Unity Software Inc
NYSE:U

Watchlist Manager
Unity Software Inc Logo
Unity Software Inc
NYSE:U
Watchlist
Price: 45.46 USD 0.22% Market Closed
Market Cap: 19.5B USD

Unity Software Inc
Investor Relations

In the bustling world of tech, Unity Software Inc. has carved out a significant niche, standing at the intersection of creativity and technology. Founded in 2004, Unity began as a vision to democratize game development, eventually evolving into a powerhouse of interactive, real-time 3D content creation. Its signature product, the Unity engine, is renowned for its versatility and user-friendly interface, making complex game development accessible to both indie developers and major studios alike. It allows creators to build rich, interactive experiences across a multitude of platforms, from mobile devices to gaming consoles and virtual reality headsets. This universal adaptability has not only sustained its popularity but has made Unity the backbone of countless games, simulations, and even architectural visualizations and films.

The crux of Unity's business model revolves around a blend of subscription-based services and revenue-sharing agreements. Content creators subscribe to Unity's development platform, progressively unlocking more sophisticated tools and services at higher tiers. These subscriptions cater to a wide spectrum of users, from individual developers to large-scale enterprises. Additionally, Unity generates revenue through its Operate Solutions, which include advertising, analytics, and monetization tools that help developers manage and optimize their creations. By offering a comprehensive suite of products and maintaining a symbiotic relationship with its users, Unity not only fuels the creativity of developers but also ensures a steady flow of income, intertwining its success with the vibrant ecosystem it fosters.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 5, 2025
AI Summary
Q3 2025

Revenue Beat: Unity's Q3 revenue and adjusted EBITDA both exceeded guidance and consensus, with particularly strong performance in the Grow segment driven by Vector AI.

Grow Segment Surge: Grow segment revenue jumped 11% quarter-over-quarter, thanks to the scaling success of Vector AI, and 6% year-over-year.

Create Segment Strength: Create subscription software revenue rose 13% year-over-year, excluding nonstrategic revenue, reflecting both product improvement and strong momentum in China.

Profitability Up: Adjusted EBITDA reached $109 million, representing a 23% margin and a 200 basis point improvement both YoY and sequentially.

Record Free Cash Flow: Unity posted a record free cash flow of $151 million in Q3, its second consecutive quarter of record FCF.

Q4 Guidance Raised: Q4 revenue is guided to $480–490 million, with adjusted EBITDA of $110–115 million; Grow is expected to see mid-single-digit sequential growth.

AI & Product Momentum: Management highlighted continued rollouts of new products, AI-driven improvements, and strong adoption of Unity 6 and the Developer Data Framework.

Key Financials
Grow Segment Revenue
$318 million
Create Segment Revenue
$152 million
Adjusted EBITDA
$109 million
Adjusted EBITDA Margin
23%
Free Cash Flow
$151 million
Cash Balance
$1.9 billion
Convertible Debt
$2.2 billion
Unity 6 Downloads
9.4 million
Q4 Revenue Guidance
$480–490 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. James Moon Whitehurst
Executive Chair of the Board & Senior Advisor
No Bio Available
Mr. David Helgason
Co-Founder & Independent Director
No Bio Available
Ms. Anirma Gupta
Senior VP, Chief Legal Officer & Company Secretary
No Bio Available
Mr. Marc Whitten
Strategic Adviser
No Bio Available
Ms. Carol W. Carpenter
Strategic Marketing Advisor
No Bio Available
Mr. Matthew Samuel Bromberg J.D.
CEO, President & Director
No Bio Available
Mr. Joachim Christoph Ante
Co-founder
No Bio Available
Mr. Mark Barrysmith
Interim CFO, Senior VP & Chief Accounting Officer
No Bio Available
Mr. Alexander Blum
Chief Operating Officer
No Bio Available

Contacts

Address
CALIFORNIA
San Francisco
30 - 3Rd Street
Contacts
+14155393162.0
www.unity.com