Unity Software Inc. launched its AI-powered advertising platform, Unity Vector, in early 2025, aiming to optimize user acquisition through advanced machine learning. As a result of this launch, the company experienced a growth of approximately 15-20% in app installations and in-app purchase value, despite the platform not being fully integrated.
Unity expects the Grow Solution segment to see mid-single-digit sequential revenue growth in Q3 2025, driven by the new capabilities of Vector. Although the platform’s phased rollout may affect near-term performance, long-term benefits are anticipated, especially as AI-based solutions become more integral in the market.
This California-based company has seen its stock price increase by 50% year-to-date, outperforming both the Zacks Internet – Software industry and the S&P 500 index. Currently, shares trade at a forward 12-month price-to-sales (P/S) ratio of 7.04, indicating strong market potential despite projected losses of 80 cents per share for 2025.
