Unity Reports $622.1 Million in Q3 2026 Revenue

Key Takeaways

• <ul><li>Unity beat Q3 2026 estimates with $622.1 million in revenue, up 9.7% above expectations</li><li>Doximity Q3 revenue reached $174.5 million, but operating margin fell to 25.2% from 37.8% due to AI costs</li><li>JFrog Q3 revenue hit $179.2 million, up 30.9% year over year on AI demand</li><li>Evolent Health reported $725.4 million in Q3 revenue, up 51.3% YoY, deploying its AuthIntelligence AI platform</li><li>CloudTalk launched an AI Sales Dialer with Power mode at $15/user/month and Parallel mode at $39/user/month</li><li>ChainFlow's speculative decoding method outperformed EAGLE-3 and DFlash by 39% and 11% on Qwen3.5 models</li><li>Google Gemini had a safety bypass allowing blocked images to be downloaded, fixed by October 22, 2026</li><li>NVIDIA partnered with SK Telecom and Rebellions on sovereign AI using NVLink Fusion and Dynamo platform</li><li>US AI safety center CAISSI now reports informally to the White House with no permanent leader</li><li>University of Montana launching a Human-Centered AI certificate this spring</li></ul>

Unity beats Q3 2026 expectations with AI platform growth

Unity reported Q3 2026 revenue of $622.1 million, beating analyst estimates by 9.7%. The company's AI-powered Vector platform drove strong growth, with advertiser accounts rising 27% quarter over quarter. Unity also launched the Day 28 Optimizer and saw daily active users increase 25% since August. The company achieved an operating margin of 16.2%, a major improvement from negative 26.7% a year earlier.

Doximity Q3 results show AI growth amid margin decline

Doximity reported Q3 CY2026 revenue of $174.5 million, up 3.6% year over year, beating estimates. Active workflow prescribers grew 34% year over year, driven by AI tools and telehealth features. The company's AI Search product was adopted by 16 of the top 20 pharmaceutical companies. However, operating margin fell to 25.2% from 37.8% due to rising AI-related costs.

JFrog Q3 2026 results beat expectations on AI demand

JFrog reported Q3 2026 revenue of $179.2 million, up 30.9% year over year, surpassing analyst estimates. Growth was fueled by AI-driven software development and increased enterprise security needs. The company's net revenue retention rate reached 124%, and annual recurring revenue hit $680.9 million. JFrog raised its full-year adjusted EPS guidance by 17.3%.

Evolent Health Q3 2026 driven by AI and customer growth

Evolent Health reported Q3 2026 revenue of $725.4 million, up 51.3% year over year. The company's AuthIntelligence AI platform moved from pilot to broad deployment, processing about 1 million cases per year. Evolent secured a major contract to expand oncology care to additional states and renewed its largest Surgical Management customer for four years. Full-year revenue guidance was reaffirmed at $2.65 billion.

CloudTalk launches AI Sales Dialer to boost outbound calls

CloudTalk launched its AI Sales Dialer, offering two modes: Power dials one contact at a time, and Parallel dials up to five simultaneously. The tool detects voicemail and can leave recorded messages automatically. Customers report increasing from 15 to over 100 calls per agent per day. Power mode costs $15 per user per month, and Parallel mode costs $39 per user per month.

CloudTalk launches AI Sales Dialer to boost live calls

CloudTalk launched its new AI Sales Dialer, tested with real users and refined from feedback. It offers two modes: Power dials one contact at a time, and Parallel dials up to five at once with voicemail detection. Outcomes are saved as tags mapped to HubSpot, Salesforce, Pipedrive and Zoho CRM. Power mode costs $15 per user per month, and Parallel costs $39 per user per month, both with a 14-day trial.

ChainFlow brings faster speculative decoding for LLMs

ChainFlow is a new speculative decoding method that uses flow matching to draft tokens more efficiently for LLMs. It treats drafting as a short transport over hidden states, needing only one or two flow steps instead of many. A variational autoencoder compresses states, and lightweight feedback heads restore inter-token dependencies. On Qwen3.5 models, ChainFlow outperformed EAGLE-3 and DFlash in vLLM by 39% and 11% respectively. The code and drafter models are open-sourced.

How to invest if the AI market sell-off gets worse

The shakeout in AI-related stocks may have much further to run according to this report. The article addresses investment strategies for those worried about a worsening AI market downturn. It was written by William Edwards, a senior investing reporter at Business Insider covering the US stock market and economy. The piece references market analysis from November 2026.

Marquette University holds AI evaluation discussion session

Marquette University's Center for Teaching and Learning hosted a conversation about using AI in faculty performance evaluations on November 10. The session ran from 11 a.m. to 12:15 p.m. in Raynor Library 330B and was facilitated by Maxwell Gray. Featured speakers included Dr. Philip Rocco, Dr. Brian Spaid, and Dr. Amber Young-Brice. The event was co-sponsored by the Explorer Challenge Award from the Center for Data Ethics.

University of Montana launches human-centered AI certificate

The University of Montana is proposing the state's first career certificate in human-centered AI. The nine-credit program teaches students to interact with AI, test its limitations and biases, and debate its ethics. Michael Cassens, UM associate professor of game design and interactive media, leads the effort. The goal is to make students smarter and more skeptical consumers of AI. The Career Certificate in Human-Centered AI is planned to officially launch this coming spring.

US AI safety center staff report to White House

Staff at the Center for Advancing Innovation and Standards for Super Intelligence (CAISSI) are now informally reporting to the White House. The center has no permanent leader and has stopped publishing its research. Critics worry this arrangement could politicize AI safety decisions and favor the tech industry. The center has a budget of $10 million per year, which is far less than its UK counterpart.

New AI tool helps Connecticut residents find support through 211

An AI chatbot developed by Keeper Systems now helps people find social services through 211 Connecticut. The assistant is synced to 211's database and was tested for a year before launching in 2025. About 44 percent of conversations happen outside normal business hours. However, only about 34 percent of conversations are fully resolved by the AI assistant.

Google Gemini safety bypass lets users download blocked AI images

Fog Security discovered that Google Gemini allowed users to download AI-generated images that its own safety filters had blocked. The issue was reported in June 2026, and by October 22, researchers could no longer reproduce it. Google said the change was due to routine maintenance. Researchers found the problem involved a state-management error in image generation and safety checks.

NVIDIA Korea sovereign AI collaboration elevates Rebellions

Rebellions, a Korean AI chip startup, gained prominence through its partnership with SK Telecom and NVIDIA. The collaboration provides access to NVLink Fusion and NVIDIA's Dynamo platform. NVIDIA says it supports multiple consortia and foundation model builders with skills and resources. The founder of Rebellions recommends certifying on Dynamo before inference pricing becomes fixed.

Sources

• U Q3 2026 deep dive: AI-driven product momentum and new creator platforms underpin growth
• DOCS Q3 CY2026 deep dive: AI-driven product expansion meets margin compression
• FROG Q3 2026 deep dive: AI and security demand fuel cloud and enterprise expansion
• EVH Q3 2026 deep dive: ongoing AI investment and customer expansion shape outlook
• CloudTalk launches a new AI Sales Dialer for even more live conversations: Customers report going from 15 to 100+ calls per agent per day
• CloudTalk launches a new AI Sales Dialer for even more live conversations: Customers report going from 15 to 100+ calls per agent per day
• ChainFlow: Few-Step Latent Flow Matching for Speculative Decoding
• How to invest if you think the AI market sell-off could get even worse
• 'AI as a performance evaluator': a CTL conversation session about AI, Nov. 10
• New AI course helps University of Montana students stay in the driver's seat
• Staff at the US center for AI safety are reporting to the White House, raising independence concerns
• A new AI tool helps Connecticut residents find support through 211
• Google Gemini Safety Bypass Lets Users Download AI-Generated Images That Its Own Filters Blocked
• NVIDIA Korea sovereign AI collaboration elevates Rebellions