Unity Software CEO Bromberg: We're not seeing any pressure from the consumer in this environment

Core Insights - Unity is experiencing a positive inflection point, indicating long-term sustainable growth, as evidenced by strong performance in the third quarter [2][3] - The advertising business has seen an 11% quarter-over-quarter increase, driven by Vector AI, while the subscription software and creation business grew by 13% year-over-year [3] Business Performance - Unity's overall business is showing strength, with both revenue and profit exceeding guidance and consensus expectations [3] - The gaming sector remains robust even in uncertain consumer environments, with free-to-play games being particularly appealing for consumers [6][7] Market Context - The company is well-positioned within the digital advertising landscape, especially as targeting becomes increasingly important for retailers [5] - The vibrancy in the mobile handset market, driven by new phone releases, is expected to positively impact mobile gaming and Unity's business [9] AI Integration - AI is a critical component for Unity, enhancing the game development process and driving advertising revenue through products like Vector [10][11] - The company is leveraging AI to improve internal efficiencies and streamline operations [10][11]