Unity Software Inc.

People across Twitter are saying that this is a bad deal, but what are your thoughts and why?

"The all-stock merger would value Unity at $58.85 a share with a $20 billion enterprise value, representing an 18% premium to Unity’s closing share price as of Monday."


![](https://cdn.commonstock.com/629fbc8b5542dfdd25d534d61d5b69ef880f76e082c7c08fa8785702a5ade805-828x1319.jpg)


[https://www.barrons.com/articles/applovin-unity-software-takeover-bid-news-51660049615](https://www.barrons.com/articles/applovin-unity-software-takeover-bid-news-51660049615)

The small-ish premium is somewhat disappointing to me, but the overall consolidation in the space lately is more concerning.

I think $U would be better suited trying to digest and integrate its $IS deal for a while to get a clearer picture of how things will turn out.

This buyout would create too many moving parts IMO and feels challenging to pull off in a shareholder-friendly way.

I'm comfortable still adding to Unity right now, but would probably only hold my new shares of $APP if this went through somehow.

Josh Kohn-Lindquist

A Unity spokesperson says the company has received AppLovin's offer and the board will 'thoroughly evaluate it.'

https://www.barrons.com/articles/applovin-unity-software-takeover-bid-news-51660049615

AppLovin Bids to Buy Unity Software for $55.85 a Share

Thoughts on AppLovin bid to buy $U

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