Slide 1: Unity Investor Update
Unity Investor Update March 26, 2026
Slide 2: Key Takeaways
Key Takeaways Preliminary Q1 Results Beat Strategic Actions To Simplify Faster Growth Rates and Guidance The Business Increased Profitability Unity expects first quarter 2026 revenue Unity will discontinue the ironSource These actions are expected to of approximately $505 Million to $508 Ads Network
Slide 3: Total Grow revenue has been accelerating sharply
Total Grow revenue has been accelerating sharply
Slide 4: Strategic Grow revenue is increasing 2x faster than Total Grow, to 48% in Q1
Strategic Grow revenue is increasing 2x faster than Total Grow, to 48% in Q-1
Slide 5: Preliminary Q1 Results Ahead of Guidance on Both Revenue & Adjusted EBITDA
Preliminary Q1 Results Ahead of Guidance on Both Revenue & Adjusted EBITDA Q1 2026 Preliminary Results Q1 Guidance Y/Y Growth Grow Revenue $352mm - 24% Create Revenue* $155mm - 3% Total Revenue $505mm - $508mm $480mm - $490mm 17% Adjusted EBITDA $130mm - $135mm $105mm - $110mm 58% Adjusted EBITDA Ma
Slide 6: Supplemental Financial Information
Supplemental Financial Information $ in thousands Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026E* Total Grow Revenue $284,622 $287,162 $318,256 $338,199 $352,000 ironSource Ads Network $48,691 $40,406 $42,886 $36,434 $26,000 Supersonic $47,404 $45,572 $48,983 $50,756 $47,000 Strategic Grow (ex-ironSource
Slide 7: Safe Harbor
UNITY INVESTOR RELATIONS 7 Safe Harbor FORWARDLOOKING STATEMENTS This presentation contains “forward-looking statements,ˮ as that term is defined under federal securities laws, that involve risks and uncertainties, including, without limitation, statements regarding Unityʼs preliminary unaudited fi