Unity Software
Builds a cross-platform game engine and mobile advertising stack.
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Profile
Sells a real-time two- and three-dimensional engine, cloud services, enterprise support, and advertising tools for games and interactive apps. Create revenue comes from subscriptions and services, while the larger Grow business keeps a share of ad transactions through Unity Ads and LevelPlay.
Builds software for creating, deploying, and operating real-time two- and three-dimensional games and interactive experiences. Create Solutions centers on the Unity Engine, subscriptions, enterprise support, cloud and multiplayer services, and professional services. Its cross-platform workflow lets creators build once and deploy across mobile, PC, console, and XR.
Grow Solutions helps app publishers acquire users and monetize inventory through the Vector-powered Unity Ads Network and LevelPlay mediation. Advertising transactions drive most revenue; Create adds subscription and service fees.
Serves developers and enterprises globally through online sales, field teams, distributors, and resellers. The ironSource Ads Network was sunset and Supersonic publishing was sold, narrowing the portfolio toward the engine and monetization. Grow economics depend on advertiser demand, access to user data, and policies set by mobile operating systems and app stores.
Company facts
Categories
Key statistics
Year to date −2.1% · Average volume (30d) 11.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Oppenheimer | Reiterate | Outperform | $32 | $47 | |
| Aug 7, 2026 | HSBC | Upgrade | Hold | Buy | $40.80 | $47.10 |
| Aug 7, 2026 | BTIG | Reiterate | Buy | $43 | $51 | |
| Aug 7, 2026 | Wells Fargo | Reiterate | Overweight | $36 | $48 | |
| Aug 7, 2026 | Goldman Sachs | Reiterate | Neutral | $27 | $50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.11 | −$0.05 | +53.4% | $514.7M | $546.5M | +6.2% | +15.05% |
| May 7, 2026Q1 FY26 | $0.24 | −$0.80 | −433.3% | $502.0M | $508.2M | +1.3% | +5.35% |
| Feb 11, 2026Q4 FY25 | $0.20 | −$0.21 | −205.0% | $492.8M | $503.1M | +2.1% | −8.22% |
| Nov 5, 2025Q3 FY25 | $0.18 | $0.20 | +8.4% | $453.0M | $470.6M | +3.9% | −5.74% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $435.0M | $440.9M | $470.6M | $503.1M | $508.2M | $546.5M | |
| Gross profit | $321.0M | $327.0M | $350.3M | $307.9M | $156.6M | $434.8M | |
| Operating income | −$127.9M | −$118.8M | −$125.9M | −$97.9M | −$351.4M | −$32.2M | |
| Net income | −$77.6M | −$108.8M | −$126.4M | −$90.0M | −$346.9M | −$23.6M | |
| Diluted EPS | −$0.19 | −$0.26 | −$0.30 | −$0.21 | −$0.80 | −$0.05 | |
| Gross margin | 73.8% | 74.2% | 74.4% | 61.2% | 30.8% | 79.6% | |
| Operating margin | -29.4% | -26.9% | -26.7% | -19.5% | -69.1% | -5.9% |
Fiscal years (4-quarter sums)FY21 $1.11B · FY22 $1.39B · FY23 $2.19B · FY24 $1.81B · FY25 $1.85B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.35B · Total debt $2.32B · Total assets $6.66B · Shareholders' equity $3.03B
Dividends
No dividends on record.
Ownership
Shares outstanding 436.53M · Float 358.60M · 82.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34.74M | 7.96% | 13F | Aug 14, 2026 |
| SC US (TTGP), Ltd. | 31.82M | 7.29% | 13F | Aug 14, 2026 |
| Sequoia Capital Fund, L.P. ("SCF") | 29.97M | 6.90% | 13G | Feb 13, 2026 |
| BlackRock, Inc. | 23.38M | 5.36% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 20.47M | 4.69% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Alexander Blum | officer: SVP, Chief Operating Officer | −1,964 | $44.81 |
| Aug 25, 2026 | Alexander Blum | officer: SVP, Chief Operating Officer | −20,595 | $45.31 |
| Aug 25, 2026 | Rebecca Berenice Boyden | officer: SVP, Chief Legal Officer | −1,032 | $45.32 |
| Aug 25, 2026 | Jarrod Yahes | officer: SVP, Chief Financial Officer | −26,017 | $45.31 |
| Aug 25, 2026 | Matthew S. Bromberg | director, officer: President and CEO | −16,383 | $45.31 |
Peers
- AppLovin
Dominant mobile ad-tech rival in user acquisition and monetization
- Alphabet Class A
Largest mobile-ad platform competing for monetization and UA budgets
- Meta
Cross-app ad network and UA channel rivaling mobile monetization
- Roblox
Real-time 3D creation platform with its own engine and Studio IDE
- Digital Turbine
On-device app distribution and ad rival named in Unity's 10-K
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Unity Software | $45.41 | +4.85% | $18.91B | — | 50.0 | 9.3 | +23.9% |
| AppLovin | $318.40 | +0.18% | $106.75B | 24.4 | 17.4 | 15.6 | +52.8% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| Roblox | $38.60 | +0.16% | $27.52B | — | — | 4.8 | +44.1% |
| Digital Turbine | $11.02 | −0.68% | $1.34B | — | 14.6 | 2.2 | +26.8% |
| Median | 21.8 | 18.2 | 6.5 | +28.0% |