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Unity Software Inc.

NYSE•U
CEO: Mr. James Moon Whitehurst
セクター: Technology
業種: Software - Application
上場日: 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.
連絡先情報
30 3rd Street, San Francisco, CA, 94103-3104, United States
415-539-3162
unity.com
時価総額
$8.98B
PER (TTM)
-22.1
36.1
配当利回り
--
52週高値
$52.15
52週安値
$15.33
52週レンジ
15%
順位60Top 89.2%
2.1
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 2.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$503.09M+0.00%
直近4四半期の推移

EPS

-$0.21+0.00%
直近4四半期の推移

フリーCF

$118.68M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

KSPI stock ticker logoKSPI
$7.03B
+53.3%
QXO stock ticker logoQXO
$6.84B
+11938.9%
SSNC stock ticker logoSSNC
$6.27B
+6.6%

粗利益率 (最新四半期)

BSY stock ticker logoBSY
81.9%
+0.1pp
DT stock ticker logoDT
81.4%
+0.4pp
DOCU stock ticker logoDOCU
79.2%
-0.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FN$19.51B52.118.4%0.2%
SSNC$18.42B23.011.6%36.9%
QXO$16.20B-0.5-3.2%28.2%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
5.0%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
|
EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし