Connect with us
DAPA Banner

Business

Unity: I’ll Go With Sell Due To High SBC And A Looming AI Threat (NYSE:U)

Published

on

Unity: I'll Go With Sell Due To High SBC And A Looming AI Threat (NYSE:U)

This article was written by

Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially interested in macrotrends, futurism, and increasingly, emerging technologies. However, as far as investing is concerned, it’s crucial to pay attention to the fundamentals, quality of leadership, product pipeline, and all the other details. In recent years, I have focused on marketing and business strategy, primarily for medium sized companies and startups. I have worked in international development, including overseas for a foreign Prime Minister’s office, as well as non-profit work in the United States. Among other tasks, I evaluated startups and emerging industries/technologies. I have also moonlighted as a technology and economic news journalist. Now I’m looking to tie everything together. While my personal interests will always keep megatrends and technological developments in mind, I do believe fundamentals and technicals are vital to uncovering opportunities.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Advertisement
Continue Reading
Click to comment

You must be logged in to post a comment Login

Leave a Reply

Business

Sourdough pizza restaurant Franco Manca confirms 16 branches to close

Published

on

Business Live

The brand’s parent firm has agreed to shut the sites as part of a company voluntary arrangement process

A Franco Manca restaurant

A Franco Manca restaurant(Image: Cambridge News)

Restaurant chain Franco Manca will push ahead with the closure of 16 venues after a restructuring plan was approved by creditors. Last month, parent firm The Fulham Shore said it planned to shut the sites as part of a company voluntary arrangement (CVA) process, which will also hit around 225 jobs.

Advertisement

The pizza brand currently runs 70 restaurants prior to the closures but said it has been knocked by “disproportionately high” UK taxes and a lack of business rates relief for restaurants. The effected restaurants were “no longer sustainable” as a result.

Franco Manca’s CVA proposal received back from more than 90 per cent of voting creditors, allowing it to get the go ahead.

Last week, Fulham Shore placed its sister restaurant brand The Real Greek into administration. It was immediately snapped up by Cote owner Karali Group but announced the close of nine of its 28 restaurants.

Marcel Khan, chief executive of Fulham Shore, said: “We are grateful for the support shown by our creditors today. Franco Manca is a fantastic brand with a strong heritage and loyal customer base.

Advertisement

“With this agreement in place, we will put the business back on a firm footing and press ahead with strengthening our customer offer and performance.”

Paul Berkovi, managing director of Alvarez & Marsal, said: “Today’s vote saw a significant majority of the company’s creditors support the CVA, reflecting constructive engagement across stakeholders.

“Against a challenging backdrop for the sector, this is an important step for Franco Manca, enabling the business to complete its financial restructuring and secure the platform for its operational transformation.”

Full list of Franco Manca branches to close

Battersea

Advertisement

Bishops Stortford

Brixton

Broadway Market

Bromley

Advertisement

Cheltenham

Chiswick

Didsbury

Glasgow

Advertisement

Hove

Kilburn

Lincoln

New Oxford Street

Advertisement

Plymouth

Stoke Newington

Tottenham Court Road

Advertisement
Continue Reading

Business

Investment fueling continued expansion for Smearcase

Published

on

Investment fueling continued expansion for Smearcase

Investment scaling startup’s expansion into 1,000 plus retailers.

Continue Reading

Business

Nissan to close UK line and cut 900 European jobs

Published

on

Nissan to close UK line and cut 900 European jobs

Nissan says it is considering working with a third party to fully utilise its Sunderland plant.

Continue Reading

Business

Tropicana adds electrolytes

Published

on

Tropicana adds electrolytes

Tropicana Hydrate is offered in two flavors. 

Continue Reading

Business

FDA Commissioner Marty Makary defends Replimune drug approval decision

Published

on

FDA Commissioner Marty Makary defends Replimune drug approval decision

Martin Makary, commissioner of the Food and Drug Administration, during a news conference at FDA headquarters in Silver Spring, Maryland, April 28, 2026.

Valerie Plesch | Bloomberg | Getty Images

U.S. Food and Drug Administration Commissioner Marty Makary defended himself in a CNBC interview aired Tuesday after months of pressure over recent drug rejections

Advertisement

The relentless heat reached a new fever pitch this week with a report from Bloomberg News detailing “paranoia, turmoil and backlash” at the agency under Makary’s tenure. An opinion piece from The Wall Street Journal asked if any administration official has created more headaches for President Donald Trump than Makary. The editorial specifically cited the FDA’s controversial rejection of a drug candidate for melanoma from Replimune

“I think that article in The Wall Street Journal is the ninth article they’ve posted in that opinion section, begging for Replimune’s approval,” Makary said in an interview with CNBC’s David Faber. “I don’t work for Replimune, I work for the American people, and I stand by the scientists at the FDA.”

Makary said three independent teams have arrived at the same conclusion, adding that the FDA has not made “corrupt sweetheart deals.” Replimune representatives have said the FDA has unfairly treated the company. 

Makary said he stands behind his review teams and that FDA commissioners overruling agency scientists has been a “disaster” every time it has happened. He cited examples like the FDA’s approval of an Alzheimer’s disease drug called Aduhelm and its clearance of a Covid-19 vaccine booster for young, healthy kids. 

Advertisement
Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Continue Reading

Business

Louisiana-Pacific shareholders elect directors and approve proposals at annual meeting

Published

on


Louisiana-Pacific shareholders elect directors and approve proposals at annual meeting

Continue Reading

Business

Public Service Enterprise Group Incorporated 2026 Q1 – Results – Earnings Call Presentation (NYSE:PEG) 2026-05-05

Published

on

OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

This article was written by

Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

Continue Reading

Business

Willis Lease Finance stock hits 52-week high at $218.00

Published

on


Willis Lease Finance stock hits 52-week high at $218.00

Continue Reading

Business

Graphic Packaging Holding Company 2026 Q1 – Results – Earnings Call Presentation (NYSE:GPK) 2026-05-05

Published

on

OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

This article was written by

Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

Continue Reading

Business

What Marketers Should Expect to See In 2026

Published

on

A mandate that marks the end of “digital later”

There’s a version of the AI debate that refuses to go away. One side says human creativity is irreplaceable. The other says AI will eventually render it redundant. In practice, neither framing is particularly useful to a marketing professional trying to do their job well in 2026.

The more interesting question isn’t which is better. It’s how the two work together and how clearly marketers understand the difference between what AI excels at and which tasks still require a human brain.

The Numbers Don’t Lie: AI Is Here to Stay

Let’s be honest about what AI brings to the table. The adoption numbers alone tell a compelling story. 91% of marketers now actively use AI in their work, up from 63% the previous year, proving that AI isn’t a nice-to-have anymore — it’s the baseline. And for good reason. AI accelerates research, generates content at volume, personalises messaging at scale, and handles the kind of repetitive, execution-heavy tasks that used to eat entire afternoons.
For marketing teams under pressure to produce more with less, those are meaningful gains. The challenge is what happens next. Because speed and volume, while useful, are only part of the picture, and in isolation can undermine the work.

Why Speed Without Strategy Falls Flat

Salesforce’s Tenth State of Marketing report, compiled from 4,450 marketing decision-makers, contains a finding that should give every marketer pause. Despite 75% of teams having adopted AI, 84% still run generic campaigns. The tools are there, but the output isn’t making a lasting impression.

The report points to data fragmentation as a core culprit. This is what happens when customer data lives in disconnected systems, CRM platforms, email tools, social channels, and ad platforms that don’t talk to each other. Without a unified picture of who the audience actually is, AI has very little meaningful context to work with, and personalisation quickly becomes an educated guess.

Advertisement

But there’s something else at play. When AI is used to generate content without a strong creative brief, a distinctive brand voice, or a genuine understanding of the audience, the result is branding and content indistinguishable from your competitors’. Fast, technically competent, and utterly forgettable. This is where human creativity makes the difference.

Where Human Creativity Still Wins

A comparison of AI-generated and human-created ad campaigns found that AI ads achieved higher click-through rates, while human-generated campaigns generated more leads. Clicks are just a vanity metric if they don’t convert.

What drives someone to actually trust a brand, fill in a form, or pick up the phone is something more nuanced than a well-optimised headline. It’s emotional resonance, storytelling, a sense that the person behind the message understands something real and unique about them.

AI can analyse patterns in existing content and replicate what has worked before. It can’t read a cultural moment, take a creative risk, or craft a narrative that feels human and relatable on its own. That’s where human insight comes in.

Advertisement

The Best Approach in 2026: Blend Both

None of this is an argument for ignoring AI. Quite the opposite. The marketers who will outperform their competitors this year are those using AI to handle the heavy lifting while directing their creative energy toward the decisions that shape campaigns.

Think of it as a division of labour based on capability rather than convenience. AI handles first drafts, keyword research, A/B test variants, audience segmentation, and performance analysis. Human marketers shape the strategy, define the voice, interrogate the brief, and make the creative calls that determine whether a campaign lands or disappears into the void. The teams seeing the strongest results are those investing in governance, creative direction, and strategic oversight alongside the technology.

For SMEs managing their own marketing without a dedicated team, the principle is the same, even if the tools differ. AI can handle the admin and the ideation. But the judgment about what to say, how to say it, and why it matters to your audience is yours to make.

What This Means for Marketing Teams Right Now

The implications for 2026 are clear. Marketing roles are not disappearing, but they are changing. While execution tasks are increasingly automated, they still need oversight.

Advertisement

Roles that blend strategy, creativity and analytical thought are becoming more valuable, not less. Teams that use AI as part of their infrastructure, while keeping human creativity at the centre of their strategy, are the ones who will build a competitive advantage and feel the real benefits.

The debate between human creativity and AI-generated content isn’t going anywhere any time soon. But a better question is: how can we use these tools well?

For businesses looking to get the most out of their tools and strike the right balance, working with a digital marketing agency in London can help ensure your AI investment is matched by the strategic and creative thinking that delivers results.

Advertisement

Continue Reading

Trending

Copyright © 2025