Unity beat analyst expectations for third-quarter revenue and profit, and reported its first GAAP-profitable quarter since its 2020 IPO. Adjusted EBITDA more than doubled. Its Vector segment grew 126% year over year and 40% quarter over quarter, and CEO Matt Bromberg called the performance the strongest in the company’s history. Unity shares rose 13% to $47 in a broader mobile ad-tech rally; AppLovin gained 31% and Take-Two rose 2%.
Unity Software reported a $122 million GAAP net income for Q3 2026, triggering a mobile ad-tech rally that saw AppLovin shares soar 31% on record results.
Read the full storyThe software firm surpassed analyst expectations for revenue and earnings, driven by operational efficiency that doubled adjusted EBITDA.
Unity software achieved a historic milestone with its first GAAP profitable quarter since its IPO, driven by 126% year-over-year growth in its Vector segment.