Unity — Third Quarter 2026 Earnings Summary

Unity reported its strongest third quarter performance to date for the period ended September 30, 2026, achieving total revenue of $622 million, a 32% increase year-over-year. The company posted its first GAAP profitable quarter since its IPO with net income of $122 million and an adjusted EBITDA of $257 million. Strategic revenue grew 59% year-over-year to $597 million, driven primarily by a 126% surge in Vector revenue. Looking ahead, Unity provided Q4 2026 guidance projecting strategic revenue between $683 million and $691 million and adjusted EBITDA between $290 million and $295 million.