Unity Software Inc. (NYSE:U) Q4 2022 Earnings Call Transcript

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Luis Visoso: No. I would just say, John, that it’s 100% consistent with what we said before. It would take us two years. It’s a lot of work to bring the tools to the cloud and make them available to many customers from one, and we’re making the progress that we expected. So you should hear news about this business soon.

Stephen Ju: Thank you.

Richard Davis: I think we have another four or five minutes, but Tim Nollen .

Tim Nollen: Great, thanks. Can you guys hear me?

Richard Davis: Yes.

Tim Nollen: Come on. Thanks. I’ve got two or three quick ones on the ironSource deal. I wonder maybe first off, could you give us a bit more color on the integration effort. I know you said that it’s all going well and the synergies all look good. I just wonder things like will you keep a couple of DSPs separately or will you combine them in terms of any technology integration issues that may come up, anything you can give us in terms of color, because I can imagine it’s not necessarily easy to always do these sorts of things. Relatedly, you did, I think, mention the data ingestion issues from last year at one point. Are those completely gone now? Do we need to know anything more about that? Did ironSource help in any way with that or was that after the fact?

And then lastly maybe one more on Aura, I guess is maybe where this comes in. You and ironSource both are very heavily into the gaming sector. You have a lot of non-gaming businesses on the create side. I guess ironSource is mainly gaming, but are there opportunities now to expand your ad tech services, given that the broader client base that you can offer as well as what Aura could bring in given the other sectors that it touches?

John Riccitiello: First off, you get credit for a 12-part question. So

Tim Nollen: Three-part.

John Riccitiello: We’ll do our best to remember it all as we respond. The first one to get out of the way is the data issue was out of the way before. We completed our merger, in fact, before we announced it. So that was in the rear view mirror. The second thing on integration, we’ve already largely integrated teams. And so Omer by way of example is essentially the Chief Revenue Officer for grow. And so we consolidated two sales organizations under him. He’s providing able leadership. We also consolidated products and engineering under Ingrid and team. So we brought teams together to achieve singular focus on delivering the right outcomes for our customers. These are €“ the engineering teams are working together, the product teams are working together, the sales teams are working together.

In terms of engineering and data, we’ve already accomplished essentially the primary data merge so that can yield better outcomes for our customers there because essentially more data around the same questions around user acquisition yields a better outcome for our customers. So we’ve achieved €“ that’s part of what we’ve already done. And we’re now starting to see situations where we’re applying a tool that might have been in the Unity ad network to the ironSource network or a practice or an approach technically that was in the ironSource network to the Unity Network. I won’t get into the specifics of that because first off, it would take me five minutes to define most of what these tools do and that seems like an unnecessary way lay into this conversation.

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