They got quite a few business clients that needed high fidelity and low latency Remote Desktop client including ironically enough many game dev studios that needed a better solution than to ship heavy and expensive dev workstation to their employees homes, they also got quite a few proviz users onboard that also needed to be able to leverage their existing hardware remotely.
I’m guessing that Unity can offer now a remote development workstation solution for game development and visualization.
Looks like they just pivoted towards business users instead.
Anyway, congrats to the team!