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Sources: Unity has held talks to be acquired by a consortium including Silver Lake, which owns 8% of Unity, and Saudi Arabia's PIF, discussing a ~$25B valuation (Reuters)

Gaming software provider Unity Software (U.N) has held talks to be acquired by a consortium of investors including private …

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Revenue Recovery Is an Outcome. Judge the Software on the Work.

"Revenue recovery" is the phrase vendors put on the slide, because it names the thing buyers want: money that was slipping away, back in the account.

  • Revenue recovery measures lost payment recovery, not just the outcome.
  • Break down vendor's recovery numbers into specific categories for accurate assessment.
  • Evaluate software's marginal improvements, not as a replacement for existing platform.

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