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Unity's Major Move Has 1 Top Competitor Shaking in Its Boots

Unity's Major Move Has 1 Top Competitor Shaking in Its Boots

In the mobile app creation and monetization space, three of the biggest public companies are Unity Software (NYSE: U), ironSource (NYSE: IS), and AppLovin (NASDAQ: APP). On July 13, Unity Software and ironSource made a surprise merger announcement. This characterization may sound hyperbolic, but consider that less than one month later, AppLovin proposed its own merger with Unity with terms so attractive it hints at desperation.