Wedbush Securities released a note on December 17, 2025, detailing Unity Software’s successful turnaround in the mobile advertising sector.
Analysts acknowledged that AppLovin remains the dominant player. However, Wedbush pointed to the strong growth of Unity’s Vector platform as the key driver of this positive shift.
The report cited Homa Games as evidence of Vector’s growing traction. Homa Games moved a significant portion of its advertising spend to the platform, observing a 10-15% increase in conversions.
This commentary suggests growing confidence in Unity’s ability to compete effectively. The company aims to regain market share, particularly within the Android platform.