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Unity's first quarter without ironSource
By UA Ledger staff — Archive date: 2 min read
Unity's first quarter without ironSource, out May 7, confirms the ad network closed on schedule and the Supersonic sale is proceeding as planned.
Unity's Q1 2026 results, released May 7, confirmed what the March announcement had already flagged: the ironSource Ad Network closed for good on April 30, and the planned sale of the Supersonic publishing label is moving ahead, disclosed via an 8-K filing alongside the earnings release. This is the first quarter in which Unity's Grow segment reports without the legacy ironSource ad network as a going business inside it.
A new baseline without ironSource
That makes the quarter a genuinely new baseline rather than a comparison against history. Prior quarters carried ironSource revenue that Unity itself had already signalled it was steering away from, in favour of Unity Vector, the AI-driven bidding product that reached 56% of Grow revenue as of the February results. This quarter should show, more cleanly than any before it, whether Unity Vector's growth is actually large enough to backfill the volume that ironSource's direct-demand business used to carry, or whether the segment shrinks before it can grow into the gap.
For a buyer, the practical question is not the reported number itself but its composition. A Grow segment that holds steady or grows on Unity Vector alone is a different signal than one that holds steady because Supersonic's publishing revenue is still being counted before the sale closes. Read the earnings commentary for how Unity itself breaks out the two, rather than taking a single top-line Grow figure at face value.
What this quarter means for buyers
The wider signal is about focus. Unity has now shed the direct-demand network and is in the process of shedding the publishing label, leaving Unity Vector as the product doing the actual work of representing Unity in game UA auctions going forward. Buyers who diversified away from Unity during the shutdown transition should treat this quarter's numbers as the first real read on whether Vector alone is worth reallocating back toward.
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