It is 70 and sunny in New York City, we’re heading to a kite festival, and I haven’t heard the words “agent” or “token” once all morning.
Greatest city in the world.
$U Releases Preliminary First Quarter Results Exceeding Guidance; Will Enhance Growth and Profitability by Exiting Non-Strategic Ad Businesses
Q1 2026 above guidance
Unity expects to report revenue of $505M to $508M, vs guidance of $480M to $490M.
@Trace_Cohen@pitdesi Management fee also wouldn’t be flat for entire fund. Likely starts declining by 10% post year 7. Although you’re not including any partnership expenses so likely a wash.