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Unity raises Q1 revenue view to $505M-$508M from $480M-$490M

Consensus $506.85M. Raises Q1 adjusted EBITDA view to $130M-$135M from $105M-$110M. The outperformance is driven by Unity (U) Vector, which is expected to increase 15% sequentially in the first quarter of 2026, as well as better than expected performance in Create. Unity expects Grow revenue of approximately $352M and Create revenue of approximately $155M.

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