Unity Software Inc. is a global technology company specializing in providing a platform for creating and operating interactive, real-time 3D (RT3D) content. The company empowers developers across industries such as gaming, film, automotive, and architecture to design and monetize immersive experiences. Unity generates revenue through subscriptions, professional services, and monetization solutions.
- Grow Solutions - Offers monetization and user acquisition services, including advertising solutions and game publishing tools, enabling developers to generate revenue and manage their applications effectively.
- Create Solutions - Provides tools and services for developers to build interactive, real-time 3D and 2D content, with offerings such as subscriptions, enterprise support, and cloud hosting services.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Anirma Gupta Executive | Senior Vice President, Chief Legal Officer, and Corporate Secretary | None | Anirma Gupta joined Unity in November 2022 and became Chief Legal Officer in May 2023. She previously held leadership roles at Carbon, Tanium, and Intuit, and has a background in electrical engineering and law. | |
Felix The Executive | Senior Vice President, Product and Technology, Grow | None | Felix The has been with Unity since January 2017 and became SVP of Product and Technology, Grow, in January 2024. He previously held roles at AppNexus, Zynga, and Oliver Wyman. | |
James M. Whitehurst Executive | Interim President and Chief Executive Officer | United Airlines Holdings (Board Member), Amplitude, Inc. (Board Member), Software AG (Board Member), Silver Lake (Special Advisor) | James M. Whitehurst has extensive leadership experience, including serving as CEO of Red Hat and President of IBM. He became Interim CEO of Unity on October 9, 2023, following the departure of John Riccitiello. | |
Mark Barrysmith Executive | Senior Vice President, Chief Accounting Officer, and Principal Accounting Officer | None | Mark Barrysmith joined Unity in May 2022 as Chief Accounting Officer. He also served as Interim CFO from August 2024 to December 2024. Previously, he held senior roles at Amazon and KPMG. | |
Matthew Bromberg Executive | Chief Executive Officer and President | Blackstone (Senior Advisor), Bumble Inc. (Board Member), Monzo (Board Member), Blast (Board Member) | Matthew Bromberg, previously COO at Zynga and a leader at Electronic Arts, became CEO and President of Unity on May 15, 2024. He has a background in gaming and technology leadership. | |
Roelof Botha Board | Lead Independent Director | Sequoia Capital (Senior Steward), 23andMe (Board Member), Block, Inc. (Board Member), MongoDB (Board Member), Natera (Board Member) | Roelof Botha has been on Unity's board since 2009 and became Lead Independent Director on May 15, 2024. He is a Senior Steward at Sequoia Capital and serves on multiple boards. |
- Your Growth Solutions revenue declined 5% year-over-year and only grew 1% sequentially in Q3 ; what specific challenges are you facing in this segment, and what strategies are you implementing to return it to sustained growth?
- You've mentioned that the recent price increases will start rolling out as customers renew or upgrade over the next couple of years ; how do you plan to mitigate the risk of customer attrition due to these higher prices, especially given the prior concerns raised by your user community?
- Despite previous efforts, non-gaming revenues have scaled slower than expected ; can you elaborate on the concrete steps you're taking to accelerate growth in non-gaming sectors and how this fits into your overall growth strategy?
- Additional compute costs associated with training your new machine learning models are impacting your Q4 guidance ; can you provide more detail on when you expect these AI investments to translate into meaningful financial benefits and how they will affect your margins in the near term?
- Given the competitive landscape and past missteps like the proposed runtime fee , how do you plan to regain and maintain developer trust to ensure Unity remains the platform of choice in the face of increasing competition?
Research analysts who have asked questions during Unity Software earnings calls.
Andrew Boone
JMP Securities
4 questions for U
Matthew Cost
Morgan Stanley
4 questions for U
Brent Thill
Jefferies
3 questions for U
Alec Brondolo
Wells Fargo
2 questions for U
Christopher Kuntarich
UBS
2 questions for U
David Mak
Arete Research
2 questions for U
Dylan Becker
William Blair
2 questions for U
Gili Naftalovich
Goldman Sachs
2 questions for U
J. Parker Lane
Stifel
2 questions for U
Martin Yang
Oppenheimer & Co. Inc.
2 questions for U
Ross Sandler
Barclays
2 questions for U
Thomas Champion
Piper Sandler
2 questions for U
William Lampen
BTIG
2 questions for U
Bernard McTernan
Needham & Company
1 question for U
Bernie Mcternan
Needham & Company
1 question for U
Chris Kuntarich
UBS Group
1 question for U
Clark Lampen
BTIG, LLC
1 question for U
Faith Brunner
William Blair
1 question for U
Jason Bazinet
Citigroup
1 question for U
Jim Callahan
Piper Sandler
1 question for U
Michael Funk
Bank of America
1 question for U
Parker Lane
Stifel Financial Corp.
1 question for U
Richard Kramer
Arete Research
1 question for U
Vasily Karasyov
Cannonball Research
1 question for U
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
ironSource Ltd. | 2022 | Unity Software Inc.'s acquisition of ironSource Ltd. was executed via a merger agreement on July 13, 2022, and completed on November 7, 2022, converting each ironSource share into 0.1089 shares of Unity common stock with about 111.8 million shares issued, thereby making ironSource a wholly owned subsidiary and strategically enhancing Unity’s app economy platform. |
Recent press releases and 8-K filings for U.
- Unity Software Inc. considers Q2 2025 an inflection point for its turnaround, attributing it to accelerated product development and enhanced customer delivery.
- The company holds a dominant position in the mobile gaming market, with 70% of mobile games built on Unity and 85 of the top 100 mobile game advertisers utilizing their platform.
- Management refutes claims of slow adoption for Unity 6, stating it has achieved the fastest adoption of any version and is the most stable and performant.
- Unity's strategy in the competitive ad space focuses on delivering value to performance-based mobile advertisers, which they believe will drive increased customer spending and business growth.
- Unity Software reported Q1 2025 results with revenue at $435 million (a 6% YoY decline), adjusted EBITDA of $84 million (19% margin), and a GAAP net loss of $78 million .
- Q1 performance exceeded guidance, with revenue and adjusted EBITDA beating targets by $20 million and $19 million respectively .
- The Unity Vector migration was completed ahead of schedule, driving a 15%-20% lift in installs and delivering higher ROI for advertisers .
- In segment performance, Create Solutions and Grow Solutions contributed $150 million and $285 million, while the Create segment registered double-digit subscription revenue growth YoY .
- Looking ahead, Q2 2025 guidance is set at $415–$425 million in revenue and $70–$75 million in adjusted EBITDA, underscoring continued focus on margin expansion and strategic investments .