wire/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</link>
   <description>
&lt;p&gt;    SAN FRANCISCO--(BUSINESS WIRE)--
Unity (NYSE: U) announced today it will release second quarter 2026 financial results before the market opens on August 5, 2026, with a webcast to follow at 8:30 a.m. ET/5:30 a.m. PT.

&lt;/p&gt;&lt;p&gt;
The webcast and financial results will be accessible at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestors.unity.com&amp;amp;esheet=54565815&amp;amp;newsitemid=20260708958940&amp;amp;lan=en-US&amp;amp;anchor=investors.unity.com&amp;amp;index=1&amp;amp;md5=2cd605afefd949554d702d83c36944e7&quot; shape=&quot;rect&quot;&gt;investors.unity.com&lt;/a&gt;. A replay of the webcast will also be available on Unity’s Investor Relations website.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Unity Software Inc. (Unity)&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality (XR). For more</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Unity+Announces+Date+of+Second+Quarter+2026+Financial+Results+Webcast/26744945.html</guid>
   <pubDate>Wed, 08 Jul 2026 08:50:00 -0400</pubDate>
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   <title>Unity Software (U) PT Raised to $36 at Wells Fargo</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Unity+Software+%28U%29+PT+Raised+to+%2436+at+Wells+Fargo/26738071.html</link>
   <description>Wells Fargo analyst Alec Brondolo raised the price target on Unity Software (NYSE: U) to $36.00  (from $35.00) while maintaining a Overweight rating.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+PT+Change/Unity+Software+%28U%29+PT+Raised+to+%2436+at+Wells+Fargo/26738071.html</guid>
   <pubDate>Tue, 07 Jul 2026 06:37:32 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">U</category>
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   <title>Raymond James Starts Unity Software (U) at Market Perform</title>
   <link>http://www.streetinsider.com/New+Coverage/Raymond+James+Starts+Unity+Software+%28U%29+at+Market+Perform/26701515.html</link>
   <description>&lt;p&gt;Raymond James analyst Andrew Marok initiates coverage on Unity Software (NYSE: U) with a Market Perform rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are initiating coverage of Unity Software (U) with a Market Perform rating. Unity remains a strategically important platform at the center of real-time 3D creation and mobile game monetization, with fundamentals meaningfully improved following its post-2023 portfolio reset. We see several attractive characteristics underpinning the business today: 1) Unity’s engine remains deeply embedded across mobile, indie, mid-tier, and emerging cross-platform game development, supporting a durable, subscription-led Create revenue base; 2) the successful migration of the Unity Ad Network to Vector</description>
   <guid isPermaLink="true">http://www.streetinsider.com/New+Coverage/Raymond+James+Starts+Unity+Software+%28U%29+at+Market+Perform/26701515.html</guid>
   <pubDate>Mon, 29 Jun 2026 06:07:20 -0400</pubDate>
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   <title>Raymond James Starts Unity Software (U) at Market Perform</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Raymond+James+Starts+Unity+Software+%28U%29+at+Market+Perform/26701515.html</link>
   <description>&lt;p&gt;Raymond James analyst Andrew Marok initiates coverage on Unity Software (NYSE: U) with a Market Perform rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are initiating coverage of Unity Software (U) with a Market Perform rating. Unity remains a strategically important platform at the center of real-time 3D creation and mobile game monetization, with fundamentals meaningfully improved following its post-2023 portfolio reset. We see several attractive characteristics underpinning the business today: 1) Unity’s engine remains deeply embedded across mobile, indie, mid-tier, and emerging cross-platform game development, supporting a durable, subscription-led Create revenue base; 2) the successful migration of the Unity Ad Network to Vector</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Raymond+James+Starts+Unity+Software+%28U%29+at+Market+Perform/26701515.html</guid>
   <pubDate>Mon, 29 Jun 2026 06:07:20 -0400</pubDate>
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   <title>Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share</title>
   <link>http://www.streetinsider.com/Hot+Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html</link>
   <description>(Updated - June 5, 2026 8:44 AM EDT)

&lt;p&gt;Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.&lt;/p&gt;&lt;p&gt;Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.&lt;/p&gt;&lt;p&gt;Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.&lt;/p&gt;&lt;p&gt;The</description>
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   <pubDate>Fri, 05 Jun 2026 08:44:36 -0400</pubDate>
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   <title>Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share</title>
   <link>http://www.streetinsider.com/Hot+Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html</link>
   <description>(Updated - June 5, 2026 8:44 AM EDT)

&lt;p&gt;Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.&lt;/p&gt;&lt;p&gt;Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.&lt;/p&gt;&lt;p&gt;Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.&lt;/p&gt;&lt;p&gt;The</description>
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   <title>Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share</title>
   <link>http://www.streetinsider.com/Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html</link>
   <description>(Updated - June 5, 2026 8:44 AM EDT)

&lt;p&gt;Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.&lt;/p&gt;&lt;p&gt;Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.&lt;/p&gt;&lt;p&gt;Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.&lt;/p&gt;&lt;p&gt;The</description>
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  <item>
   <title>Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share</title>
   <link>http://www.streetinsider.com/Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html</link>
   <description>(Updated - June 5, 2026 8:44 AM EDT)

&lt;p&gt;Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.&lt;/p&gt;&lt;p&gt;Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.&lt;/p&gt;&lt;p&gt;Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.&lt;/p&gt;&lt;p&gt;The</description>
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   <pubDate>Fri, 05 Jun 2026 08:44:36 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">APP</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">U</category>
   	  </item>
  <item>
   <title>Unity and AppLovin stocks jump on Edgewater upgrade &amp;amp; ad pivot</title>
   <link>http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</link>
   <description>&lt;p&gt;Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;h2 data-path-to-node=&quot;2&quot;&gt;The Ad-Supported Pivot&lt;/h2&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p data-path-to-node=&quot;3&quot;&gt;The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</guid>
   <pubDate>Fri, 05 Jun 2026 07:55:30 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">APP</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">U</category>
   	  </item>
  <item>
   <title>Unity and AppLovin stocks jump on Edgewater upgrade &amp;amp; ad pivot</title>
   <link>http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</link>
   <description>&lt;p&gt;Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;h2 data-path-to-node=&quot;2&quot;&gt;The Ad-Supported Pivot&lt;/h2&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p data-path-to-node=&quot;3&quot;&gt;The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</guid>
   <pubDate>Fri, 05 Jun 2026 07:55:30 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">APP</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">U</category>
   	  </item>
  <item>
   <title>Unity and AppLovin stocks jump on Edgewater upgrade &amp;amp; ad pivot</title>
   <link>http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</link>
   <description>&lt;p&gt;Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;h2 data-path-to-node=&quot;2&quot;&gt;The Ad-Supported Pivot&lt;/h2&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p data-path-to-node=&quot;3&quot;&gt;The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</guid>
   <pubDate>Fri, 05 Jun 2026 07:55:30 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">APP</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">U</category>
   	  </item>
  <item>
   <title>Unity and AppLovin stocks jump on Edgewater upgrade &amp;amp; ad pivot</title>
   <link>http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</link>
   <description>&lt;p&gt;Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;h2 data-path-to-node=&quot;2&quot;&gt;The Ad-Supported Pivot&lt;/h2&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p data-path-to-node=&quot;3&quot;&gt;The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html</guid>
   <pubDate>Fri, 05 Jun 2026 07:55:30 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">APP</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">U</category>
   	  </item>
  <item>
   <title>Oppenheimer Notes AppLovin (APP) Structural Moat</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html</link>
   <description>&lt;p&gt;Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We recently met with CloudX founder and CEO Jim Payne. In our meeting, management indicated that CloudX is not built to replace existing SSP/mediation incumbents (AppLovin's MAX and Google AdMob). Rather, it provides new options for publishers and advertisers who want more control and new supply paths, per the CEO. We believe APP's structural moat around AppDiscovery/ROAS/Max remains intact. That said, CloudX is benefiting from lower SDK friction (agentic coding tools), publisher dissatisfaction (with Max and AdMob), and demand alternatives (Meta and Liftoff as anchor demand partners). CloudX's supply-side adoption path</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html</guid>
   <pubDate>Fri, 05 Jun 2026 07:47:25 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">APP</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">U</category>
   	  </item>
  <item>
   <title>Oppenheimer Notes AppLovin (APP) Structural Moat</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html</link>
   <description>&lt;p&gt;Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We recently met with CloudX founder and CEO Jim Payne. In our meeting, management indicated that CloudX is not built to replace existing SSP/mediation incumbents (AppLovin's MAX and Google AdMob). Rather, it provides new options for publishers and advertisers who want more control and new supply paths, per the CEO. We believe APP's structural moat around AppDiscovery/ROAS/Max remains intact. That said, CloudX is benefiting from lower SDK friction (agentic coding tools), publisher dissatisfaction (with Max and AdMob), and demand alternatives (Meta and Liftoff as anchor demand partners). CloudX's supply-side adoption path</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html</guid>
   <pubDate>Fri, 05 Jun 2026 07:47:25 -0400</pubDate>
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