Shares surged 21.2% as Unity far outpaced expectations with a breakout growth acceleration in its Vector advertising platform and improving EBITDA margins, signaling strong momentum in its AI-driven business model.
- Vector advertising revenue grew 23% quarter-over-quarter, nearly double the expected 12-13%, pushing the Strategic Growth segment to 63% year-over-year growth.
- Annual run rate for Vector now exceeds $1 billion, achieved two quarters ahead of schedule.
- EBITDA margins expanded by 800 basis points year-over-year, approaching 30% for the first time.
- Launched Day 28 ROAS product, with campaign spend nearly tripling since Q1 and adoption surpassing 25% of the advertising base.
- Introduced runtime data integration into Vector AI models late in Q2, unlocking a new, unique data advantage supporting future growth.
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