Unity: We have to charge for every install because we only see totals. Also Unity: We can tell which install is which, so you won't be overcharged.
this post was submitted on 13 Sep 2023
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They're offering to reduce/wave the fee if you're using other Unity services. Given this change has the biggest impact on freemium games that rely on free downloads to get a large install bases and which rely on the kind of services that Unity will give you a discount for using, well, it's not hard to connect the dots. Especially when you remember Unity merged with a ad company recently.
Other than that it might be a way to take a bite out of services like Game Pass or Geforce Now. The deals devlopers get for theses are potentially very low revenue per "install" so it's possible this would make them more money than taking a percentage of the revenue.