Unity Software Inc.

Unity Software Inc.

U
Unity Software Inc.US flagNew York Stock Exchange
42.08
USD
+1.32
- -
18.37BMarket Cap
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.67
2.37
4.54
3.94
4.48
5.75
4.58
4.39
4.7
Basic EPS, GAAP
-0.58
-1.2
-1.66
-1.89
-2.97
-2.16
-1.68
-0.96
-1.36
Free Cash Flow per Basic Share
-0.52
-0.42
-0.12
-0.54
-0.38
0.47
0.69
0.95
1.24
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
-1.08
-1.11
7.45
8.18
9.43
8.27
7.79
7.48
6.9
Tangible Book Value per Share
-1.29
-2.18
6.19
-0.14
-4.26
-3.61
-2.54
-1.34
-0.65
Basic Weighted Avg Shares
228
228
170
282
311
380
396
421
432
Sales/Revenue/Turnover
381
542
772
1,111
1,391
2,187
1,813
1,850
2,028
Operating Margin (%)
-34.22
-27.81
-35.58
-47.88
-63.42
-38.07
-41.65
-25.9
-30.37
Depreciation Expense
21
31
43
65
212
564
409
461
481
Net Income, GAAP
-132
-163
-282
-533
-921
-822
-664
-403
-588
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
-34.56
-30.12
-36.55
-47.96
-66.21
-37.58
-36.63
-21.78
-28.97
Working Capital
185
31
1,577
1,525
1,354
1,431
1,336
1,287
1,611
LT Debt
- -
- -
99
1,703
2,707
2,712
2,239
1,679
1,680
Total Equity
316
394
2,037
2,394
3,754
3,414
3,427
3,496
3,307
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
- -
- -
-24.04
-31.1
-24.5
-20.84
-12.53
-18.89

Capital Structure

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
556
557
557
LT Borrowings
1,679
1,680
1,680
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
433
436
440
Market Capitalization
19,119
9,575
12,575

Working Capital

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
2,812
2,923
3,180
Cash, Cash Equivalents & STI
2,056
2,141
2,352
Accounts Receivable, Net
644
654
689
Inventories
- -
- -
- -
Total Current Liabilities
1,526
1,501
1,570
Payables & Accruals
669
715
755
ST Debt
556
557
557
Deferred Revenue
224
230
237

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
13.53%
2.01%
Free Cash Flow
- -
90.57%
46.78%
Net Income, GAAP
- -
18.46%
-39.35%
Sales/Revenue/Turnover
- -
22.24%
2.01%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
460
449
447
457
1,813
2025
435
441
471
503
1,850
2026
508
546
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-0.75
-0.32
-0.31
-0.3
-1.68
2025
-0.19
-0.26
-0.3
-0.21
-0.96
2026
-0.8
-0.05
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

CEO
Matthew Samuel Bromberg
Full Time Employees
4,412
Sector
Technology
Industry
Software - Application
Address
116 New Montgomery Street San Francisco CA United States of America 94105-3607
IPO Date
Sep 18, 2020
Website
unity.com
Business
Unity Software Inc. provides a real-time 3D development platform and related services that enable creators and enterprises to design, deploy, operate, and monetize interactive 2D and 3D content for mobile devices, PCs, consoles, and extended reality (XR) platforms worldwide, serving gaming, media, automotive, industrial, e-commerce, and other industries. The company’s core offerings include the Unity Engine and associated Create Solutions for building and running real-time 2D/3D, AR, and VR experiences; Unity Cloud, which integrates asset management, version control, DevOps, and collaboration tools for real-time 3D workflows; Unity Gaming Services for multiplayer networking, backend services, analytics, live operations, and game economy management; advertising and monetization solutions, including Unity Ads, Unity Exchange, and mediation tools to maximize in-app advertising revenue; user acquisition and growth tools for mobile games and apps; AI-enabled content creation and asset management capabilities; and enterprise professional services such as consulting, platform integration, training, and custom application development. Unity also provides enterprise support and usage-based cloud services; offers game publishing and app distribution support; and sells its products through online channels, direct field sales, independent distributors, and resellers to customers ranging from independent developers and small studios to large enterprises, government agencies, and non-profit organizations. Unity operates globally with customers and development teams across North America, Europe, the Middle East, Africa, Asia-Pacific, China, Hong Kong, Taiwan, Canada, and Latin America, with its corporate headquarters in San Francisco, California. The company structures its business around Create Solutions, which monetize engine subscriptions and related tools; Grow or Operate solutions, which encompass advertising, in-app purchases, analytics, and live-ops services; and strategic partnerships that extend Unity’s engine and services into sectors such as automotive design, industrial simulation, and film production. Unity’s monetization and growth offerings integrate technologies from ironSource, Tapjoy, and other acquired platforms to provide a unified data and ad-tech stack for app developers, enabling real-time bidding, cross-network mediation, and advanced analytics for performance optimization. Founded in 2004 in Denmark (originally as Over the Edge Entertainment) and later re-domiciled and operated as an American company doing business as Unity Technologies, Unity Software Inc. is publicly listed on the New York Stock Exchange under the ticker “U” and continues to expand its addressable market beyond gaming into broader real-time 3D use cases. In the last two years, Unity undertakes significant restructuring and strategic shifts aimed at improving profitability, product focus, and platform integration, including multiple rounds of workforce reductions and a comprehensive “company reset” initiated in late 2023 and continued through 2024 and 2025, with layoffs affecting roughly a quarter of its staff and a streamlining of its organizational structure. These changes include the ongoing integration of ironSource’s ad-tech capabilities into Unity’s monetization stack, consolidating Unity Ads, Unity LevelPlay, and Tapjoy into a single data and mediation platform; a renewed emphasis on AI, data analytics, and automation across the development and ads lifecycle; and a reorganization of engine teams under new leadership to improve product stability and reduce complexity. Unity has also adjusted its pricing and business model following developer backlash to an earlier runtime fee initiative, refocusing on subscription and usage-based models that align more closely with customer economics and long-term growth goals. Recent product developments highlight Unity Cloud as a unifying ecosystem for real-time 3D creators, centralizing access to Unity Gaming Services, asset management, version control, and admin tools, and reinforcing Unity’s strategy to deliver an integrated, cloud-connected platform for building, operating, and growing interactive experiences at scale.

Company News

  • William Blair Says These Stocks Are Must-Own Picks

  • Unity Software: The Ad Network Hiding Inside A Game Engine

  • 36,400 Shares in Unity Software Inc. $U Acquired by Caisse de depot et placement du Quebec

  • Unity Software CFO Jarrod Yahes Sells 26,017 Shares for $1.2 Million

  • Unity Software COO Alexander Blum Sells 22,559 Shares for $1 Million

  • Algert Global LLC Has $8.29 Million Holdings in Unity Software Inc. $U

  • 2,187,605 Shares in Unity Software Inc. $U Acquired by Avala Global LP

  • Unity Software CEO Sells Over 16,000 Shares Amid a Rising Stock Price

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  • Bank of America Corp DE Sells 1,917,401 Shares of Unity Software Inc. $U

  • Unity Software Inc. $U Stock Holdings Increased by Handelsbanken Fonder AB

  • Jersey Mike's Appoints Matt Bromberg to Board of Directors

  • Unity Software Q2 Earnings Call Highlights