Game engine and advertising platform developer Unity just experienced what is arguably its “best quarter ever,” according to CEO Matthew Bromberg. That’s because, according to the company’s most recent earning report, (covering the 3-month period ending June 30, 2026), the company finally saw a positive major boost in revenue after years of reorganizing in the wake of backlash to a proposed “Runtime Fee” in 2023.
This last quarter, Unity earned $546 million in total revenue, up 24 precent from $440 million during the same period in 2025. The company still ran at a net loss of $23 million, but it’s massively stemmed the bleeding it reported in 2025, when it lost $108 million in the second quarter—a 73 percent improvement on the prior year.
What drove Unity’s revenue increase? Its game engine division “Create” did see a 2 percent year-over-year increase in revenue—but revenue from its “Grow” division rose 69 percent on the back of developer spending on Vector AI, the company’s AI-driven advertising platform.
These results certainly validate Bromberg’s predictions from August 2025, when Vector AI first drove Unity to outperform expectations. At the time he called it an “inflection point” for the company. Investors seem to agree—Unity’s stock rose significantly for the first time in several months upon the release of its Q2 earnings report, and is currently trading at $42 per share, up 20 percent from the $35 value it was trading at for the bulk of 2026.
Unity’s business model is now all about the “ecosystem”
In an investor Q&A following the earnings release, Bromberg implored investors to look at Unity’s full business when considering the financial impact of its game engine or AI advertising investments. He laid out the “flywheel” of outcomes that emerge when more developers use and release games on Unity using the ad network (which is primarily for mobile games). The more players who play games made in Unity, the more its AI-driven tools learn player habits and can better serve games to them.
He also said investors can expect an increase in the number of people making games thanks to the expansion of generative AI—users who then become potential customers of Unity, which has expanded its support for AI tools.
It’s worth noting that today’s game developers are generally skeptical about generative AI’s role in game development. Other engine makers like the Godot Foundation have gone so far as to ban AI-driven pull requests to their engine. Unity’s biggest competitor, Epic Games, is of course rolling out the red carpet for AI-driven coding in its next major engine update.
Looking ahead, Unity’s next big task is the rollout of its Unity 7 roadmap, which will feature notable engine improvements such as a new “collaborative ecosystem” feature that lets developers make quick updates to their game without opening the full Unity engine. The engine is also built on the same architecture as Unity 6, which hopefully should let developers access the newest features without breaking their build.