Software - Application · Technology
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.”
“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.”
“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.”
“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?”
“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?”
Affiliation history
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Morgan Stanley
Analyst
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Current
Company network
RBLX
Electronic Gaming & Multimedia · Communication Services
APP
Advertising Agencies · Communication Services
MNTN
Software - Application · Technology
Electronic Gaming & Multimedia · Communication Services
CRTO
Advertising Agencies · Communication Services
Internet Content & Information · Communication Services