Richard Davis: Franco, why don’t you summarize again because I lost the same thing so…
Unidentified Analyst: Okay. Well, I need to get a new headset. The question was really around LevelPlay. Are the customers brand new to the market? Or are they more mature, bigger in scale? And what is your strategy to gain big publishers from other platforms?
John Riccitiello: So what is the strategy for other platforms relative to LevelPlay? So again, I’m not fully blocking your question, so I apologize if I don’t answer it correctly, but I’d mention a couple of things. One is that prior to the merger, you could argue that LevelPlay was more richly successful with smaller, more independent players and Unity had relative strength with the larger players. And what we’re now doing is closing more of the larger players. So that feels like somewhat of a synergy with LevelPlay. If you’re thinking about the synergy of Create to LevelPlay, integrating LevelPlay into Unity is a winning strategy because remember, 70-odd percent of mobile games are built in Unity. That’s a very obvious thing to do.
And it was very evident at one of their launch events last year in September, I was there speaking to many hundreds of LevelPlay customers. And one of the things they’ve never done is said how many of you are Unity customers. And it turned out when I asked for a show has a 100% of them in the room were Unity customers. And so there’s big synergy in that direction as well because they all weren’t yet LevelPlay customers. They were their shopping at levels like, but they’re all already Unity customers. So does that get to what you were asking me about though? Because again, we might have a network issue here. I got a bit of a garbled version of your question?
Unidentified Analyst: Yes. No worries. I could take it offline. Appreciate it though.
Luis Visoso: I think, Franco, if your question is why do we expect LevelPlay to grow market share. Frankly, we believe that it’s the better mediation €“ out there in the market. And we are €“ that’s what you saw before or everything changed in the market, and we continue to believe it’s the best performing, and that will attract our customers back. So…
John Riccitiello: Luis and I just did a portfolio review with the team yesterday. And by name, by customer, we’re seeing customers coming to the platform. So we’re not believing it. we think it’s better for our market share overall, although we think that’s why, we’re looking at the exact customers coming over and our migrations that our engineering teams are implementing. For us, it’s proof that they’re coming to for those reasons.
Luis Visoso: And that’s why we can talk about market share gains, both in Q1 and for the year.
Richard Davis: All right. We €“ Kash Rangan from a top double black diamond slope. So we can €“ Kash is the second question.
Unidentified Analyst: Thank you so much. Wouldn’t be Unity Software anything. Thanks so much. Congrats on the quarter. I’d like for Gilly’s comments. John, as you take a step back, now your index to the opportunities in Weta, a little bit over-indexed to the pickup in the advertising market through the acquisition of ironSource. And also indexed to what’s going on in the create side with Digital Twins. How should we think about how you as CEO are prioritizing your investments so you get the best bang for the buck in each of these markets, depending upon the relative importance and what that could mean for what really drives Unity in the future? Thank you.
