• $U | Unity Q2 2025 Earnings Summary

    Revenue: $440.9M (expected $426.7M)
    → However, -2% YoY contraction
    Adj. EPS: $0.18 (expected -$0.28)

    Q2 Segment Details:
    Create Solutions: $154M (+2% YoY)
    Grow Solutions: $287M (-4% YoY)
    Unity Ad Network: +15% QoQ → 49% of the Grow segment

    Q3 Guidance:
    Revenue: $440M–$450M (expected $445.1M)
    Adj. EBITDA: $90M–$95M
    "Grow" segment: Mid-single-digit quarterly growth expected
    "Create" segment: Slight contraction expected

    Operational Data:
    Adj. EBITDA: $90M (21% margin)
    Free Cash Flow: $127M (previously $80M)
    Net Operating Cash: $133M (previously $88M)
    Cash & Cash Equivalents: $1.70B ($1.53B in December 2024)

    CEO Matt Bromberg:
    This quarter is a turning point for Unity. Our Unity Vector strategy is reshaping our growth potential. We surpassed the upper bounds in both revenue and EBITDA.

    Comment:
    Unity delivered a strong positive surprise in EPS and EBITDA, but annual revenue remains negative. The growth side is declining, but the ad network's recovery is positive. The create side is experiencing stable but limited growth. There is a significant improvement in cash flow, and the balance sheet is becoming more resilient.

    The "Unity Vector" strategy may herald a transformation.
    Limited growth in the short term, with a more aggressive recovery possible in the medium term.
    Margins are strong, and operational efficiency is improving.

    Unity is still in transition, but signs of a bottoming out are becoming clear.

    #Unity #U #Earnings #GameDev #AdTech #Q22025 #TechStocks #TradersPub #Investment #BalanceSheetAnalysis
    🎮 $U | Unity Q2 2025 Earnings Summary 🔹 Revenue: $440.9M (expected $426.7M) ✅ → However, -2% YoY contraction 🔹 Adj. EPS: $0.18 (expected -$0.28) ✅ 📊 Q2 Segment Details: 🔸 Create Solutions: $154M (+2% YoY) 🔸 Grow Solutions: $287M (-4% YoY) 🔸 Unity Ad Network: +15% QoQ → 49% of the Grow segment 📈 Q3 Guidance: 🔹 Revenue: $440M–$450M (expected $445.1M) ➖ 🔹 Adj. EBITDA: $90M–$95M 🔹 "Grow" segment: Mid-single-digit quarterly growth expected 🔹 "Create" segment: Slight contraction expected 💰 Operational Data: 🔹 Adj. EBITDA: $90M (21% margin) 🔹 Free Cash Flow: $127M (previously $80M) 🔹 Net Operating Cash: $133M (previously $88M) 🔹 Cash & Cash Equivalents: $1.70B ($1.53B in December 2024) 🗣️ CEO Matt Bromberg: This quarter is a turning point for Unity. Our Unity Vector strategy is reshaping our growth potential. We surpassed the upper bounds in both revenue and EBITDA. 📌 Comment: Unity delivered a strong positive surprise in EPS and EBITDA, but annual revenue remains negative. The growth side is declining, but the ad network's recovery is positive. The create side is experiencing stable but limited growth. There is a significant improvement in cash flow, and the balance sheet is becoming more resilient. 🔸 The "Unity Vector" strategy may herald a transformation. 🔸 Limited growth in the short term, with a more aggressive recovery possible in the medium term. 🔸 Margins are strong, and operational efficiency is improving. Unity is still in transition, but signs of a bottoming out are becoming clear. #Unity #U #Earnings #GameDev #AdTech #Q22025 #TechStocks #TradersPub #Investment #BalanceSheetAnalysis
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  • Oscar ($OSCR), like its competitors, has been negatively impacted by the rise in the US morbidity rate.

    Morbidity refers to the average health deterioration in the US population.

    While the exact cause is unknown, Americans are now less healthy.

    The impact is reflected in the "Medical loss ratio" line on the income statement. This means the company is now paying more premiums back to policyholders as claims.

    I thought morbidity could be a problem, but Oscar could manage it with artificial intelligence applications.

    It seems I was wrong, at least for now.

    I was predicting OSCR could better select and price patients with AI, but that's been a lie for now.

    Oscar Health 2025 Q2 Results Announced!
    Oscar Health announced its Q2 2025 financial results. While revenue and EPS fell short of expectations, the company maintained its year-end revenue guidance. Here are the details:

    Revenue: 2.86 Billion (Expected 2.92 Billion)
    Earnings per Share (EPS): -0.89 (Expected -0.84)
    Memberships: 2.03 Million (+29% YoY increase)

    Annual revenue guidance remained unchanged at 12.0 Billion - 12.2 Billion. The company stated that it experienced a loss in the quarter due to increased risk adjustment costs in the insurance market.

    CEO Mark Bertolini: "We believe the individual market has long-term potential and that the future is in healthcare."

    #OscarHealth #OSCR #Finance #StockMarket #Technology #Healthcare #Investment #Economy
    Oscar ($OSCR), like its competitors, has been negatively impacted by the rise in the US morbidity rate. Morbidity refers to the average health deterioration in the US population. While the exact cause is unknown, Americans are now less healthy. The impact is reflected in the "Medical loss ratio" line on the income statement. This means the company is now paying more premiums back to policyholders as claims. I thought morbidity could be a problem, but Oscar could manage it with artificial intelligence applications. It seems I was wrong, at least for now. I was predicting OSCR could better select and price patients with AI, but that's been a lie for now. 📈 Oscar Health 2025 Q2 Results Announced! 📉 Oscar Health announced its Q2 2025 financial results. While revenue and EPS fell short of expectations, the company maintained its year-end revenue guidance. Here are the details: 🔹 Revenue: 2.86 Billion (Expected 2.92 Billion) 🔴 🔹 Earnings per Share (EPS): -0.89 (Expected -0.84) 🔴 🔹 Memberships: 2.03 Million (+29% YoY increase) Annual revenue guidance remained unchanged at 12.0 Billion - 12.2 Billion. The company stated that it experienced a loss in the quarter due to increased risk adjustment costs in the insurance market. CEO Mark Bertolini: "We believe the individual market has long-term potential and that the future is in healthcare." #OscarHealth #OSCR #Finance #StockMarket #Technology #Healthcare #Investment #Economy
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  • According to analyst Ming-Chi Kuo, US President Donald Trump's alleged $300 billion investment in Taiwan Semiconductor Manufacturing Company (TSMC) is paving the way for upcoming semiconductor tariffs.
    According to Kuo, this claim is part of Trump's negotiating tactic. Noting that the officially announced investment is $165 billion, Kuo believes Trump aims to start negotiations with this high figure and then offer a discount.

    #TSMC #TSM #DonaldTrump #Semiconductor #US #Economy #TariffWar #Investment
    According to analyst Ming-Chi Kuo, US President Donald Trump's alleged $300 billion investment in Taiwan Semiconductor Manufacturing Company (TSMC) is paving the way for upcoming semiconductor tariffs. 📈 According to Kuo, this claim is part of Trump's negotiating tactic. Noting that the officially announced investment is $165 billion, Kuo believes Trump aims to start negotiations with this high figure and then offer a discount. #TSMC #TSM #DonaldTrump #Semiconductor #US #Economy #TariffWar #Investment
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  • If you see ethical issues in a company's governance, you'll stay away from it.

    SMCI, initially shaken by accounting scandals, yesterday lowered its 2026 revenue forecast from $40 billion to $33 billion.

    SMCI had presented such an ambitious target to recover from the accounting scandal.

    Today, we understand it was a fabrication.

    It's a great stock to trade, but it's definitely not an investment stock.
    If you see ethical issues in a company's governance, you'll stay away from it. SMCI, initially shaken by accounting scandals, yesterday lowered its 2026 revenue forecast from $40 billion to $33 billion. SMCI had presented such an ambitious target to recover from the accounting scandal. Today, we understand it was a fabrication. It's a great stock to trade, but it's definitely not an investment stock.
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  • ---

    Why could "water" be the next crypto?
    Simple. Its value is rising, but its supply is shrinking.

    1. Water = Rare Commodity
    Like crypto, which gets pricier because it’s scarce and in demand, clean water is becoming more expensive due to global shortages, privatization, and climate change. In some countries, water is already a luxury.

    2. Water = Future Asset
    Imagine if access to water could be traded like digital tokens. Water quotas, rights to water sources, or blockchain-based water distribution — these aren’t just ideas; they’re real possibilities.

    So, are we heading toward a time when water isn’t just a need… but an investment?
    Share your thoughts in the comments.

    ---

    Kenapa “air” bisa jadi crypto selanjutnya?
    Sederhana. Karena nilainya makin tinggi, tapi ketersediaannya makin menipis.

    1. Air = Komoditas Langka
    Seperti crypto yang harganya naik karena langka dan diburu, air bersih juga makin mahal karena krisis global, privatisasi, dan dampak perubahan iklim. Di beberapa negara, air bahkan sudah jadi barang mewah.

    2. Air = Aset Masa Depan
    Bayangkan kalau akses air bisa diperjualbelikan seperti token digital. Kuota air, hak atas sumber mata air, atau distribusi air berbasis blockchain — semua itu bukan fiksi, tapi potensi nyata.

    Jadi, apakah kita sedang menuju era di mana air bukan cuma kebutuhan… tapi investasi?
    Tulis pendapat kamu di kolom komentar.

    #changemakersnft
    #cryptonews
    #cryptonaut
    #blockchain
    #future
    #bitcoin
    --- Why could "water" be the next crypto? Simple. Its value is rising, but its supply is shrinking. 1. Water = Rare Commodity Like crypto, which gets pricier because it’s scarce and in demand, clean water is becoming more expensive due to global shortages, privatization, and climate change. In some countries, water is already a luxury. 2. Water = Future Asset Imagine if access to water could be traded like digital tokens. Water quotas, rights to water sources, or blockchain-based water distribution — these aren’t just ideas; they’re real possibilities. So, are we heading toward a time when water isn’t just a need… but an investment? Share your thoughts in the comments. --- Kenapa “air” bisa jadi crypto selanjutnya? Sederhana. Karena nilainya makin tinggi, tapi ketersediaannya makin menipis. 1. Air = Komoditas Langka Seperti crypto yang harganya naik karena langka dan diburu, air bersih juga makin mahal karena krisis global, privatisasi, dan dampak perubahan iklim. Di beberapa negara, air bahkan sudah jadi barang mewah. 2. Air = Aset Masa Depan Bayangkan kalau akses air bisa diperjualbelikan seperti token digital. Kuota air, hak atas sumber mata air, atau distribusi air berbasis blockchain — semua itu bukan fiksi, tapi potensi nyata. Jadi, apakah kita sedang menuju era di mana air bukan cuma kebutuhan… tapi investasi? Tulis pendapat kamu di kolom komentar. #changemakersnft #cryptonews #cryptonaut #blockchain #future #bitcoin
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  • Charles Hoskinson : “ADA is a better investment than BTC

    #charleshoskinson #ch #iohk #changemakersnft

    https://youtu.be/T2b9uzCpnAE?si=s-af0LrtJRrLcLW6
    Charles Hoskinson : “ADA is a better investment than BTC #charleshoskinson #ch #iohk #changemakersnft https://youtu.be/T2b9uzCpnAE?si=s-af0LrtJRrLcLW6
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  • As a Founding Member, you’ll steer Cowboy DAO’s DeFi & biz investments with a fellowship mindset. Learn, motivate, & grow together, building our ranch from day one! Join yield farming, staking, & blockchain ventures, plus epic IRL events. Saddle up & shape the band!
    As a Founding Member, you’ll steer Cowboy DAO’s DeFi & biz investments with a fellowship mindset. Learn, motivate, & grow together, building our ranch from day one! Join yield farming, staking, & blockchain ventures, plus epic IRL events. Saddle up & shape the band!
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  • Congratulations!

    We broke 1K mined per day.

    A few more miners will be going live next week, bringing the Cardania farm to full capacity!

    Up next: Bertha and the IAG F50, along with fresh investments—and who knows, maybe even a product of our own on the horizon.

    The future is bright, and it’s ours to build.
    Congratulations! 🥳 We broke 1K mined per day. A few more miners will be going live next week, bringing the Cardania farm to full capacity! Up next: Bertha and the IAG F50, along with fresh investments—and who knows, maybe even a product of our own on the horizon. The future is bright, and it’s ours to build. 💪
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