U
Unity Software Inc.44.57
-0.65-1.44%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms Vector strength, quells rivals
Q&A largely reaffirmed prepared remarks on Vector's surge—January revenues topped December's holiday peak, with 70%+ YoY growth and 10% sequential expected in Q1—while downplaying IronSource drag as immaterial. Management brushed off Meta pressure as longstanding and non-impactful, cheered CloudX partnership, and framed Google Genie as complementary AI fuel for Unity's engine. Commerce tools sparked strong demand in early access, promising regulatory wins and Vector boosts. Runtime data notched 90%+ opt-ins; monetization eyes flexible tiers. No walk-backs. Punchy confidence. Investors eye Q2 runtime integration.
Key Stats
Market Cap
19.07BP/E (TTM)
-Basic EPS (TTM)
-1.05Dividend Yield
0%Recent Filings
10-K
FY2025 results
Unity's FY2025 revenue climbed 2% y/y to $1.85B, with Grow Solutions accelerating to represent 66% of total as the Unity Ad Network—now 56% of Q4 Grow revenue—gained share via the new Unity Vector AI platform, while IronSource Ad Network shrank to 11%. Create Solutions ticked up 1% amid subscription gains offsetting consumption declines from the Strategic Portfolio reset, which shed $28M of non-core revenue. Operating loss narrowed to $479M from $755M as sales/marketing expenses fell 13% post-headcount cuts, though R&D amortization jumped on shortened intangibles lives. Free cash flow surged to $404M. Q4 momentum built on Vector migration. Security breaches remain a key risk.
8-K
Q4 revenue beats, Vector surges
Unity reported Q4 2025 revenue of $503 million, up 10% year-over-year, beating guidance again. Vector drove mid-teen sequential growth in Grow Solutions at 56% of that segment, while Create saw its best growth in over two years. Adjusted EBITDA hit $125 million at 25% margin. Q1 guides $480-490 million revenue, Grow flat sequentially. Cash swelled to $2.1 billion.
8-K
Unity appoints Kim, founders exit
Unity appointed gaming veteran Bernard Kim to its board effective May 1, 2026, adding deep expertise in mobile gaming and scaling public companies. Founders David Helgason and Tomer Bar-Zeev resigned immediately on February 5, 2026, while Mary Schmidt Campbell retires at the 2026 annual meeting; board shrinks to nine. Kim joins Nominating and Governance Committee. Fresh leadership bolsters strategy.
8-K
CLO Gupta transitions out
Unity Software's Chief Legal Officer Anirma Gupta steps down November 14, 2025, shifting to Strategic Legal Advisor until full exit May 15, 2026. She retains base salary, vesting equity through transition, plus $253,750 severance, full $380,625 2025 target bonus, $17,780 COBRA aid, and three-year option exercise extension. Smooth handover aids continuity. Leadership transitions orderly.
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