Quarterly guidance

Strategic revenue
$683 million to $691 million
Strategic growth revenue growth
105% to 107% year-over-year
Vector sequential growth
21% to 23% sequential growth
Strategic create revenue growth
4% to 6% year-over-year
Adjusted EBITDA
$290 million to $295 million

Annual guidance

Strategic create annual growth
Expected to grow by 9% year-over-year for full year 2026, with similar annual growth expected going forward driven by ARPU improvements.

Outlook

Vector momentum
Vector remains in its infancy at seven quarters into its lifespan, with management seeing healthy underlying drivers in the $40 billion mobile game advertising market.
AI and game creation
The integration of coding agents and command line interfaces has driven a sharp increase in usage, with creator daily active users up 25% since early August.
Unity Spark rollout
Unity Spark will enter a closed beta this year ahead of a full launch in 2027, utilizing a mix of freemium, subscription, consumption-based, and advertising models.
Operating expenses
Amortization expense is expected to step down to $50 million in Q4 and $15 million per quarter in 2027, with stock comp expense expected at $75 million per quarter in 2027.
Capital allocation
The company expects to pay off convertible debt maturing on November 15 using cash on the balance sheet.