Overview
- Unity raised its first-quarter 2026 guidance to $505–$508 million in revenue and $130–$135 million in adjusted EBITDA, topping its prior ranges.
- Management credited Unity Vector, an AI system that matches ads to users, and now expects about $352 million from its Grow segment and $155 million from Create.
- The company targets an adjusted EBITDA margin near 26% for the quarter, which would be about 58% higher than a year ago.
- Unity will shut down the ironSource Ads Network on April 30 and is working with an advisor to explore selling its Supersonic publishing unit, with little revenue expected from ironSource after Q1.
- Shares climbed for a second session after the update, analysts lifted targets including Morgan Stanley to $32, and the next check on progress arrives with early May results.