Unity Software stock $U took a 17% dump on the news they're acquiring ironSource $IS, which jumped 47% on the news. We explain a possible reason for these share price movements and look closely at how both firms plan to dominate the #mobilegaming arena. Our concern with any SaaS business is always durability. How easily can the software service be eliminated or substituted? In the case of ironSource, they’re only as successful as their customer’s apps. ironSource commands a population of 2.3 billion people that Unity app developers can access intelligently using contextual data which sidesteps all those privacy concerns. We see this merger as a positive event based on the ironSource metrics presented today. Our belief is that this merger will benefit U stockholders and we may choose to add some shares of Unity at these prices.

RESEARCH PIECES USED IN THIS VIDEO:
1. Unity to Acquire ironSource: Good News or Bad?
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2. Unity Software Stock Plummets. Is it a Buy Now?
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3. Unity Technologies Stock: A Pure Play on the Metaverse
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CHAPTERS:
00:00 Intro
00:43 The mobile opportunity
01:29 Merger impact on share prices
03:15 Explaining the M&A event
04:45 What does ironSource do?
06:05 Key SaaS metrics for ironSource
09:26 More M&A details that matter
11:10 Valuing the transaction
13:18 Conclusion

ABOUT US:
This video is brought to you by Nanalyze, a boutique media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #investments in a language that is future-proof and easy to understand.

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