Overview
- Unity said preliminary first‑quarter revenue will be $505 million to $508 million with adjusted EBITDA of $130 million to $135 million, topping earlier guidance.
- Management credited Unity Vector, an AI ad engine that matches players with games, and said it should grow about 15% from the prior quarter.
- The company will shut down the ironSource Ads Network on April 30 and has hired an advisor to explore selling its Supersonic publishing unit.
- Excluding ironSource and Supersonic, Strategic Grow revenue is expected to rise about 48% year over year, while Strategic Create is set to increase about 14%.
- Shares jumped roughly 15% after the update, though Unity noted the figures are preliminary, unaudited, and may change at quarter close.