On one end it makes me wonder if Unity has it's priorities straight. On the other, I think there is definitely a lot of room for improvement with their own ad solution. Not too mention in order to fund any further improvements in the engine Unity needs to make money. Given that they produce no games of their own, it makes sense that they are expanding and improving their suite of services in order to bring in more revenue.
At least that's my hope. Unity has been in a rocky place for a while now (straddling the line between what it is and what it wants to be) and I think news like this combined with the layoffs can lead many to wonder if Unity is still committed to making a world class game engine that can grow with them for years to come.