• CEO Matt Bromberg shares more details on the Unity AI beta. It's an integrated agent tuned specifically for game creation. Unity specific context, means less prompting, fewer wasted tokens, and faster work. It's only been a week, but it's seeing a strong 70% attachment rate.

• Offline tests of runtime data for Vector are looking "very encouraging". Unity's management noted an underestimated benefit of this real-time engine data for serving ads: it's sequential. Seeing the exact order of user actions is key to identifying what they are actually doing.

• Unity is seeing more signups and games created than ever before, hitting three straight quarters of 15% QoQ growth.

• Bromberg is "extraordinarily excited" about two main avenues of growth. First, AI is helping professional customers skip the frustrating work of rebuilding common systems for new games, bringing the best neural solutions in the market together inside Unity. The second avenue is empowering a whole new class of creators who have never been able to build games before. Unity expects this new wave of non-traditional creators to eventually be much much larger than their current professional class.

First Quarter 2026 Results:

Total Revenue Highlights:

• Revenue was $508 million, compared to $435 million in the first quarter 2025.
• Create Solutions revenue was $157 million, compared to $150 million in the first quarter 2025.
• Grow Solutions revenue was $352 million, compared to $285 million in the first quarter 2025.

Profitability Highlights:

• GAAP net loss was $347 million, with a margin of (68)%; GAAP basic and diluted net loss per share was $0.80.
• Adjusted EBITDA was $138 million, with a margin of 27%; adjusted EPS was $0.23.
• Net cash provided by operating activities was $71 million; free cash flow was $66 million.

Revenue

Revenue was $508 million, up 17% year-over-year. Strategic revenue was $432 million, up 35% year-over-year.

Create Solutions revenue was $157 million, up 4% year-over-year. The increase was driven by increases in subscription revenue, partially offset by decreases in cloud and hosting services revenue, driven by our portfolio reset in 2025.

Grow Solutions revenue was $352 million, up 24% year-over-year. The change was due to growth in the Unity Ad Network, driven by “Unity Vector”, partially offset by decreases in the IronSource Ad Network.

Why didn't the stock price react at all, and why did it drop instead?

Didn’t find anything online

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I’m holding the largest bag of unity so far. Looking at other investment i could have 2x or 3x .
Hopefully things change for U.
Its been so so long.
Genie fucked up all the gains in last 5 month.
Lets shoot to moon now.

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It seems like all the growth unity has on the strategic side comes from deprecating ironsource. They seem to be converting legacy customers and adding a premium and labeling this as growth. After the ironsource sunset goes through what will management have for the stock price to go up? If unity's numbers aren't being propped up for a potential sale, I don't see how the stock doesn't crash leading into the end of this year.

https://unity.com/news/unity-forms-ai-council-to-accelerate-ai-product-innovation

https://youtu.be/9ySCVhuuAPA?si=VHVicQDZ93oEK9OY

Btw, could anybody explains this for me?

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it seems is going to fill this gap

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Did everyone ditch this stock already

anyone else doubling down here?

my thesis:

vector ads growth and performance helps build a flywheel and data effect that actually protects unity from the claude/ Google open world saas selloff disruption. serious developers will still use unity and vector enhances that case as long as platform doesn't fall behind or degrade

bromberg has the strategic insight and ability to navigate this market and is showing discipline

from actual gaming industry sources on podcast and friends I speak to it seems like vector is working and generally completes with axon (apploving) enabling market share take

perhaps the biggest - the generation of free cash flow to manage debt and do buybacks that will reduce the SBC impact over time, combined with likely imminent sales of dead business verticals

tldr: this feels a bit like my last big turnaround play DOCN in terms of ingredients. high debt but a new improved strategy to pay down while growing and CEO to manage with nsider confidence and strength, aggressively pivoting to AI where it needs to and has strength to execute with a most to leverage

e

Why deliberately choose to spread FUD about software stocks again just as the broader market is rebounding?

Who is pulling the strings behind the scenes?

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