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Unity Software Inc.

NYSE•U
CEO: Mr. James Moon Whitehurst
板块: Technology
行业: Software - Application
上市日期: 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.
联系方式
30 3rd Street, San Francisco, CA, 94103-3104, United States
415-539-3162
unity.com
市值
$8.98B
市盈率 (TTM)
-22.1
36.1
股息率
--
52周最高
$52.15
52周最低
$15.33
52周范围
15%
排名60Top 89.2%
2.1
F-Score
改良版 Piotroski 分析
基于 7 年期基本面
疲弱 • 2.1 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2019-2025

财务仪表盘

Q4 2025 数据

营业收入

$503.09M+0.00%
近4季度走势

每股收益

-$0.21+0.00%
近4季度走势

自由现金流

$118.68M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (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%

毛利率 (最新季度)

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

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
FN$19.51B52.118.4%0.2%
SSNC$18.42B23.011.6%36.9%
QXO$16.20B-0.5-3.2%28.2%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
5.0%
温和增长
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年5月5日
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每股收益:-
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营业收入:-
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利润表
过去12个月
无数据