#1IS ironSource Q2 2022 Financial Results August 10, 2022 Monetize $528K Revenue 24 $582K Revenue Applications 26 Mar 29, 2019 28 121K DAU 30 E 02 04 C 0 28.9M ARPDAU x Q M Mobile Platform https://platform.ironsro.com Today $2,394 + Total revenue: $1,518,349 @ Rewarded Video Banner Nov 17, 2019 Apps Apps Nov 18, 2019 Yesterday $3,748 + Bobbie & Friends: Cat Life Simulator Bobbie & Friends: Cat Life Simulator Chocolate Chip Cookie Game Nov 21, 2019 Appkey 9724a805 63748 6374 Adunits 16 S Last 7 days $19,394 → Nov 23,2019 9 67% 66 Beve $2.932 $8.931 6446 $2,932 Nov 25, 2018 DAU 119.934 120.938 110,034 This month $98,394 + Now 27,2019 01 Mention 12.48% Jun 29, 2020-Jun 29, 2020 24.5% 12.48% 9.97% 3.53% 9.97% Nov 28 2019#2Disclaimer Key Performance Metrics and Non-GAAP Financial Measures ironSource monitors the key business metrics set forth in this presentation to help evaluate the business and growth trends, establish budgets, measure the effectiveness of sales and marketing efforts, and assess operational efficiencies. The calculation of the key metrics discussed in this presentation may differ from other similarly titled metrics used by other companies, securities analysts or investors. Also included in this presentation are certain non-GAAP financial measures, including Adjusted EBITDA and Adjusted EBITDA Margin, which are designed to complement the financial information presented in accordance with GAAP, because ironSource management believes such measures are useful to investors. See the Appendix to this presentation for a reconciliation of the non-GAAP financial measures to the nearest GAAP measure, which should be carefully evaluated. Customers Contributing More than $100,000 of Revenue ironSource's larger customer relationships drive scale, improved unit economics and operating leverage in its business model, which improves ironSource's solutions and thereby increases the value proposition to all of ironSource's customers. To measure ironSource's ability to scale with its customers and attract large enterprises to its platform, ironSource counts the number of customers that contributed more than $100,000 in revenue in the trailing 12 months. ironSource's gross customer retention rate is calculated by comparing two twelve-month periods to see how many customers in the previous period remain active customers in the current period. ironSource's customer count is subject to adjustments for acquisitions, consolidations, spin-offs and other market activity. Dollar-Based Net Expansion Rate ironSource believes the growth in the use of its platform by existing customers is an important measure of the health of its business and future growth prospects. ironSource monitors its performance in this area using an indicator management refers to as dollar-based net expansion rate. ironSource calculates dollar-based net expansion rate for a period by dividing current period revenue from a set of customers by prior period revenue of the same set of customers. Prior period revenue is the trailing 12-month revenue measured as of such prior period end. Current period revenue is the trailing 12-month revenue from the same customers as of the current period end. Management's calculation of dollar-based net expansion rate includes the effect of any customer renewals, expansion, contraction and churn, but excludes revenue from new customers. IS ironSource#3Disclaimer (cont.) Adjusted EBITDA and Adjusted EBITDA Margin ironSource defines Adjusted EBITDA as income from continuing operations, net of income taxes, as adjusted for income taxes, financial expenses, net and depreciation and amortization, further adjusted, as applicable, for asset impairments, share-based compensation expense, fair value adjustments related to contingent consideration, acquisition-related costs and offering costs. ironSource defines Adjusted EBITDA Margin as Adjusted EBITDA calculated as a percentage of revenue. Adjusted EBITDA and Adjusted EBITDA Margin are included in this presentation because they are key metrics used by management and our board of directors to assess our financial performance. Adjusted EBITDA and Adjusted EBITDA Margin are frequently used by analysts, investors and other interested parties to evaluate companies in our industry. ironSource management believes that Adjusted EBITDA and Adjusted EBITDA Margin are appropriate measures of operating performance because each eliminates the impact of expenses that do not relate directly to the performance of the underlying business. Adjusted EBITDA and Adjusted EBITDA Margin are non-GAAP measures of our financial performance and should not be considered as alternatives to net income as a measure of financial performance, as alternatives to cash flows from operations as a measure of liquidity, or as alternatives to any other performance measure derived in accordance with GAAP. Adjusted EBITDA and Adjusted EBITDA Margin should not be construed as inferences that our future results will be unaffected by unusual or other items. Additionally, Adjusted EBITDA and Adjusted EBITDA Margin are not intended to be measures of free cash flow for management's discretionary use, as they do not reflect our tax payments and certain other cash costs that may recur in the future, including, among other things, cash requirements for costs to replace assets being depreciated and amortized. Management compensates for these limitations by relying on our GAAP results in addition to using Adjusted EBITDA and Adjusted EBITDA Margin as supplemental measures. Our measures of Adjusted EBITDA and Adjusted EBITDA Margin are not necessarily comparable to similarly titled captions of other companies due to different methods of calculation. For more information on the non-GAAP financial measures, please see the reconciliation tables provided in the Appendix to this presentation. The accompanying tables have more details on the GAAP financial measures that are most directly comparable to non-GAAP financial measures and the related reconciliations between these financial measures. The Company has not reconciled its Adjusted EBITDA guidance to net income because net income is not accessible on a forward-looking basis. Certain items that impact Adjusted EBITDA are out of the Company's control and/or cannot be reasonably predicted. These items include, but are not limited to, share-based compensation expenses. These items are uncertain, depend on various factors, and could have a material impact on GAAP reported results for the guidance period. Accordingly, a reconciliation to net income is not available without unreasonable effort. IS ironSource#4Disclaimer (cont.) About ironSource ironSource (NYSE: IS) is a leading business platform that enables mobile content creators to prosper within the App Economy. App developers use ironSource's platform to turn their apps into successful, scalable businesses, leveraging a comprehensive set of software solutions which help them grow and engage users, monetize content, and analyze and optimize business performance to drive more overall growth. The ironSource platform also empowers telecom operators to create a richer device experience, incorporating relevant app and service recommendations to engage users throughout the lifecycle of the device. By providing a comprehensive business platform for the core constituents of the App Economy, ironSource allows customers to focus on what they do best, creating great apps and user experiences, while we enable their business expansion in the App Economy. For more information, please visit www.is.com. Cautionary Statement Regarding Forward-Looking Statements This communication includes forward-looking statements. These forward-looking statements generally can be identified by phrases such as "will," "expects," "anticipates," "foresees," "forecasts," "estimates" or other words or phrases of similar import. These statements are based on current expectations, estimates and projections about the industry and markets in which Unity and ironSource operate and management's beliefs and assumptions as to the timing and outcome of future events, including the transactions described in this communication. While Unity's and ironSource's management believe the assumptions underlying the forward-looking statements are reasonable, such information is necessarily subject to uncertainties and may involve certain risks, many of which are difficult to predict and are beyond management's control. These risks and uncertainties include, but are not limited to the expected timing and likelihood of completion of the proposed transaction, including the timing, receipt and terms and conditions of any required governmental and regulatory approvals of the proposed transaction; the occurrence of any event, change or other circumstances that could give rise to the termination of the merger agreement; the outcome of any legal proceedings that may be instituted against the parties and others following announcement of the merger agreement; the inability to consummate the transaction due to the failure to obtain the requisite stockholder approvals or the failure to satisfy other conditions to completion of the transaction; risks that the proposed transaction disrupts current plans and operations of Unity and ironSource; the ability to recognize the anticipated benefits of the transaction; the amount of the costs, fees, expenses and charges related to the transaction; and the other risks and important factors contained and identified in Unity's and ironSource's filings with the Securities and Exchange Committee ("SEC"), such as Unity's Annual Report on Form 10-K for the fiscal year ended December 31, 2021 and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, and ironSource's Annual Report on Form 20-F for the fiscal year ended December 31, 2021 and subsequent Current Reports on Form 6-K, any of which could cause actual results to differ materially from the forward-looking statements in this communication. There can be no assurance that the proposed transaction will in fact be consummated. We caution investors not to unduly rely on any forward-looking statements. The forward-looking statements speak only as of the date of this press release. Neither Unity nor ironSource is under any duty to update any of these forward-looking statements after the date of this communication, nor to conform prior statements to actual results or revised expectations, and neither Unity nor ironSource intends to do so. Important Information for Investors and Stockholders In connection with the proposed transaction, Unity has filed with the SEC a registration statement on Form S-4 that includes a preliminary joint proxy statement of Unity and ironSource that also constitutes a prospectus of Unity, which joint proxy statement/prospectus will be mailed or otherwise disseminated to Unity's and ironSource's respective securityholders, as applicable, when it becomes available. Unity and ironSource also plan to file or furnish, as applicable, other relevant documents with or to the SEC regarding the proposed transaction. INVESTORS ARE URGED TO READ THE JOINT PROXY STATEMENT/PROSPECTUS AND OTHER RELEVANT DOCUMENTS FILED WITH THE SEC IF AND WHEN THEY BECOME AVAILABLE, BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. Investors and securityholders may obtain free copies of the registration statement and the joint proxy statement/prospectus (if and when it becomes available) and other relevant documents filed by Unity and ironSource with the SEC at the SEC's website at www.sec.gov. Copies of the documents filed or furnished by the companies will be available free of charge on their respective websites at www.unity.com and www.is.com.rce#5Disclaimer (cont.) Participants in Solicitation Unity, ironSource and their respective directors and executive officers may be considered participants in the solicitation of proxies in connection with the proposed transaction. Information about the directors and executive officers of Unity is set forth in its proxy statement for its 2022 annual meeting of stockholders, which was filed with the SEC on April 20, 2022. Information about the directors and executive officers of ironSource is set forth in its Annual Report on Form 20-F for the fiscal year ended December 31, 2021, which was filed with the SEC on March 30, 2022. These documents can be obtained free of charge from the sources indicated above. Additional information regarding the participants in the proxy solicitations and a description of their direct and indirect interests, by security holdings or otherwise, will be contained in the joint proxy statement/prospectus and other relevant materials to be filed with or furnished to (as applicable) the SEC when they become available. No Offer or Solicitation This communication is not intended to and shall not constitute an offer to sell or the solicitation of an offer to sell or the solicitation of an offer to buy any securities or a solicitation of any vote of approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended. IS ironSource#6IS ironSource A leading business platform empowering content creators to prosper in the App Economy ▪▪▪▪▪▪▪ ‒‒‒‒. Sketch Monetize $528K Revenue Mar 10, 2019-Mar 20, 2019 Mobile P St $582x Theveu https://platonm.ironace.com Dashboard Applications 49 DAU Today D $110,232 1 28.BM B Yesterday intersti $476,873 + Total revenue: $6,989,3490 Rewarded Video Banner BOOK kory 2006 Offerand P Last 7 days $3,282,890 >> Feb 12, 201 Add app Apos Feb 14,2021 Justine Robinson $11,459,735 + Bazooka Boy Feb 216, 2021 Feb 11, 2021-F Bookes 972-4805 MIN#7Q2 22 INVESTOR PRESENTATION Q2 Financial Highlights IS ironSource $183M Q2 REVENUE $56M Q2 ADJUSTED EBITDA 3 35% Y/Y REVENUE GROWTH RATE 446 Q2 CUSTOMERS >$100K ¹ 142% DOLLAR-BASED NET EXPANSION RATE FOR ALL CUSTOMERS ² 95% % OF REVENUES FROM CUSTOMERS >$100K 1 31% Q2 ADJUSTED EBITDA MARGIN ³ 1 Customers contributing more than $100,000 in revenue refer to customers who have generated more than $100,000 in revenue for ironSource over the trailing 12 months. ² Dollar-based net expansion rate is defined as revenue for a certain period of time from a set of customers for that same period, divided by revenue from a prior period for the same set of customers. 3 Adjusted EBITDA and Adjusted EBITDA Margin are non-GAAP measures. See the Appendix for a reconciliation to the most directly comparable GAAP measure.#8Q2 22 INVESTOR PRESENTATION Corporate and Business Highlights Announced on July 13, 2022 that ironSource entered into a merger agreement with Unity Software Inc. (NYSE:U) in an all-stock transaction that values ironSource at approximately $4.4 billion at the date of announcement DISH Network Corporation's Boost Mobile signed an exclusive six-year agreement with ironSource to leverage the Aura solution suite to power a richer device experience For the first time, Supersonic, ironSource's publishing solution, was the #1 game publisher in the world in terms of downloads, driven by six new games that reached the top 10 most downloaded games ironSource partnered with Take-Two interactive and their 2K publishing label to drive incremental monetization with the Tapjoy Offerwall. IS ironSource#9GAME DEVELOPER SPOTLIGHT Panteon Uses Marketability Tool to Identify Chart-Topping Game from Prototype Panteon, a leading Turkish hyper casual game publisher, tests hundreds of new game concepts each month in the quest for the 'winners' that will top the charts. Panteon recently used ironSource's new marketability testing tool, a decision-making tool that tests a game based on its predicted audience and places the results on a marketability curve created uniquely the game. The tool accurately identified Panteon's Airport Master - which reached #7 on the iOS top charts in the U.S. and #1 in multiple other countries, including the UK - as a game worth investing in. "Previously, we were only running marketability tests on social media networks, but it didn't give us the full picture... The marketability testing tool made it significantly easier for us to confidently choose the most marketable game concept and set it up for success." Ahmet Emre Gürcan, Lead Growth Manager at Panteon IS ironSource#10Q2 22 INVESTOR PRESENTATION Revenue Growth at Scale QUARTERLY REVENUE % Growth IS ironSource 89% $88 Q3-20 1 107% $108 Q4-20 96% $120 Q1-21 ¹ Percentage (%) represents Year-over-year quarterly revenue growth. 83% $135 Q2-21 60% $140 Q3-21 46% 35% Growth YoY $158 Q4-21 58% $190 35% $183 11 Q1-22 Q2-22#11Q2 22 INVESTOR PRESENTATION Quarterly Customers >$100K Revenue NUMBER OF CUSTOMERS CONTRIBUTING > $100K REVENUE ¹ IS ironSource 269 Q3-20 291 Q4-20 292 Q1-21 309 Q2-21 332 Q3-21 44% Growth YoY 358 Q4-21 397 Q1-22 446 Q2-22 ¹ Customers that contributed more than $100k to total revenue from continuing operations in a given trailing 12-month period. For more information, see our press release, dated August 10, 2022, under Key Performance Metrics and Non-GAAP Financial Measures and at the beginning of this presentation.#12Q2 22 INVESTOR PRESENTATION Quarterly Dollar-Based Net Expansion Rate NET EXPANSION ¹ 145% % 14 Q1-20 146% IS ironSource Q2-20 150%1 Q3-20 149% Q4-20 176% Q1-21 181% Q2-21 170% Q3-21 154% Q4-21 153% Q1-22 142% Q2-22 ¹ We calculate our dollar-based net expansion rate for a period by dividing current period revenue from a set of customers by prior period revenue of the same set of customers. Prior period revenue is the trailing 12-month revenue measured as of such prior period end. Current period revenue is the trailing 12-month revenue from the same customers as of the current period end. Our calculation of our dollar-based net expansion rate includes the effect of any customer renewals, expansion, contraction and churn, but excludes revenue from new customers. For more information, see our press release, dated August 10, 2022, and Key Performance Metrics and Non-GAAP Financial Measures and at the beginning of this presentation.#13Q2 22 INVESTOR PRESENTATION Highly Profitable and Investing in Future Growth REVENUE ($M) ADJUSTED EBITDA* ADJUSTED EBITDA MARGIN* % iS ironSource Q1 22 $190 $59 31% Q2 22 $183 $56 31% Q2 21 $135 $46 34% YoY +35% +22% -350bp QUARTERLY ADJUSTED EBITDA* $30 Q3-20 $33 $40 $46 22% Growth YoY $51 $57 $59 |||||||||| Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Note: $ in millions. * Denotes non-GAAP measure. See the Appendix for further information and a reconciliation to the most directly comparable GAAP measure. For additional information on how we define and reconcile Adjusted EBITDA, see our press release, dated August 10, 2022, under Key Performance Metrics and Non-GAAP Financial Measures. $56 Q2-22#14is ironSource Appendix#15Q2 22 INVESTOR PRESENTATION Reconciliation of GAAP to Non-GAAP financials ($K) From net income and net income per share GAAP net income Add: Share-based compensation expense Depreciation and amortization Acquisition-related costs Offering Costs Non-GAAP net income Weighted-average ordinary shares outstanding-basic Basic Non-GAAP net income per ordinary share Weighted-average ordinary shares outstanding-diluted Diluted Non-GAAP net income per ordinary share Q2 2022 IS ironSource $ 12,726 27,411 17,389 3,591 $61,117 1,019,451,473 $0.06 1,062,899,357 $0.06 (Unaudited) Q2 2021 $ 10,004 20,664 5,874 455 2,755 $ 39,752 685,950,556 $ 0.04 746,974,212 $ 0.04 *As of June 30, 2021, we had 1,012,647,242 ordinary shares outstanding and 1,120,289,186 ordinary shares on a fully diluted basis.#16Q2 22 INVESTOR PRESENTATION Reconciliation of GAAP to Non-GAAP financials ($K), (Unaudited) From continuing operations, net of income taxes to Adjusted EBITDA GAAP income from continuing operations, net of income taxes Add: Financial expenses, net Income taxes Share-based compensation expense Depreciation and amortization Assets Impairment Fair value adjustment of a contingent consideration Acquisition-related costs Offering costs Adjusted EBITDA ES ironSource Q3 '20 Q4 '20 Q1 '21 19,886 434 3,256 2,250 4,091 17,320 10,244 1,771 3,852 5,005 4,628 1,029 3,622 16,810 5,343 1,040 QUARTER Q2 '21 10,004 18,768 977 Q3 '21 Q4 '21 Q1 ¹22 5,262 455 55 (57) 4,581 7,077 20,664 20,327 20,714 24,385 5,874 6,211 6,690 13,735 959 1,459 2,755 29,917 32,576 39,547 45,991 50,901 20,805 13,772 12,726 2,033 346 57,262 2,668 Q2 ¹22 3,904 (1,224) (3,871) 27,411 17,389 3,591 YEAR FY 2019 FY 2020 FY 2021 32,718 58,809 2,741 121 4,381 (1,470) 59,821 7,843 10,896 20,542 15,329 12,596 78,515 17,172 16,858 24,118 2,004 4,487 4,214 58,810 56,022 74,454 103,540 193,701#17IS ironSource