And when you have conversations around that, where you start talking about how do we improve your success, how we get paid becomes a little bit less kind of important kind of in that. And I think it’s an area where because we cut across development through monetization, we have a unique ability to talk to them. So Matt, I know I’m not directly answering your question because we’re not asking it that way, but I’m very confident about how positive the conversations have turned in the last few months. I think, partly, bluntly just runtime fee having sunk in and kind of gotten behind this, but I think part of it is people seeing us talking in a much more productive and proactive way, not saying, oh, we’re only getting 1% and we deserve more. But hey, how do we make this industry more profitable?
And in doing so, yes, we’ll find a way to get a little bit of that.
Matthew Cost: Great. Thank you.
Jim Whitehurst: And that helps overall, but I really do feel like the conversations are so much more positive than they were kind of coming in with that attitude.
Matthew Cost: No, no, that makes perfect sense. And then, I guess in terms of those conversations with customers, I think one thing that you’ve mentioned over the course of the past quarter is the idea of maybe more data sharing with customers as a means of providing inputs for the grow business. I guess, how are those conversations going? Are you seeing any uptake or even any early testing with that right now?
Jim Whitehurst: We actually have a product launching called [CroStats] [ph] this summer. And so frankly, we want to kind of get that solidified before we actually start having some of those conversations. So I personally haven’t had a lot of those conversations because we didn’t want to make it too theoretical. So I don’t know, Luis, have you had any of those? You have any color there? No.
Luis Visoso: I agree with what you’re saying.
Jim Whitehurst: But our belief just in our broad conversations is, again, when you start talking about how do we make you more profitable across the portfolio, obviously doing a better job of identifying users that are going to be profitable as a part of that. And so I think of it less as somehow giving data to Unity as much as how do we work together to, whether it’s improved ad spend or improved monetization. Data is a part of that. But I think of it as more how we’re helping them use that data for their benefit. And I think when you kind of articulate it that way, it makes sense to people.
Daniel Amir: Thank you, Matt. Next question, Martin Yang from Oppenheimer.
Martin Yang: My first question is regarding runtime fee and its implementation. Do you still intend to use that fee to help the growth segment in any way? In the past, I think using runtime fee to offset some of the advertising expenses was part of the plan. Do you still have similar designs by the time you launch a runtime fee later?
Jim Whitehurst: Yes. That’s still part of the plan. I don’t look at it that way. I look at it as more, we need to make the runtime sustainable and that requires a revenue source. And whether that revenue source is, I’ll call it direct, kind of pay us based on usage or indirect, use our monetization, our ad stack, and therefore we get some degree of monetization on that. I don’t really care, right? But I think the key is to first be able to continue to invest and build the runtime to be extraordinary and long live, et cetera, et cetera. We need a revenue stream. And again, whether it’s direct or indirect, I don’t think we care as much. So I don’t think as much as a subsidization, as much as choose the way you want to, help ensure that we make the runtime sustainable for all our customers.
Martin Yang: Got it. Thanks.
Jim Whitehurst: Yes, I guess in the sense that if you’re using level play, yes, you don’t have a runtime fee.
Martin Yang: Makes sense. Next question is on [CroStats] [ph]. Can you maybe give us more information on that? Is that going to be a product that sits in Create or Grow or something entirely different?
Jim Whitehurst: Well, it is in Create because it is, I would call it more of a service than a product that we offer to help our customers better understand how users are engaging with their games. And so, it’s anywhere from crash data all the way through to kind of various measures around engagement. And of course, that data is also can be valuable on the ad side as well. So it’s, I guess you could argue it’s a product feature that can be enabled, but it’s not like a separate line item or it’s not something we’re charging for. It’s kind of a benefit to customers, if they’re willing to, kind of engage with us to see that data to help also help them better monetize their games.
Luis Visoso: I think this is a great example where we’re no longer thinking about Create and Grow, but we’re thinking about the game customer, right? And how do we create more value to them and more value for us by thinking about these customers more holistically?
Daniel Amir: Our next question is Gili Naftalovich from Goldman Sachs.
Gili Naftalovich: I have one for Jim and a follow-up for Luis, if I may. And this is really off of Luis with a comment that you just made. Are you guys seeing any different trends around customers that are using both Create and Grow? Or is it something that we should expect more in the second half on the back of the roll off of Unity 6 and your new monetization engine?
Luis Visoso: Yes. I would say it’s really going to come together in the second half on how we create the synergies between the two. We’re not seeing a lot of that yet, but we think that we have unique assets where we can actually do that. And that’s something that only Unity can do. So we should expect that to come in the back half and to continue to increase the years thereafter.
Jim Whitehurst: Yes. And it’s not just around Unity 6. It’s just time, right? We literally just did history org and started acting this way in January. So we’re starting to engage. Again, I hear positive feedback, but engagement to behavior will take a bit of time. By the way, otherwise, got a slack from our marketing people. We actually feel very good about kind of ahead of plan on the migrations up to higher priced versions of Unity.
Gili Naftalovich: That’s great to hear.
Jim Whitehurst: Our staff is listening.
Gili Naftalovich: I mean, I guess on that line of thought too, as it pertains to EBITDA, Luis, you came in very strong this quarter. How do you evaluate investment opportunities and get comfortable with the allocation of capital in each one of the business initiatives and business line items that you have in the pipeline?
