2026-05-08
Recap: Q1 2026
Unity AI Answers the Genie Bear: A Beat Above a Raised Guide, Vector's Fourth Straight Sequential Quarter, and a GAAP-Profit Date — Upgrading Unity to Outperform
2026-02-12
Recap: Q4 2025
Vector Wins the Quarter and Loses the Tape: A Beat-the-High-End Print Meets a Flat Guide, a Withheld Outlook, and the Genie Overhang — Downgrading Unity to Hold
2025-11-06
Recap: Q3 2025
The Proof Arrives: Grow Accelerates to +11% Sequential, Margins Expand to 23%, and Both Segments Grow Organically — Upgrading Unity to Outperform
2025-08-07
Recap: Q2 2025
Vector Delivers the Inflection, the Guide Delivers the Reversal: Unity Beats Across the Board but Closes Down 6% — Initiating at Hold