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    David Mak • Arete Research

    David Mak's questions to Unity Software Inc (U) leadership

    David Mak's questions to Unity Software Inc (U) leadership • Q1 2025

    Question

    David Mak of Arete Research asked for the reason behind the lack of a discernible financial impact from Vector's launch yet. He also requested that the CFO quantify the nonstrategic revenue in Q1 and the amount embedded in Q2 guidance.

    Answer

    CEO Matthew Bromberg attributed the lack of immediate financial uplift to two factors: timing, as the product has just launched, and internal revenue mix shifts between the new Vector-powered network and other ad products, which are masking some upside. CFO Jarrod Yahes quantified nonstrategic revenue at approximately $17 million in Q1 and confirmed the full-year expectation remains around $30 million, implying a trail-off in Q2 and beyond.

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    David Mak's questions to Unity Software Inc (U) leadership • Q4 2024

    Question

    David Mak asked about the timeline for the rebuild of Grow Solutions with Unity Vector and whether this represented a new business line, suggesting user acquisition was a small part of Grow.

    Answer

    CEO Matthew Bromberg detailed that the migration to Unity Vector begins at the end of Q1, with the first phase completing by the end of Q2 2025. He corrected the premise, stating that user acquisition is already a substantial business that they aim to make great, not a new one.

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