Unity Software Inc. recently filed its S-1 in advance of going public in the near term. Unity is the maker of a real-time 3D game engine that powers many 3D games and other content across numerous sectors. In this post, I focus on an under-discussed part of its IPO disclosure: its customer analytics.Continue reading →
Chewy, Inc., the pure-play online pet retailer, IPO’d on June 14, 2019 at a $9.3 billion valuation. With its S-1 filing, Chewy provided limited - but just enough - disclosure on its customers to allow for a rich analysis of customer acquisition, retention, and economics...Continue reading →
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