โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $622.1M (+32% YoY)
โข GAAP EPS: $0.25 vs. -$0.30 YoY
โข Adjusted EPS: $0.44 vs. $0.20 YoY (+120%)
โข GAAP Net Income: $122M vs. -$127M YoY
โข Adjusted EBITDA: $257M vs. $109M YoY (+136%)
โข Adjusted EBITDA Margin: 41% vs. 23% YoY
โข Operating Cash Flow: $224M (+45% YoY)
โข Free Cash Flow: $220M vs. $151M YoY (+46%)
โข Cash & Restricted Cash: $2.65B
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐ (๐๐ ๐๐๐๐)
โข Strategic Revenue: $683Mโ$691M (+65% to +67% YoY)
โข Strategic Grow Revenue: $515Mโ$520M (+105% to +107% YoY)
โข Strategic Create Revenue: $168Mโ$171M (+4% to +6% YoY)
โข Non-Strategic Revenue: ~$5M
โข Adjusted EBITDA: $290Mโ$295M (+132% to +136% YoY)
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข First GAAP-profitable quarter since Unity's IPO
โข Unity Vector advertising platform grew 126% YoY and 40% QoQ
โข Strategic Grow revenue surged 90% to $431.5M, driven by Unity Ads and Vector
โข Strategic Create revenue increased 11% to $165.1M, supported by subscription growth
โข Total strategic revenue increased 59% to $596.6M
โข Non-strategic revenue declined 73% to $25.5M following the ironSource Ads shutdown and Supersonic divestiture
โข Completed sale of Supersonic publishing business on August 4
โข Adjusted EBITDA margin expanded 1,800 bps YoY as revenue growth outpaced costs
โข Cash increased $587M since year-end 2025, primarily from operations
โข Q4 strategic Grow guidance implies continued rapid advertising expansion, while Create growth remains comparatively modest
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โThird-quarter performance was our strongest ever, with Vector growing 126% year-over-year and 40% quarter-over-quarter, and the first GAAP profitable quarter since our IPO.โ โ CEO Matt Bromberg