Unity Software Inc.
NYSE•U
CEO: Mr. James Moon Whitehurst
Sector: Technology
Industry: Software - Application
Listing Date: 2020-09-18
Unity Software Inc. operates a platform that provides real-time 3D content and experiences. Its platform provides artificial intelligence solutions that support creators in building, running, and growing immersive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The company also offers Create Solutions, a set of tools and services used to build, ship, and run real-time 2D and 3D content; and Grow Solutions, which allows customers to grow and engage their user base and monetize their content. It serves enterprises, mid-market companies, and government and non-profit institutions; mid-sized, small, and independent businesses; and individuals across various industries. The company offers its solutions directly through its online store, field sales operations, independent distributors, and resellers in North America, Denmark, China, Finland, the United Kingdom, Germany, Israel, Japan, Singapore, South Korea, Spain, and internationally. Unity Software Inc. was founded in 2004 and is headquartered in San Francisco, California.
Contact Information
Market Cap
$8.95B
P/E (TTM)
-22.1
37.9
Dividend Yield
--
52W High
$52.15
52W Low
$15.33
52W Range
Rank60Top 89.2%
2.1
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 2.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2025
Financial Dashboard
Q4 2025 Data
Revenue
$503.09M+0.00%
4-Quarter Trend
EPS
-$0.21+0.00%
4-Quarter Trend
FCF
$118.68M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Revenue Growth Modest Total revenue reached $1.85B USD in 2025, a slight increase from $1.81B USD in 2024. Gross margin improved to 74%.
Operating Loss Significantly Reduced Operating loss narrowed to $479.1M USD in 2025 from $755.1M USD in 2024. Net loss improved by $262.8M USD.
Strong Cash Flow Generation Cash flow from operations was $423.0M USD in 2025, up from $315.6M USD in 2024. Free cash flow reached $403.9M USD.
Workforce Restructuring Complete 2025 restructuring incurred $33M USD in separation costs following 2024 workforce reductions. Portfolio reset focuses on core engine.
Risk Factors
Sustaining GAAP Profitability Uncertain History of GAAP losses continues; management uncertain about achieving or sustaining future profitability on GAAP basis.
AI Integration Risks Emerge Increasing AI integration raises risks regarding model accuracy, IP infringement liability, and potential customer circumvention of licensing.
Intangible Asset Amortization Rises Revised useful life estimate for certain intangible assets increased 2025 amortization expense by $77M USD.
Competitive Platform Pressures Rapid technological change, especially AI, and intense competition threaten platform competitiveness and market acceptance.
Outlook
Core Portfolio Focus Maintained Strategy centers on Unity Engine, consumption services, and monetization solutions; exiting non-strategic businesses continues.
Liquidity Position Remains Strong Cash and equivalents totaled $2.1B USD as of year-end 2025, sufficient for next 12 months operations and CapEx.
Talent Retention Critical Intense competition for AI/ML engineers and data scientists challenges hiring and retaining key personnel for future growth.
Peer Comparison
Revenue (TTM)
$7.70B
$6.84B
$6.27B
Gross Margin (Latest Quarter)
81.9%
81.4%
79.2%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| FN | $19.45B | 52.0 | 18.4% | 0.2% |
| SSNC | $17.98B | 22.4 | 11.6% | 36.9% |
| QXO | $15.28B | -0.5 | -3.2% | 28.2% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.0%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:May 5, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data