Is the turning point of Unity's advertising business here? Daiwa Securities is optimistic about the revaluation of three major engines driving valuation.

date
18/07/2025
According to the financial news app Caijing, Morgan Stanley released a research report stating that they are optimistic about the advertising prospects of Unity Software (U.US). The bank believes that Unity's strategic restructuring and technological investments over the past 18 months have significantly improved its competitive position in the advertising market, which may indicate a critical turning point for this business.