Unity Software reported net income of $122 million in the third quarter of 2026, compared with a $127 million loss a year earlier. Revenue rose 32% to $622 million, while strategic revenue increased 59% to $597 million. The main growth driver was the AI-powered Vector advertising platform, whose revenue surged 126% year over year and 40% quarter over quarter. For the fourth quarter, Unity forecast strategic revenue of $683 million to $691 million and adjusted EBITDA of $290 million to $295 million. Shares gained up to 23% in pre-market trading as investors welcomed the company’s first GAAP profit since its 2020 public debut.
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