Unity Software Surges 10% as China Sale Talk Heats Up: Can It Close the Gap With AppLovin?

Quick Read Unity (U) shares zoomed to the $19 area after reporting preliminary Q1 2026 revenue of $505M-$508M, crushing guidance of $480M-$490M, with Strategic Grow revenue expected to jump 48% year-over-year driven by its Unity Vector AI advertising platform. Furthermore, Unity is selling its China division for over $1 billion and discontinuing its ironSource Ads Network while divesting Supersonic game publishing, focusing entirely on its core game engine and Vector AI advertising business to streamli ...