Earnings summaries and quarterly performance for Unity Software.
Executive leadership at Unity Software.
Board of directors at Unity Software.
BS
Barry Schuler
Detailed
Director
DH
David Helgason
Detailed
Director
ED
Egon Durban
Detailed
Director
JM
James M. Whitehurst
Detailed
Chair of the Board
KS
Keisha Smith
Detailed
Director
MS
Mary Schmidt Campbell
Detailed
Director
RD
Robynne Daly
Detailed
Director
RB
Roelof Botha
Detailed
Lead Independent Director
SD
Shlomo Dovrat
Detailed
Director
TB
Tomer Bar-Zeev
Detailed
Director
Research analysts who have asked questions during Unity Software earnings calls.
MC
Matthew Cost
Morgan Stanley
6 questions for U
Also covers: APP, COMP, CTV +8 more
Brent Thill
Jefferies
5 questions for U
Also covers: ADBE, AMZN, ASAN +26 more
AB
Alec Brondolo
Wells Fargo
4 questions for U
Also covers: APP, COMP, CRTO +5 more
Andrew Boone
JMP Securities
4 questions for U
Also covers: CARG, CART, CVNA +23 more
Dylan Becker
William Blair
4 questions for U
Also covers: AIOT, AZPN, BLND +16 more
MY
Martin Yang
Oppenheimer & Co. Inc.
4 questions for U
Also covers: AMBA, APP, CEVA +12 more
Clark Lampen
BTIG, LLC
3 questions for U
Also covers: APP, DKNG, FLUT +6 more
VK
Vasily Karasyov
Cannonball Research
3 questions for U
Also covers: APP, NYT, RDDT +2 more
AM
Andrew M. Boone
Citizens Financial Group, Inc.
2 questions for U
Also covers: ODD, WIX
Bernard McTernan
Needham & Company
2 questions for U
Also covers: APP, BBBY, BYON +17 more
Christopher Kuntarich
UBS
2 questions for U
Also covers: APP, COMP, DSP +6 more
DM
David Mak
Arete Research
2 questions for U
Eric Sheridan
Goldman Sachs
2 questions for U
Also covers: ABNB, ACVA, AMZN +45 more
GN
Gili Naftalovich
Goldman Sachs
2 questions for U
Also covers: MNDY
J. Parker Lane
Stifel
2 questions for U
Also covers: BLKB, HUBS, KVYO +1 more
RS
Ross Sandler
Barclays
2 questions for U
Also covers: AMZN, CART, DASH +14 more
Thomas Champion
Piper Sandler
2 questions for U
Also covers: ANGI, EBAY, EXPE +7 more
WL
William Lampen
BTIG
2 questions for U
Also covers: APP, DKNG, FLUT +1 more
CK
Chris Kuntarich
UBS Group
1 question for U
Also covers: APP, BIGC, COMP +6 more
Faith Brunner
William Blair
1 question for U
Also covers: CWAN, DSGX, ENFN +3 more
Jason Bazinet
Citigroup
1 question for U
Also covers: APP, CTV, DIS +19 more
JC
Jim Callahan
Piper Sandler
1 question for U
Also covers: APP, OPRA
MF
Michael Funk
Bank of America
1 question for U
Also covers: ADSK, AMT, ASAN +24 more
Parker Lane
Stifel Financial Corp.
1 question for U
Also covers: BLKB, BRZE, CXM +15 more
Richard Kramer
Arete Research
1 question for U
Also covers: AAPL, CRTO, ERIC +2 more
Recent press releases and 8-K filings for U.
Unity Software Reports Strong Q4 2025 Results and Provides Q1 2026 Guidance
U
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Unity's Grow revenue in Q4 2025 was $338 million, an 11% year-over-year increase, primarily driven by Vector's exceptional performance, which accounted for 56% of Grow revenue.
- The Create business generated $165 million in revenue in Q4 2025, achieving 16% year-over-year growth when excluding non-strategic revenue, marking its fastest growth in over two years.
- For Q1 2026, Unity expects total revenues between $480 million and $490 million and Adjusted EBITDA of $105 million to $110 million.
- The company anticipates Vector's quarterly revenue run rate to comfortably exceed $1 billion a year by the end of 2026, while the ironSource ad network is projected to represent less than 6% of total Unity revenue in Q1 2026.
- Unity is focusing on fundamental advances in collaboration and AI authoring in 2026, including making authoring workflows largely accessible by web browser and unveiling a beta of new upgraded Unity AI.
6 days ago
Unity Software Exceeds Q4 2025 Guidance with Strong Growth in Vector and Create Businesses
U
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Unity Software reported Q4 2025 results that comfortably exceeded guidance, achieving the fastest growth and highest margin in two years, with Adjusted EBITDA reaching $125 million at 25% margins.
- The Vector advertising business continued its exceptional performance with its third consecutive quarter of mid-teen sequential revenue growth, and is projected to reach a quarterly revenue run rate of over $1 billion annually by the end of 2026.
- The Create business returned to growth, posting its fastest year-over-year growth in over two years in Q4 2025, with 16% year-over-year growth excluding non-strategic revenue.
- The declining ironSource ad network is expected to represent less than 6% of total Unity revenue in Q1 2026, which is anticipated to materially enhance overall advertising business growth rates and profitability by displacing lower-margin revenue.
- Strategic initiatives for 2026 include scaling Runtime Engine Data integration into Vector models by Q2, introducing AI-driven authoring for game creation, and enhancing collaboration tools through web-accessible workflows to expand the addressable market.
6 days ago
Unity Software Reports Strong Q4 2025 Results and Positive 2026 Outlook
U
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Unity Software reported strong Q4 2025 results, with Grow revenue at $338 million (up 11% year-over-year) and Create revenue at $165 million (up 8% year-over-year), driven by Vector's third consecutive quarter of mid-teen sequential growth.
- For the full year 2025, the company achieved Adjusted EBITDA margins of 22% and generated over $400 million in free cash flow, representing a 41% growth year-over-year.
- The company provided Q1 2026 guidance of $480 million-$490 million in total revenues and $105 million-$110 million in Adjusted EBITDA, anticipating Vector to grow 10% sequentially and Adjusted EBITDA margins to expand 300 basis points year-over-year.
- Strategically, Unity is transitioning from the legacy ironSource ad network (expected to be less than 6% of total Unity revenue in Q1 2026) towards higher-margin AI platform revenue, with Vector's quarterly revenue run rate projected to exceed $1 billion a year by the end of 2026. The Create business will also see significant advancements in web-accessible collaboration and AI authoring in 2026.
6 days ago
Unity Reports Strong Q4 2025 Results, Provides Q1 2026 Outlook
U
Earnings
Guidance Update
Board Change
- Unity reported fourth-quarter 2025 revenue of about $503 million, representing roughly 10% year-over-year growth, and non-GAAP EPS of $0.24, both of which beat expectations.
- For the full year 2025, Unity's revenue was $1.84965 billion, and the net loss narrowed significantly to $402.77 million from $664.11 million in 2024.
- The company provided Q1 2026 revenue guidance around $485 million and adjusted EBITDA targeted near $105–$110 million.
- Board changes were announced, with founders David Helgason and Tomer Bar-Zeev stepping down, and the momentum of Unity Vector was highlighted as central to the company's strategy.
7 days ago
Unity Software Inc. Reports Q4 and Full Year 2025 Financial Results
U
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Unity reported Q4 2025 revenue of $503 million, a 10% increase year-over-year, and a GAAP net loss of $89 million or $0.21 per share.
- For the full fiscal year 2025, revenue reached $1,849,648 thousand and GAAP net loss was $(401,493) thousand, with adjusted EPS of $0.86.
- The company's Q4 2025 performance was driven by Vector's mid-teen sequential revenue growth and the best growth in Create Solutions in over two years, with Create Solutions revenue at $165 million and Grow Solutions revenue at $338 million.
- As of December 31, 2025, Unity held $2,064 million in cash and cash equivalents, and restricted cash.
- For Q1 2026, Unity expects revenue to be between $480 million and $490 million and Adjusted EBITDA to be between $105 million and $110 million.
7 days ago
Unity Reports Fourth Quarter and Fiscal Year 2025 Financial Results
U
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Unity reported Q4 2025 revenue of $503 million, a 10% year-over-year increase, and a GAAP net loss of $89 million.
- For Q4 2025, Adjusted EBITDA was $125 million with a 25% margin, and Adjusted EPS was $0.24.
- For the full fiscal year 2025, Unity's revenue reached $1.85 billion, with a GAAP net loss of $401.5 million and Adjusted EPS of $0.86.
- The company provided Q1 2026 revenue guidance of $480 million to $490 million and Adjusted EBITDA guidance of $105 million to $110 million.
- Growth in Q4 was driven by exceptional performance from Vector, which experienced its third consecutive quarter of mid-teen sequential revenue growth, and the best growth in Create in over two years.
7 days ago
Unity Announces Epic Games Partnership and Platform Enhancements at Unite 2025
U
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Unity announced a strategic partnership with Epic Games, which will enable Unreal Engine developers to integrate Unity's in-app purchase SDK and allow Unity developers to publish games directly into Fortnite's ecosystem starting in 2026. This collaboration aims to leverage Fortnite's 100 million monthly active users and its significant third-party content engagement.
- Unity is enhancing its In-App Purchase (IAP) solution to provide developers with greater flexibility, including support for web shops and third-party payment processors such as Stripe and Coda, designed to reduce platform fees and increase developer revenue.
- The new Platform Toolkit was introduced to streamline multi-platform game deployment by offering a single code path for integrating essential platform SDKs across various systems, including Nintendo Switch 2 and Android XR.
- Unity reported a 30% decline in regressions and a 22% reduction in user-reported issues over the past two years, with 2025 projected to have the lowest open bug backlog in three years, indicating improved stability and performance of the Unity engine.
Nov 19, 2025, 9:00 AM
Unity Unveils Unity 6, Strategic Partnerships, and New Developer Tools at Unite 2025 Keynote
U
Product Launch
New Projects/Investments
- Unity announced Unity 6, featuring significant enhancements in performance, stability, and security, including Unity Core Standards and production verification through partnerships with companies like Konami and 2K Games.
- New offerings include Unity Studio, a web authoring tool for non-gaming customers in beta for 2026, and the Unity AI Gateway, an early access beta for integrating AI into workflows.
- The company is expanding its deployment and growth solutions with a new Platform Toolkit for simplified cross-platform development and native commerce solutions to manage digital catalogs, payments, and web stores across various platforms.
- A major partnership with Epic Games was revealed, which will enable Unity's In-App Purchase SDK for Unreal Engine developers and allow Unity games to be published directly into the Fortnite ecosystem starting next year.
Nov 19, 2025, 9:00 AM
Unity Exceeds Q3 2025 Guidance with Strong Grow and Create Segment Performance
U
Earnings
Revenue Acceleration/Inflection
Product Launch
- Unity's Q3 2025 financial results significantly surpassed both guidance and consensus for revenue and adjusted EBITDA.
- The Grow segment achieved an 11% quarter-over-quarter increase, primarily driven by the strong performance of Vector AI.
- The Create subscription software business, after backing out non-strategic revenue, increased 13% year-over-year.
- Key strategic product advancements include the continued development of Vector AI, the launch of the Developer Data framework, Day One support for Android XR, and a new Unity In-App Payments initiative.
- Management maintains a bullish outlook on the overall games market, anticipating continued growth and Unity's central role in supporting developers across the ecosystem.
Nov 5, 2025, 1:30 PM
Unity Reports Strong Q3 2025 Results and Provides Q4 2025 Guidance
U
Earnings
Guidance Update
Product Launch
- Unity reported strong Q3 2025 financial results, with total revenue and adjusted EBITDA meaningfully exceeding guidance and consensus. The Grow segment saw significant sequential and year-over-year growth, driven by the performance of Vector AI.
- The Create segment also demonstrated year-over-year growth, particularly in its subscription business when excluding non-strategic revenue. The company achieved record free cash flow in the quarter.
- For Q4 2025, Unity provided guidance for continued revenue growth and stable adjusted EBITDA margins.
- Unity expanded its offerings with the launch of Unity IAP for cross-platform commerce and rolled out the Developer Data Framework, which has seen high adoption rates and is expected to impact financials in 2026.
| Metric | Q3 2025 | Q4 2025 (Guidance) |
|---|---|---|
| Total Revenue ($USD Millions) | $470 | $480 - $490 |
| Grow Segment Revenue ($USD Millions) | $318 | N/A |
| Create Segment Revenue ($USD Millions) | $152 | N/A |
| Adjusted EBITDA ($USD Millions) | $109 | $110 - $115 |
| Free Cash Flow ($USD Millions) | $151 | N/A |
Nov 5, 2025, 1:30 PM
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