Unity Software reported its first GAAP net income of $122 million for the third quarter ending September 30, 2026. This marks the company's first profit since its 2020 public debut, contrasting with a loss of $127 million in the same period of 2025.
Total revenue reached $622 million, a 32% increase year-over-year, surpassing analyst expectations. Strategic revenue grew by 59% to $597 million. Diluted earnings per share were $0.25, compared to a loss of $0.30 per share a year ago.
The Grow Solutions advertising segment generated $457 million, marking a 44% annual increase. The AI-powered platform Vector drove this growth, with revenue rising 126% year-over-year and 40% quarter-over-quarter.
Following the announcement on November 5, 2026, Unity shares rose between 17% and 23% in pre-market trading. CEO Matt Bromberg attributed the performance to the company's advertising and engine ecosystem.
For the fourth quarter of 2026, Unity projects strategic revenue between $683 million and $691 million. The company also forecasts adjusted EBITDA in the range of $290 million to $295 million.
