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Unity Software Is Rising Again—But Is It Quietly Shrinking Its Empire?

Unity Software has staged a sharp relief rally after announcing that it will phase out its ironSource Ads Network and divest its Supersonic game publishing business, a move that investors interpreted as overdue discipline after years of sprawl, controversy, and underperformance. The company also raised its near-term revenue and adjusted EBITDA outlook, giving the market a concrete reason to reward the restructuring. Yet the more interesting story is not simply that Unity is cutting weaker assets. It is that the company is doing so at the exact moment artificial intelligence is starting to lower the barriers to making games, building assets, and testing ideas. That creates a more consequential question than whether the latest quarter was better than feared.