Alright, alright, testing, one two. This convention floor is a nightmare, can barely hear myself think. So, Unity, June 2026, big month for them, apparently. Yeah. Okay, so the Unity blog, it says June was a big month, right?

For Unity games, and they specifically call out 33 Immortals and Zenless Zone Zero hitting their full 1.0 releases. And Unity also sponsored Day of the Devs at Summer Games Fest. Let’s break that down. 33 Immortals, from Thunder Lotus, that co-op action roguelike, it did indeed launch its 1.0 version on June 10, 2026. That was across Steam, Xbox, and Epic Games Store. It was in early access for a while, since March 2024, actually.

The game supports 33-player cooperative multiplayer, and sessions are like 25 minutes, quick raids. Thunder Lotus, the developer, they announced this 1.0 release as part of Summer Game Fest and Day of the Devs. It’s also on Xbox Game Pass. Player numbers for 33 Immortals? SteamDB shows an all-time peak of 7,811 concurrent players on June 14, 2026.

Right now, it’s sitting at 995 players live. Earlier, back in March 2025, the game had already hit over 500,000 unique players in early access. That’s a decent number for an indie title, even with Game Pass. Now, Zenless Zone Zero. This one, it’s a HoYoverse game, and the 1.0 release, “Welcome to New Eridu,” actually went live on July 4, 2024, not June 2026.

So the Unity blog post, it’s a bit off on that date, or maybe they’re talking about a different kind of “release” or a major update in June 2026 that wasn’t the initial 1.0. (I mean, it’s a live service game, so updates are constant, right?) The game had its pre-download start on July 2, 2024.Zenless Zone Zero mobile revenue, that’s interesting. It generated $24.6 million on mobile in its first five days back in July 2024. China was over half of that, 51%, with Japan at 25%. It hit a record daily mobile revenue of $8.6 million on December 18, 2024, with its Version 1.4 update.

That update pushed its total lifetime mobile revenue past $250 million. By its first anniversary, July 4, 2025, Zenless Zone Zero had earned $442.1 million on mobile. That’s good, but it’s only 23% of what Genshin Impact made in its first year. Unity itself, the company, they did sponsor Day of the Devs at Summer Game Fest 2026. That showcase had a lot of Unity games, world premieres and everything.

They highlighted games like Lazy River and Super Yooka-Laylee Kart and Slap Out Of It! 33 Immortals was also featured there, confirming its June 10 release. Day of the Devs is known for indie games, and Unity developers showed up strong. Unity’s financial situation, it’s always a thing. For Q1 2026, Unity reported revenue of $508.24 million, up 16.84% year over year. Their Grow Solutions segment climbed 24% to $352 million.

Adjusted EBITDA margin expanded to 27% from 19% a year ago. Free cash flow jumped to $66.46 million from $7.31 million. Unity Vector, their AI ad platform, is a big part of that, reaching 56% of Grow Solutions revenue in Q4 2025. They are targeting GAAP profitability by Q4 2026. Unity’s market share, it’s still significant.

They hold 23.91% in the game development market. For PC/console game engines, it’s 18.9%, compared to Unreal Engine’s 49%. But for mobile gaming, Unity dominates with a 52% market share. 71% of the top 1000 mobile games are powered by Unity. AI is a big push for Unity, too. Unity 6 AI in 2026 has features like Sentis for runtime AI and Motion Matching for locomotion, which are free.

They also have paid Muse features for things like behavior trees, Muse Behavior. My NVDA trade? I bought NVDA at $48.80 on December 15, 2023. I’m holding that position until it either hits $1000 or drops below $400. It’s at $194.83 right now.

So, yeah, still waiting on that. Unity’s Q2 2026 guidance, they expect total revenue of $505 million to $515 million. Strategic revenue is projected to be $455 million to $465 million, up 29% to 32% year-over-year. This is all part of their strategy to focus on core growth and AI initiatives. They took a $279 million impairment charge related to sunsetting the ironSource Ads Network and divesting their Supersonic game publishing business.

That’s a big hit to GAAP net loss, but it’s supposed to streamline things.