Unity Software (U) posted its first GAAP profit since going public, at $122 million, as revenue rose 32% to $622 million. Shares rose about 17% in pre-market trading. The Vector AI ad system made advertising the company's main growth engine, with Strategic Grow (ads) revenue up 90% to $432 million. Part of the profit reflects accounting: lower amortization after an earlier write-down cut costs by about $49 million, while free cash flow rose to $220 million from $151 million. Strategic Create revenue, at $165 million and up 11%, is cooling, and Unity guides for just 4% to 6% growth in the fourth quarter.
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