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Matthew Kosti

Analyst

Morgan Stanley

Equibles does not estimate personal net worth.

About Matthew Kosti

Matthew Kosti is recorded as Analyst at Morgan Stanley. Matthew Kosti has spoken on 15 earnings calls across 7 companies, most recently for Unity Software Inc. on August 6, 2026. Those appearances were for Unity Software Inc. (U), Roblox Corp (RBLX), AppLovin Corp (APP), MNTN, Inc. (MNTN), Take Two Interactive Software Inc (TTWO) and 2 other companies. The companies whose calls Matthew Kosti spoke on are classified in the Technology and Communication Services sectors.

Matthew Kosti on recent calls

“Matt, there are some comments in your prepared remarks that sort of alluded to a positive feedback loop between Vector and the creativeness, and it sounds like maybe even more specifically Unity AI.”
Analyst — Morgan Stanley, Unity Software Inc. Q2 FY2026 Earnings Call ·
“Strauss, there's a comment you made in the prepared remarks about your expectation to sustain higher levels of scale going forward. Just given the potential for Grand Theft Auto's performance this year, that's a high bar to clear going forward.”
Analyst — Morgan Stanley, Take Two Interactive Software Inc Q4 FY2026 Earnings Call ·
“Matt, just following up on the Unity AI public beta, obviously a major step forward in terms of putting those tools in the hands of creators.”
Analyst — Morgan Stanley, Unity Software Inc. Q1 FY2026 Earnings Call ·
“I guess on the product roadmap, Adam, you talked about a significant product breakthrough just a couple of weeks ago. I guess, could you give us a little bit more detail about what that entailed?”
Analyst — Morgan Stanley, AppLovin Corp Q1 FY2026 Earnings Call ·
“Michael, just on the ChatGPT partnership, you talked about incremental spend, which is very encouraging. How are you defining success for that product? And what are the milestones that investors should be watching as you continue to work through that launch?”
Analyst — Morgan Stanley, Criteo S.A. Q1 FY2026 Earnings Call ·

Affiliation history

  • Morgan Stanley

    Analyst

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