Unity's AI-driven Vector model and Create business drive growth, with a focus on non-gaming sectors. See why we are bullish on U stock currently.

Unity’s research and development costs were up $10 million over recent quarters, attributed to "heavy" investment in Vector. Now that the AI platform has been deployed, CFO Jarred Yahes shared that he ...

Unity Software is undergoing a strategic transformation, shedding underperforming segments to become more focused, profitable ...

Bromberg introduced Unity Vector, the company's new AI-powered ad platform, designed to improve targeting precision and audience scale. The rollout will begin at the end of Q1 2025 and is expected ...

Unity Vector is central to its turnaround strategy. This new AI-powered advertising network is designed to significantly improve the performance and efficiency of the company's Grow Solutions segment.

Meanwhile, the Grow Solutions segment, which includes Unity's ad business, dipped 4% to $285 million. The AI-driven Vector platform is trying to pull it back up, but it's still early days.

Here's our initial take on Unity Software's (NYSE: U) financial report.Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsRevenue$460 million$435 million(5%)BeatEarnings per share (adjusted)$0. ...

The AI-powered Vector advertising platform launched earlier than expected, providing a tailwind for the Grow Solutions business. Unity noted that while professional services revenue and ...

The transition to Unity Vector was completed ahead of schedule, resulting in a 15% to 20% increase in installs and in-app purchases. ... representing over 1 million people in 148 countries.

However, Unity Vector is starting to offset declines in other products. Unity is one of two major commercial game engines that dominate the market, along with Epic Games' Unreal Engine.

Unity Vector is central to its turnaround strategy. This new AI-powered advertising network is designed to significantly improve the performance and efficiency of the company's Grow Solutions segment.