Review|Unity 26Q3: Vector Growth Exceeds Expectations

Results at a Glance

• Revenue of $622m, up 32% YoY and about 9% above the high end of total revenue guidance.
• Vector revenue grew 40% QoQ, versus guidance of approximately 20%.
• Adjusted EBITDA of $257m, with a 41% margin.
• Q4 Vector revenue growth guidance of 21% to 23% QoQ.

Earnings Call Highlights

Vector Outperformance and Model Improvements