Andrew M. Boone

Andrew M. Boone asked for additional details on the contribution and timing of the Developer Data Framework (Runtime) layering into the ad model in 2026. He also inquired about the opportunity and potential monetization from increasing collaboration tools and bringing different types of developers and creators onto the platform.

Answer

CEO Matthew Samuel Bromberg detailed the Developer Data Framework's rollout, high opt-in rates (90%+) for new games, and recent self-service features for older Unity versions, confirming integration into Vector models is planned for Q2 2026, expecting meaningful results. For monetization, he outlined opportunities through 'collaborator licenses' for non-software developer team members and consumption-based models (e.g., token allocation for enterprise customers) for AI products, expressing excitement about diversifying revenue streams.

Andrew M. Boone asked for additional details on the contribution and timing of the Developer Data Framework's integration into the ad model in 2026. He also inquired about the opportunity and potential monetization strategies for increasing collaboration tools and bringing diverse developers and creators onto the platform.

Answer

Matthew Samuel Bromberg (CEO, Unity Software) explained that the Developer Data Framework, rolled out in August with over 90% opt-in rates, is reaching critical mass for robust testing, with integration into Vector models planned for Q2 2026. For collaboration, he anticipates monetizing additional consumer bases through traditional 'collaborator licenses' and for AI products, enterprise customers will likely receive token allocations with options to purchase more, diversifying revenue streams.

Andrew M. Boone asked about Methodic's financial profile for the next three years, including potential differences in AOVs and margin profiles. Boone also sought clarification on ODDITY Labs' proprietary molecules, expectations beyond the eight initial products for 2026, and the development path for Brand 4.

Answer

Lindsay Drucker Mann, CFO, ODDITY, stated that Methodic is expected to align with Il Makiage and SpoiledChild's long-term framework of 20% revenue growth and 20% adjusted EBITDA margin, with healthy unit economics. She noted that prescription products would initially have lower gross margins but strong repeat business. Regarding ODDITY Labs, Mann explained the strategic pivot to higher efficacy molecules, confirming eight products with Labs' molecules for 2026 (four for Methodic, four for Il Makiage/SpoiledChild) and more in the pipeline for Brand 4. Oran Holtzman, Co-founder and CEO, ODDITY, emphasized the significant progress in Labs.

Andrew M. Boone asked about the learnings from Vibe Coding and Base44 that can be applied to website creation, specifically how to achieve the previously discussed double-digit target for self-created websites. He also sought clarification on the pathway to elevating Base44's margins to core Wix levels, including necessary assumptions regarding retention.

Answer

CFO Lior Shemesh explained that Wix Vibe is a beta exploring the complexities of Vibe Coding for websites, acknowledging the higher bar for Google-friendly, LLM-friendly, accessible, and secure sites. Lior then detailed that Base44's margin improvement will come from two main areas: decreasing AI costs (due to new users consuming more tokens, market competition, and internal model optimization) and sales & marketing leverage (investing based on TROI, with upfront costs recognized before linear revenue). He expects improved margins in 2026 as these factors normalize.