Unity (NYSE:U), the world's leading game engine, today announced preliminary revenue and Adjusted EBITDA for the first quarter 2026 above guidance. Unity expects to report revenue of $505 Million to $508 Million, compared to guidance of $480 Million to $490 Million. Unity expects Adjusted EBITDA of $130 Million to $135 Million, compared to guidance of $105 Million to $110 Million, representing year-over-year growth of 58%.

The outperformance is driven by Unity Vector, which is expected to increase 15% sequentially in the first quarter of 2026, as well as better than expected performance in Create. Unity expects Grow revenue of approximately $352 Million and Create revenue of approximately $155 Million.

Unity also announced it will be sunsetting the ironSource Ads Network, effective April 30th, and that it has engaged a financial advisor to assist with the divestiture of its Supersonic game publishing business. Once completed, Unity expects these changes to result in faster revenue growth, increased Adjusted EBITDA, and higher Adjusted EBITDA margins.

In the first quarter of 2026, Strategic Grow revenue, which excludes the contribution from the ironSource Ads Network and Supersonic, is expected to increase 48% year-over-year, 2x the 24% year-over-year growth expected for total Grow in the first quarter. Strategic Create revenue is expected to grow 14% year-over-year in the first quarter.

"Unity Vector continues to deliver robust growth each quarter, driving results meaningfully above our guidance. Today's actions will accelerate Vector's impact on our business, enhancing both revenue growth and profitability," said Matt Bromberg, President and CEO of Unity.