Avala Global LP acquired a new stake in shares of Unity Software Inc. (NYSE:U – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,187,605 shares of the company’s stock, valued at approximately $62,522,000. Unity Software makes up about 2.3% of Avala Global LP’s investment portfolio, making the stock its 20th largest position. Avala Global LP owned about 0.50% of Unity Software at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in the stock. Renaissance Technologies LLC acquired a new stake in shares of Unity Software during the 1st quarter valued at $54,534,000. Entropy Technologies LP acquired a new position in shares of Unity Software in the first quarter worth $1,985,000. Vanguard Group Inc. increased its stake in shares of Unity Software by 2.9% in the fourth quarter. Vanguard Group Inc. now owns 35,553,296 shares of the company’s stock worth $1,570,389,000 after acquiring an additional 996,685 shares during the last quarter. Nano Cap New Millennium Growth Fund L P acquired a new position in shares of Unity Software in the fourth quarter worth $3,710,000. Finally, Norges Bank purchased a new stake in shares of Unity Software during the fourth quarter worth $230,285,000. Institutional investors and hedge funds own 73.46% of the company’s stock.
Analyst Ratings Changes A number of analysts recently issued reports on U shares. Citizens Jmp lifted their price objective on Unity Software from $37.00 to $45.00 and gave the company a “market outperform” rating in a research report on Friday, August 7th. Wells Fargo & Company upped their target price on Unity Software from $36.00 to $48.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. BTIG Research raised their price target on Unity Software from $43.00 to $51.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Citigroup lifted their price target on Unity Software from $40.00 to $48.00 and gave the company a “buy” rating in a report on Monday, August 10th. Finally, Piper Sandler boosted their price target on Unity Software from $45.00 to $55.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $45.16.
Read Our Latest Report on U Unity Software Price Performance Shares of NYSE:U opened at $44.15 on Thursday. The stock has a market capitalization of $19.43 billion, a P/E ratio of -32.46, a P/E/G ratio of 1.97 and a beta of 2.04. The business has a 50-day moving average of $34.53 and a two-hundred day moving average of $27.50. Unity Software Inc. has a fifty-two week low of $16.78 and a fifty-two week high of $52.15. The company has a debt-to-equity ratio of 0.55, a current ratio of 2.03 and a quick ratio of 2.03.
Unity Software (NYSE:U – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.28 EPS for the quarter, beating analysts’ consensus estimates of ($0.11) by $0.39. Unity Software had a positive return on equity of 4.64% and a negative net margin of 28.97%.The business had revenue of $546.47 million for the quarter, compared to analyst estimates of $514.72 million. During the same quarter in the prior year, the firm posted $0.18 EPS. The firm’s revenue for the quarter was up 24.0% on a year-over-year basis. On average, equities research analysts predict that Unity Software Inc. will post 0.55 EPS for the current fiscal year.
Insiders Place Their Bets In other news, SVP Rebecca Berenice Boyden sold 1,032 shares of Unity Software stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $45.32, for a total value of $46,770.24. Following the transaction, the senior vice president owned 308,413 shares of the company’s stock, valued at $13,977,277.16. This trade represents a 0.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Matthew S. Bromberg sold 16,383 shares of the business’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $45.31, for a total transaction of $742,313.73. Following the completion of the sale, the chief executive officer owned 1,541,131 shares of the company’s stock, valued at $69,828,645.61. The trade was a 1.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 43,432 shares of company stock valued at $1,967,914 over the last 90 days. 0.77% of the stock is currently owned by company insiders.
Unity Software Profile (Free Report)
Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.
The Unity Editor serves as the central hub where developers design scenes, script behavior and iterate on assets.
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Unity uvedla, že Vector ve 2. čtvrtletí vzrostl mezikvartálně o 23 % a dříve, než čekala, překročil roční běžný výnos 1 miliardy USD. Firma zároveň čeká ve 3. čtvrtletí upravený EBITDA 185–190 milionů USD, tedy marži 33 %.
Key Takeaways Unity's Vector grew 23% sequentially in Q2 and topped a $1 billion annual run rate ahead of schedule.Unity expects Q3 adjusted EBITDA of $185M-$190M, implying a 33% margin and a sixth straight expansion.Unity 7 beta is due in Q4 2026, linking coding agents with Vector, commerce and live operations. Unity Software Inc. (U - Free Report) centered its second-quarter 2026 earnings call on accelerating Vector artificial intelligence (AI) performance, tighter links between Create and Grow, and a more profitable operating model. Management also raised near-term profitability expectations while simplifying the portfolio.
Revenues of $546.5 million topped the Zacks Consensus Estimate of $511.8 million, while adjusted earnings of $0.28 per share exceeded the $0.24 consensus estimate. Strategic revenues increased 38% year over year.
U Sees Vector AI Growth AcceleratePresident and chief executive officer Matt Bromberg said Vector grew 23% sequentially in the second quarter, nearly twice management’s prior expectation of 12% to 13%. The product also moved above a $1 billion annual run rate, two quarters earlier than expected.
Strategic Grow revenues reached $329 million, up 63% year over year. Bromberg attributed the acceleration to product enhancements, better data and model improvements that are raising advertising returns for customers.
For the third quarter, chief financial officer Jarrod Yahes said Unity expects Vector to grow 19% to 21% sequentially. Strategic Grow revenues are projected at $380 million to $385 million, representing 68% to 70% year-over-year growth.
Unity Links Create and Grow More TightlyBromberg said Unity increasingly views Create and Grow as parts of one platform rather than separate businesses. More game creation drives platform usage, while more games increase the need for discovery and advertising.
Unity 7 is central to that strategy. Bromberg said the release will let developers and coding agents work together across development while automatically configuring services including Vector, commerce and live operations.
The Unity 7 beta is scheduled for the fourth quarter of 2026, with a full release planned for the first quarter of 2027. Bromberg also highlighted a multiyear partnership supporting Netflix’s multiplatform games ecosystem.
U Raises the Margin BarYahes said adjusted EBITDA was $160 million in the second quarter, with a 29% margin, as revenue growth and cost discipline produced operating leverage. Adjusted EBITDA increased 77% year over year.
Third-quarter adjusted EBITDA is expected at $185 million to $190 million, implying a 33% margin. Yahes said that would mark a sixth consecutive quarter of adjusted EBITDA margin expansion.
Unity also pulled forward its target for GAAP net income profitability to the third quarter of 2026 from the fourth quarter. Yahes tied the improvement to operating leverage and lower costs following portfolio actions.
Unity Sharpens Its Portfolio and Balance SheetYahes said Unity completed the ironSource Ads Network shutdown and sold Supersonic to Tripledot Studios on Aug. 4. Management expects those actions to support margins in the second half.
Free cash flow reached $202 million, up 59% year over year. Cash increased to $2.36 billion, and Yahes said Unity moved from a net debt position to a net cash position.
Near-term capital priorities are focused on deleveraging. Yahes said Unity expects to repay its 2026 convertible notes in November, while stronger cash generation should expand capital allocation flexibility.
U Q&A Highlights Runtime and Unity 7A Morgan Stanley analyst asked how much runtime data contributed to Vector’s improvement. Bromberg said runtime signals were introduced near quarter-end and remain too early to isolate, but management views the data as a long-term advantage.
A Cannonball Research analyst asked how Unity 7 differs from prior releases. Bromberg described a broader change than an engine upgrade, emphasizing coding-agent collaboration, faster workflows and compatibility with Unity 6 projects.
A Goldman Sachs analyst pressed management on long-term margins. Yahes pointed to adjusted gross margins around 82% to 83% and said Unity sees further margin expansion while funding high-return product investments.
Unity Enters the Second Half More FocusedManagement’s message centered on sustaining Vector’s growth while using Unity 7 and AI tools to deepen engagement across the platform. Bromberg emphasized product velocity, runtime data and tighter integration between creation, monetization and live services.
Yahes stressed cost control, portfolio simplification and balance-sheet improvement. Third-quarter strategic revenue guidance of $540 million to $550 million calls for 44% to 47% year-over-year growth.
Zacks Signals Favor GrowthU carries a Zacks Rank #2 (Buy). Its Growth Score of A and VGM Score of B align favorably with Zacks methodology, which emphasizes A or B Style Scores alongside a top Zacks Rank.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Value Score of F is comparatively weak, while the Momentum Score of C is middle of the range. The current Zacks Rank can change as earnings estimates are revised following the just-reported results.
Akcie Unity vzrostly v pátek asi o 4 % poté, co Wedbush a Bank of America zvýšily cílové ceny díky silnějšímu růstu reklamní platformy Vector a integraci runtime dat.
Unity Software Inc (NYSE:U) shares moved higher on Friday after analysts at Wedbush and Bank of America raised their outlooks for the company, citing stronger-than-expected growth in its Vector advertising platform and the potential for further gains from the integration of runtime data.
Shares were up about 4% at $43 in Friday trading.
Wedbush raised its price target on Unity to $50 from $36 while reiterating its ‘Outperform’ rating. The firm wrote that the company’s “flywheel is beginning to turn,” pointing to accelerating growth in Vector and a business mix increasingly focused on the platform and Unity’s core game engine following the sunset of the ironSource Ad Network and the sale of Supersonic.
Unity reported second quarter revenue of $546 million, up 24% year over year and 8% sequentially. The result exceeded the firm’s $510 million estimate, the $515 million consensus estimate and Unity’s guidance range of $505 million to $515 million.
Strategic revenue, which excludes ironSource and Supersonic, increased 38% year over year to $486 million. Strategic Grow revenue rose 63% to $329 million, while Strategic Create revenue increased 5% to $157 million.
Adjusted EBITDA increased 77% year over year to $160 million, above Wedbush’s $132 million estimate, while non-GAAP earnings of $0.28 per share exceeded consensus of $0.25. Free cash flow increased to $202 million from $127 million a year earlier, and Unity ended the quarter with $2.4 billion in cash.
Wedbush highlighted 20 major Vector updates released during the quarter, including the incorporation of runtime data and a shift to Day-28 return on ad spend, or ROAS, from seven days previously. The firm wrote that the change drove a threefold sequential increase in user-acquisition spending.
For the third quarter, Unity guided to strategic revenue of $540 million to $550 million, including Strategic Grow revenue of $380 million to $385 million. Adjusted EBITDA is expected at $185 million to $190 million.
Wedbush wrote that the contribution from runtime data should become more significant in the second half of the year and beyond, prompting the firm to raise its longer-term estimates. It now expects fiscal 2028 adjusted EBITDA of $1.35 billion, compared with its previous estimate of $915 million.
Bank of America also upgraded Unity to ‘Buy’ from ‘Neutral’ and raised its price objective to $50 from $30. The firm wrote that the latest results provide an early indication that runtime data is improving the effectiveness of Vector’s targeting model and could support sustained growth through the end of 2027.
Bank of America noted that Vector revenue increased 23% sequentially in the second quarter, with growth benefiting from the rollout of the Day-28 ROAS product and the integration of runtime data.
The firm expects Vector to maintain sequential growth of more than 20% in both the third and fourth quarters, compared with its previous expectations for a more gradual slowdown. Bank of America wrote that Unity’s third-quarter guidance could prove conservative because it does not reflect an acceleration despite a full quarter of runtime data contribution.
Bank of America raised its 2027 adjusted EBITDA estimate to $1.29 billion from $789 million, based on continued growth in Vector and further expansion of the runtime data set. The firm wrote that additional success with runtime data could provide further upside to its estimates.
Unity Software vykázala EPS 0,28 USD a tržby 546,47 milionu USD za čtvrtletí končící v červnu 2026, obojí nad odhady. Ve stejném období loni vykázala ztrátu 0,26 USD na akcii.
Unity Software Inc. (U - Free Report) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to a loss of $0.26 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +16.67%. A quarter ago, it was expected that this company would post earnings of $0.24 per share when it actually produced earnings of $0.23, delivering a surprise of -4.17%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Unity Software, which belongs to the Zacks Internet - Software industry, posted revenues of $546.47 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.77%. This compares to year-ago revenues of $440.94 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Unity Software shares have lost about 19.7% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Unity Software?While Unity Software has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Unity Software was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.28 on $528.98 million in revenues for the coming quarter and $1.04 on $2.12 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Zoom Communications (ZM - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on August 25.
This video-conferencing company is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of -2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Zoom Communications' revenues are expected to be $1.27 billion, up 4.2% from the year-ago quarter.
Unity Software očekává za 2. čtvrtletí tržby 505–515 mil. USD a upravenou EBITDA 130–135 mil. USD. Firma těžila z AI reklamy Vector, vyšších cen a stabilnějšího Unity 6.
Key Takeaways Unity Software expects Q2 revenues of $505-$515 million and adjusted EBITDA of $130-$135 million.U likely benefited from Vector AI ad platform momentum, pricing gains and Unity 6 product stability.Unity Software expects steady growth from AI tools, non-gaming traction and disciplined cost management. Unity Software (U - Free Report) is scheduled to report its second-quarter 2026 results on Aug. 06, 2026.
For the second quarter, Unity expects total net revenues between $505-$515 million. Strategic revenue is expected in the range of $455-$465 million, implying a rise of 29-32% year over year. Within that, Strategic Growth revenue is expected between $302 million and $306 million, suggesting an increase of 50-52% year over year and Strategic Create revenue is guided in the range of $154-$158 million, indicating a rise of 11-14% year over year.
Adjusted EBITDA is expected in the range of $130-$135 million, indicating year-over-year growth of 44-49%.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $511.84 million, suggesting 16.08% year-over-year growth.
The consensus mark for earnings is pegged at 24 cents per share, unchanged over the past 30 days. This projection indicates a year-over-year increase of 16.08%.
Unity surpassed the Zacks Consensus Estimate for earnings in two of the trailing four quarters, while missing it twice with an average positive surprise of 7.37%.
Let us see how things are shaping up for the upcoming announcement.
Key Factors to ConsiderUnity's second-quarter performance is expected to have benefited from continued momentum in Vector, its AI-powered advertising platform. Improved targeting and product enhancements have likely driven higher advertiser spending. Strong sequential growth has been supported by richer data signals and ongoing machine learning improvements. The integration of runtime data into Vector is expected to strengthen ad personalization and targeting over time, though this contribution likely remained modest and gradual rather than an immediate step change.
The Strategic Create segment is likely to have benefited from higher pricing and improving product stability. Unity has reduced user-reported issues following the Unity 6 rollout, helping it maintain a leading position in mobile game creation. The public beta launch of Unity AI and rising adoption of AI-assisted development tools likely supported customer engagement. Early retention data has been encouraging, with a majority of beta users still active five days after adoption. Healthy traction in non-gaming verticals, particularly automotive HMI, likely provided an additional growth driver. The planned launch of Unity's commerce platform may have added an early, modest revenue contribution.
Disciplined cost management likely continued to support profitability despite ongoing investment in AI research and development. Operating leverage from lower sales, marketing and G&A spending probably offset elevated cloud costs tied to AI testing. The combination of steady revenue growth and improving margins is expected to have supported second quarter results, alongside continued progress toward the company's longer-term profitability targets.
What Our Model Says About UnityOur proven model does not conclusively predict an earnings beat for Unity this time around. Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, this is not the case here, as you can see below.
Unity currently has an Earnings ESP of 0.00% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Sandisk Corporation (SNDK - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, Sandisk has an Earnings ESP of +4.13% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Sandisk’s fourth-quarter earnings is pegged at $34.24 per share, indicating a year-over-year surge of 11,707%. Earnings estimates for the quarter have been revised upward by 5.7% over the past 60 days.
Western Digital Corporation (WDC - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, Western Digital has an Earnings ESP of +3.22% and flaunts a Zacks Rank #1.
The Zacks Consensus Estimate for Western Digital’s fourth-quarter earnings is pegged at $3.35 per share, calling for a year-over-year increase of 101.8%. Earnings estimates for the quarter have been revised upward by 3 cents in the past 30 days.
MKS Inc. (MKSI - Free Report) is scheduled to report second-quarter 2026 results on Aug. 5. Currently, MKS has an Earnings ESP of +2.64% and carries a Zacks Rank #2.
The Zacks Consensus Estimate for MKS’ second-quarter earnings is pegged at $2.93 per share, calling for a year-over-year jump of 65.5%. Earnings estimates for the quarter have been revised northward by a penny in the past 30 days.
In the latest close session, Unity Software Inc. (U - Free Report) was down 4.89% at $31.71. This change lagged the S&P 500's daily gain of 0.7%. Meanwhile, the Dow experienced a rise of 0.53%, and the technology-dominated Nasdaq saw an increase of 1%.
Shares of the company witnessed a gain of 13.71% over the previous month, beating the performance of the Computer and Technology sector with its loss of 6.59%, and the S&P 500's loss of 0.49%.
The upcoming earnings release of Unity Software Inc. will be of great interest to investors. The company's earnings report is expected on August 6, 2026. In that report, analysts expect Unity Software Inc. to post earnings of $0.24 per share. This would mark year-over-year growth of 192.31%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $511.84 million, up 16.08% from the year-ago period.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $1.04 per share and a revenue of $2.12 billion, indicating changes of +20.93% and +14.5%, respectively, from the former year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Unity Software Inc. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 2.31% higher. Unity Software Inc. presently features a Zacks Rank of #1 (Strong Buy).
In the context of valuation, Unity Software Inc. is at present trading with a Forward P/E ratio of 32.06. This expresses a premium compared to the average Forward P/E of 20.16 of its industry.
Also, we should mention that U has a PEG ratio of 1.34. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. Internet - Software stocks are, on average, holding a PEG ratio of 1.18 based on yesterday's closing prices.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 88, which puts it in the top 36% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Unity Software před výsledky za 2. čtvrtletí získává podporu Wall Street; Wedbush zvedl cílovou cenu na 36 USD. Analytici čekají, že se na platformu Vector přesunulo asi 60 % výdajů z ironSource.
Unity Software Inc (NYSE:U) is drawing renewed optimism from Wall Street ahead of its second-quarter earnings.
Wedbush is raising its price target on the stock to $36 as Unity works through a significant business transition. The company's ironSource Ad Network is being sunset effective April 30, and its Supersonic unit is slated for divestiture, leaving Unity's business increasingly concentrated on its Vector advertising platform and core game engine.
Wedbush analysts said they had confidence in Unity's ability to recapture ad spend that had been flowing through the winding down ironSource network. According to the analysts, roughly 60% of ironSource spend has already migrated to Vector, and one advisor's firm now allocates about 20% of its budget to Vector, up sharply from around 5% before Unity overhauled its algorithm last year.
That data point is driving Wedbush to lift its longer term estimates, with the firm now projecting Unity's adjusted EBITDA will reach $915 million by fiscal 2028.
Unity is scheduled to report second quarter results before the market opens on August 6.
Unity Software ve 1. čtvrtletí zvýšila tržby o 16,84 % na 508,24 milionu USD a upravená marže EBITDA vzrostla na 27 %. Firma zároveň čeká, že strategické tržby Grow ve 2. čtvrtletí dosáhnou 302 až 306 milionů USD, což představuje růst o 50 % až 52 %.
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Unity Software (NYSE:U | U Price Prediction) is trying to reinvent itself as an AI advertising platform, and the numbers are starting to back the pitch. The question is whether the company can close the yawning profitability gap with the AI ad-tech leader before the market’s patience runs out.
The Vector Bet Is Working Unity reported Q1 2026 revenue of $508.24 million, up 16.84% year over year, with Grow Solutions climbing 24% to $352 million. Adjusted EBITDA margin expanded to 27%, up from 19% a year ago, and free cash flow jumped to $66.46 million from $7.31 million.
The engine behind that is Unity Vector, the AI ad platform that uses behavioral data from Unity Runtime. It reached 56% of Grow Solutions revenue in Q4 2025 after three straight quarters of mid-teen sequential growth. CEO Matt Bromberg told investors, "We are delivering exceptional revenue growth and margin expansion while executing on the most exciting product roadmap in Unity’s history."
Management is cleaning house to focus on Vector. Unity took $279 million in impairment charges tied to the April 30, 2026 sunset of the ironSource Ads Network and a planned Supersonic divestiture, contributing to a $347 million GAAP net loss. Q2 guidance calls for strategic Grow revenue of $302M to $306M, up 50% to 52% YoY, with GAAP profitability targeted for Q4 2026.
The AppLovin Benchmark AppLovin (NASDAQ:APP) shows what a mature AI ad platform can produce. Q1 2026 revenue was $1.84 billion at an 85% adjusted EBITDA margin, with operating margin of 78% and net margin of 65%. Its AXON 2 engine has driven consistent 1 to 2 percentage point quarterly margin expansion. AppLovin shares are up 56.86% over the past year to $527.06, versus Unity at $29.32, down 33.62% year to date.
Roblox and the Platform Question Roblox (NYSE:RBLX) is the adjacent AI-gaming ecosystem risk, growing Q1 2026 revenue 39.3% to $1.44 billion with 132 million DAUs. Podcast commentary on Unity’s engine business framed the stakes plainly: "their newish launch of Vector, their new ad tech product, does seem to be turning things around. And there is very noticeable revenue momentum here." But the same analysis warned Unity and Unreal "have a lot of work to do in order to be more compatible with AI native workflows," opening the door for Godot, Replit, and middleware startups.
What to Watch Analyst consensus sits at $35.28, with 17 buys and 9 holds. Unity is an active recommendation in Eric Bleeker’s AI Investor Portfolio. The tell will be Q4 2026: hitting GAAP profitability while Vector keeps compounding would validate the pivot. Missing it, with $2.24 billion in convertible notes outstanding, would reopen every old question about the story.
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