Unity Software Inc.

Unity posts 59% strategic revenue growth and first GAAP profit since IPO as Vector AI ad engine doubles Q3 guidance, with Q4 guidance implying 65-67% growth acceleration.

Unity's Q3 2026 results mark a structural inflection: Vector, its AI-powered user acquisition engine, grew 126% year-over-year and 40% sequentially — double the guided rate — driving Strategic Grow revenue to $432 million and lifting adjusted EBITDA margins to 41%, up 1,800 basis points year-over-year. The company achieved GAAP net income of $122 million, its first profitable quarter since IPO, while generating record free cash flow of $220 million. Q4 guidance of $683-691 million in strategic revenue implies a seventh consecutive quarter of accelerating growth, with Vector guiding to 21-23% sequential expansion and Strategic Grow segment growth of 105-107% year-over-year.

Unity Software is the leading platform for developing, deploying, and growing games and interactive experiences, serving creators across gaming and non-gaming industries. Its platform comprises two complementary solution sets — Create Solutions (development tools and engine) and Grow Solutions (monetization and user acquisition) — spanning mobile, PC, console, and extended reality. The company generates revenue through subscriptions, professional services, consumption-based cloud hosting, and advertising network facilitation.

Primary products

• Unity Engine
• Create Solutions
• Grow Solutions
• Unity Ad Network
• Unity Vector
• IronSource Ad Network

“We have a very large, active, and highly engaged global community of real-time 3D ('RT3D') creators. The scale of our creator community provides us with a significant competitive advantage, and by incentivizing third-party platforms to strategically partner and integrate with us, we are able to further expand our community.” Competitive position, as stated in the filing