Shares of Unity Software (NYSE:U) jumped about 12% on Thursday after Morgan Stanley noted that the company's ad customers are reporting rapidly improving returns. The firm has an Overweight rating and ...

Unity (U) has been on an impressive run, with its stock surging 97% over the past three months. Much of the momentum comes from growing optimism around Unity’s innovation in advertising technology.

Subscription Growth and Vector Launch Unity revenue declined by 5% year over year in the first quarter, but with the video game engine developer's "portfolio reset" nearly in the rearview mirror ...

Unity Earnings: Vector Launches Early May 07, 2025 — 09:37 am EDT Written by Timothy Green for The Motley Fool -> Here's our initial take on Unity Software 's (NYSE: U) financial report. Key Metrics ...

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 ...

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.

Summary Unity's Q1 results met expectations, but there is little to get excited about just yet. On a positive note, the Company has migrated to Vector, and early results appear promising.

Unity's Create Solutions segment, which includes its subscription business, saw revenue slide 9% to $150 million as the company continues its "portfolio reset." But there's a silver lining: ...

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.

In the Grow Solutions segment, which houses the company's advertising business, revenue was down just 4% as the early rollout of Unity's new Vector platform helped offset declines elsewhere.

Additionally, Unity 6, the latest version of the company’s development platform, has been downloaded 4.4 million times, indicating strong early adoption. 3rd party Ad.