Unity said it is still working on selling off Supersonic as it posted a 17% year-on-year revenue rise and hyped up its Vector and AI tools in its Q126 financials.
The company said it expects to be profitable by Q4 2026 in the earnings call, and in particular talked up the potential in the combination of its ad product Vector, revenue from which is up 80% year-on-year, and its new UnityAI tools.
Unity boss Bromberg also added to the conversation about the widespread use of AI in game development.
“Our research is telling us that 90% of game developers are already using AI in their workflows, and these tools are accelerating the production of new games,” he said, noting the data is drawn from partners both large and small.
Expanding on AI’s impact on game development to date, Bromberg stated that “newly-released mobile apps are up 60% year-over-year across both iOS and Android, with a particularly noticeable uptick in more recent months.”
Continuing the AI theme, and with UnityAI entering public beta earlier this week, Bromberg also said that Unity’s new tech can enhance and complement advances in AI-generated world models like Google’s Project Genie, whose reveal trailer caused a recent wobble in Unity and other game companies’ share price.
Elsewhere in the earnings call, the company also claimed its engine had a 70% market share in mobile game creation. Voodoo and SciPlay are also working with Unity on webshops, the company said.
Unity’s Q1 2026 at-a-glance:
- Total revenue of $508m, up 17% year-on-year
- Strategic ‘Grow’ (adtech) revenue of $279m, up 49% YoY
- Strategic ‘Create’ (engine) revenue of $154m, up 15% YoY
- Non-strategic revenue, including IronSource and Supersonic, of $76m, down 34%
- GAAP net loss was $347m, with GAAP basic and diluted net loss per share of $0.80
- Adjusted EBITDA was $138m, with a margin of 27%
- Net cash was $71m, with free cash flow at $66m
