Today, Unity released its earnings guidance seven weeks before its official Q1 financial report. The data is quite good: Q1 revenue of $505-508 million, more than $20 million higher than the Q4 guidance, and EBITDA of $130-135 million, directly exceeding the guidance by 25%. It's worth noting that IronSource, acquired in 2022, and its subsidiary Supersonic have been dragging down performance. Previously, Unity stated it would gradually divest its IronSource business, and today it announced that it will shut down the IronSource advertising network and sell Supersonic on April 30th. Cutting the burden and going all in on Vector. Vector (the core of Strategic Grow), Unity's self-developed product as an AI advertising platform, representing its transformation from a traditional software company, saw a 48% year-over-year growth. Management's confidence in Vector is also the reason for the aggressive closure of IronSource. Unity is essentially an AI advertising company that provides development software to game developers to obtain high-quality data. If you find companies among all the software companies that were unfairly punished in February that might benefit from AI rather than be disrupted, then even though Unity rose 12% to $19 after hours, the risk-reward ratio is still quite good.