Revenue grew 32% year-on-year to $622 million, marking Unity's first GAAP profitable quarter since its IPO in 2020

Unity has delivered its "strongest ever" third quarter results, driven by a 126% year-on-year growth in its AI-powered ad network Vector.

As a result, Unity achieved its first GAAP-profitable quarter since its IPO in 2020.

Meanwhile, reports indicate the company has held acquisition talks with private equity firm Silver Lake and Saudi Arabia's Public Investment Fund, both involved in the $55 billion acquisition of Electronic Arts.

"We are seeing the compounding impact of our flywheel strategy," said Unity CEO and president Matt Bromberg. "More creators make more games on our platform, more games fuel the need for more discovery through advertising."

Unity's Vector falls under Grow Solutions revenue, which rose 44% year-on-year to $457 million. These results were also partially offset by decreases in its IronSource Ads network, which sunset during the company's second quarter.

Create Solutions revenue grew 8% to $165 million, driven by higher subscription revenue, but was offset by declines in cloud and hosting services following Unity's portfolio reset last year.

"Create Solutions revenue was $165 million, up 8% 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"

Strategic revenue was $597 million, up 59% year-on-year. In contrast, non-strategic revenue fell 73% from $95.7 million to $25.5 million.

This primarily consists of revenue from IronSource and mobile publisher Supersonic, which was acquired by Tripledot Studios in August for $40 million .

Source link