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    Gili Naftalovich • Goldman Sachs

    Gili Naftalovich's questions to Unity Software Inc (U) leadership

    Gili Naftalovich's questions to Unity Software Inc (U) leadership • Q4 2024

    Question

    Gili Naftalovich inquired about the adoption rate of Unity 6, its potential impact on 2025 growth, and Unity's competitive strategy against new offerings from Microsoft and OpenAI.

    Answer

    CEO Matthew Bromberg confirmed that Unity 6 adoption is tracking ahead of previous releases, driven by a focus on stability and performance. Regarding competition, he positioned Unity as an extensible platform for building deep, interactive systems around 3D assets, regardless of where those assets are created.

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    Gili Naftalovich's questions to Unity Software Inc (U) leadership • Q3 2024

    Question

    Gili Naftalovich inquired about the impact of the runtime fee repeal and Unity 6 launch on customer adoption and asked how the strategy has evolved to create a stronger flywheel between the Create and Grow businesses.

    Answer

    CEO Matthew Bromberg explained that the old pricing model was a "real blocker" to upgrading, and its repeal has significantly boosted Unity 6 adoption and renewal velocity. To improve the business flywheel, he noted key organizational changes, including merging the editor and game services teams, elevating new product leaders, and integrating the sales teams for a unified go-to-market approach.

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    Gili Naftalovich's questions to monday.com Ltd (MNDY) leadership

    Gili Naftalovich's questions to monday.com Ltd (MNDY) leadership • Q4 2024

    Question

    Gili Naftalovich asked for management's long-term perspective on the evolving AI landscape and how it will impact user engagement on the monday.com platform. She also inquired about the drivers behind the record number of net new CRM and Dev accounts added during the year.

    Answer

    co-CEO Roy Mann stated that monday.com's AI strategy is focused on democratizing the technology, making it easy for users to build and automate. co-CEO Eran Zinman noted that while Q4 saw some seasonality, the full-year momentum for CRM and Dev was strong, with a growing focus on moving upmarket to drive higher ACV rather than just customer volume.

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    Gili Naftalovich's questions to monday.com Ltd (MNDY) leadership • Q3 2024

    Question

    Gili Naftalovich inquired about the dynamic between slowing net new customer additions and an inflection in Net Retention Rate (NRR), questioning the broader demand environment and how monday.com is balancing growth initiatives like hiring with large customer expansions.

    Answer

    Co-CEO Eran Zinman stated that lower customer adds are a strategic outcome of price increases and a focus on larger enterprises, with overall demand remaining steady and gross retention at a record high. CFO Eliran Glazer added that new products like monday Service and CRM are driving cross-sell momentum. Zinman also confirmed that increased sales hiring is a direct response to strong demand and expansion opportunities within the existing customer base, building towards 2025 growth.

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