Disney’s Activist Investor (Reprise)
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 10 October 2023
⏱️ 30 minutes
🧾️ Download transcript
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| 0:00.0 | And activist investor is ready to fix Disney again. |
| 0:09.6 | You're listening to Motley Fool Money. |
| 0:11.8 | I'm Ricky Mulvey joining us today is Jason Moser, JMO. |
| 0:17.9 | Good to see you. |
| 0:18.9 | Hey Ricky, good to see you, has everything. |
| 0:21.1 | It's going all right. |
| 0:22.1 | We got a little bit of a leadership shake up to talk about over it, Unity, Unity's |
| 0:28.1 | technology, CEO, John Richettello is stepping down amid a controversial change to the company's |
| 0:33.7 | pricing structure. |
| 0:34.7 | So the company itself helps developers create and operate content in 2D and 3D, a lot |
| 0:41.1 | of video games in it. |
| 0:42.1 | There's some other applications, but if you're on Pokemon Go or Among Us, that is operating |
| 0:46.8 | on the Unity system, makes a lot of money from ad revenue from those games and it's looking |
| 0:52.2 | to move to a more of a royalty model. |
| 0:55.6 | What are some of those pricing changes that has the developers upset? |
| 0:58.9 | Yeah, this was an interesting one. |
| 1:00.8 | I'm glad you mentioned the gaming aspect of it because Unity does a lot, but I think it's |
| 1:06.3 | a very important part of the gaming universe. |
| 1:11.2 | This was something they referred to as a runtime fee and so what is that? |
| 1:15.6 | What is a runtime fee? |
| 1:16.6 | The Unity runtime, it's a code that executes on player devices. |
| 1:21.4 | It makes made with Unity games work at scale and when you're talking about billions of |
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