Unity Software(U)株式概要Unity Software Inc.は、米国、中国、香港、台湾、ヨーロッパ、中東、アフリカ、アジア太平洋地域、カナダ、中南米において、携帯電話、PC、コンソール、拡張現実デバイス向けのゲームやインタラクティブ体験を開発、展開、成長させるためのプラットフォームを運営しています。 詳細U ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より47.2%で取引されている 収益は年間99.77%増加すると予測されています アナリストらは、株価が20.2%上昇するだろうとほぼ一致している。 リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るU Community Fair Values Create NarrativeSee what 143 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN15.2% undervaluedAnalystConsensusTarget•15d agoU: Upskilling Initiatives And Expanded Device Support Will Shape Future Prospects1.1k073AN35.0% undervaluedAnalystHighTarget•1mo agoMobile Gaming And Real-Time 3D Trends Will Drive Cross-Industry Expansion6306AN4.2% overvaluedAnalystLowTarget•22h agoRising Regulatory Burdens Will Limit Performance As Niche Gains Materialize6201Top Community NarrativesAN24.2% undervaluedandreas_eliades•1y agoWhat Really Matters For Long-Term Growth45208RI43.6% overvaluedric•1y agoDifficult times that could lead to better opportunities10303Top Community NarrativesTop Analyst NarrativesAN24.2% undervaluedandreas_eliades•1y agoWhat Really Matters For Long-Term Growth45208AN15.2% undervaluedAnalystConsensusTarget•15d agoU: Upskilling Initiatives And Expanded Device Support Will Shape Future Prospects1.1k073RI43.6% overvaluedric•1y agoDifficult times that could lead to better opportunities10303AN35.0% undervaluedAnalystHighTarget•1mo agoMobile Gaming And Real-Time 3D Trends Will Drive Cross-Industry Expansion6306AN4.2% overvaluedAnalystLowTarget•22h agoRising Regulatory Burdens Will Limit Performance As Niche Gains Materialize6201View all narrativesUnity Software Inc. 競合他社TrimbleSymbol: NasdaqGS:TRMBMarket cap: US$12.6bFigmaSymbol: NYSE:FIGMarket cap: US$11.5bTyler TechnologiesSymbol: NYSE:TYLMarket cap: US$13.2bCircle Internet GroupSymbol: NYSE:CRCLMarket cap: US$20.0b価格と性能株価の高値、安値、推移の概要Unity Software過去の株価現在の株価US$29.1752週高値US$52.1552週安値US$16.78ベータ2.051ヶ月の変化3.59%3ヶ月変化37.27%1年変化16.08%3年間の変化-19.64%5年間の変化-70.67%IPOからの変化-57.32%最新ニュースライブニュース • May 27Unity Software Delivers Strong Q1 Revenue Growth With Major Ad Network Exit and AI FocusUnity Software reported Q1 2026 revenue of US$508.2 million, above analyst estimates and 16.8% higher year over year, led by 35% growth in its Strategic Grow and Create segments. The company recorded a GAAP net loss of about US$347 million, largely tied to a US$279 million impairment from shutting down the ironSource Ads Network and the planned sale of its Supersonic game publishing business. Adjusted EBITDA came in at US$138 million with a 27% margin and free cash flow was US$66.5 million, and Unity raised Q2 2026 revenue and adjusted EBITDA guidance while reiterating a goal of reaching GAAP profitability by Q4 2026. The key story is that Unity is leaning into higher-quality, usage-based revenue and AI-focused products like Unity AI and the Vector engine, while absorbing substantial one-off impairment charges as it exits older ad and publishing assets. Investors may consider weighing the improved margins and higher guidance against the sizeable current GAAP loss and the roughly 38% year-to-date share price decline, which points to ongoing market concern around execution and competitive pressure.ナラティブの更新 • May 24U: Ad Network Exit And Publishing Divestiture Will Support Future Upside PotentialAnalysts have raised their fair value estimate for Unity Software from about $32.04 to roughly $34.39, reflecting updated assumptions around revenue growth, profit margins near 24.8%, a future P/E closer to 30.2x, and a slightly lower discount rate. What's in the News Unity issued earnings guidance for the second quarter of 2026, targeting total revenue of US$505 million to US$515 million.お知らせ • May 10Unity Software Inc. Reports Unaudited Impairment of Property and Equipment and Impairment of Intangible Assets for the First Quarter Ended March 31, 2026Unity Software Inc. reported unaudited impairment of property and equipment and Impairment of intangible assets for the first quarter ended March 31, 2026. For the quarter, the company reported impairment of property and equipment of $8,422,000 compared to $3,470,000 a year ago. Impairment of intangible assets was $270,506,000.お知らせ • May 09Unity Software Inc. Announces Earnings Guidance for the Second Quarter of 2026Unity Software Inc. announced earnings guidance for the second quarter of 2026. For the quarter, the company expects total revenue of $505 million to $515 million.Seeking Alpha • May 08Unity: Blockbuster Q1 2026 Results With Outsized Ad/Game Monetization TrendsSummary AI-powered Unity Vector has driven a +49% YoY surge in Grow revenues through improved ROAS, allowing them to sustain U's strong ad-tech growth prospects through new capabilities. Unity AI, an agentic AI game development capability has also been launched, allowing them incrementally cross sell to existing/new game developer base. U's renewed gaming/ad-tech growth prospects, fueled by AI integration and the outsized FQ1'26 performance metrics, have lent credibility to the promising FQ2'26 guidance. Despite the recent rally, the stock remains attractively valued at a P/E of 26.61x, near the peer group at 22.70x, while offering excellent upside potential to my long-term price target of $38.90. Despite the potential near-term consolidation from the lumpy EPS performance pending GAAP profitability in FQ4'26, U is reiterated as a Buy here. Read the full article on Seeking Alphaナラティブの更新 • Apr 29U: Future Earnings Power Will Rely On VR Partnership And Margin ExpansionAnalysts have trimmed their 12 month price target for Unity Software from $46.00 to about $44.85, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News Unity extended its multi year platform support and enterprise agreement with Meta, keeping Unity as a key content creation partner for Meta’s VR hardware and operating system and maintaining support for developers building games and business applications on Meta’s VR devices (Client Announcement).最新情報をもっと見るRecent updatesライブニュース • May 27Unity Software Delivers Strong Q1 Revenue Growth With Major Ad Network Exit and AI FocusUnity Software reported Q1 2026 revenue of US$508.2 million, above analyst estimates and 16.8% higher year over year, led by 35% growth in its Strategic Grow and Create segments. The company recorded a GAAP net loss of about US$347 million, largely tied to a US$279 million impairment from shutting down the ironSource Ads Network and the planned sale of its Supersonic game publishing business. Adjusted EBITDA came in at US$138 million with a 27% margin and free cash flow was US$66.5 million, and Unity raised Q2 2026 revenue and adjusted EBITDA guidance while reiterating a goal of reaching GAAP profitability by Q4 2026. The key story is that Unity is leaning into higher-quality, usage-based revenue and AI-focused products like Unity AI and the Vector engine, while absorbing substantial one-off impairment charges as it exits older ad and publishing assets. Investors may consider weighing the improved margins and higher guidance against the sizeable current GAAP loss and the roughly 38% year-to-date share price decline, which points to ongoing market concern around execution and competitive pressure.ナラティブの更新 • May 24U: Ad Network Exit And Publishing Divestiture Will Support Future Upside PotentialAnalysts have raised their fair value estimate for Unity Software from about $32.04 to roughly $34.39, reflecting updated assumptions around revenue growth, profit margins near 24.8%, a future P/E closer to 30.2x, and a slightly lower discount rate. What's in the News Unity issued earnings guidance for the second quarter of 2026, targeting total revenue of US$505 million to US$515 million.お知らせ • May 10Unity Software Inc. Reports Unaudited Impairment of Property and Equipment and Impairment of Intangible Assets for the First Quarter Ended March 31, 2026Unity Software Inc. reported unaudited impairment of property and equipment and Impairment of intangible assets for the first quarter ended March 31, 2026. For the quarter, the company reported impairment of property and equipment of $8,422,000 compared to $3,470,000 a year ago. Impairment of intangible assets was $270,506,000.お知らせ • May 09Unity Software Inc. Announces Earnings Guidance for the Second Quarter of 2026Unity Software Inc. announced earnings guidance for the second quarter of 2026. For the quarter, the company expects total revenue of $505 million to $515 million.Seeking Alpha • May 08Unity: Blockbuster Q1 2026 Results With Outsized Ad/Game Monetization TrendsSummary AI-powered Unity Vector has driven a +49% YoY surge in Grow revenues through improved ROAS, allowing them to sustain U's strong ad-tech growth prospects through new capabilities. Unity AI, an agentic AI game development capability has also been launched, allowing them incrementally cross sell to existing/new game developer base. U's renewed gaming/ad-tech growth prospects, fueled by AI integration and the outsized FQ1'26 performance metrics, have lent credibility to the promising FQ2'26 guidance. Despite the recent rally, the stock remains attractively valued at a P/E of 26.61x, near the peer group at 22.70x, while offering excellent upside potential to my long-term price target of $38.90. Despite the potential near-term consolidation from the lumpy EPS performance pending GAAP profitability in FQ4'26, U is reiterated as a Buy here. Read the full article on Seeking Alphaナラティブの更新 • Apr 29U: Future Earnings Power Will Rely On VR Partnership And Margin ExpansionAnalysts have trimmed their 12 month price target for Unity Software from $46.00 to about $44.85, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News Unity extended its multi year platform support and enterprise agreement with Meta, keeping Unity as a key content creation partner for Meta’s VR hardware and operating system and maintaining support for developers building games and business applications on Meta’s VR devices (Client Announcement).ナラティブの更新 • Apr 15U: Platform Refocus And Asset Impairments Will Limit Upside PotentialAnalysts have increased their price target for Unity Software to $19.00, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Unity and Meta extended a multi-year platform support and enterprise agreement, with Unity continuing to support Meta's VR platform so developers can build and grow games and business applications on Meta VR devices (Client announcement).お知らせ • Apr 10Unity Software Inc. to Report Q1, 2026 Results on May 07, 2026Unity Software Inc. announced that they will report Q1, 2026 results at 12:30 PM, US Eastern Standard Time on May 07, 2026ナラティブの更新 • Apr 01U: Ad Network Exit And Publishing Divestiture Will Support Future Upside PotentialAnalysts have trimmed their price target for Unity Software slightly to $32.04 from $32.33, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. What's in the News Unity plans to sunset the ironSource Ads Network effective April 30 and has hired a financial advisor to explore divesting its Supersonic game publishing business, with management indicating expectations for faster revenue growth, higher Adjusted EBITDA, and higher Adjusted EBITDA margins once these changes are completed.お知らせ • Mar 30Unity Software Inc., Annual General Meeting, May 13, 2026Unity Software Inc., Annual General Meeting, May 13, 2026.お知らせ • Mar 27+ 1 more updateUnity to Exit Non-Strategic Ad BusinessesUnity Software Inc. announced it will be sunsetting the iron Source Ads Network, effective April 30th, and that it has engaged a financial advisor to assist with the divestiture of its Supersonic game publishing business. Once completed, Unity expects these changes to result in faster revenue growth, increased Adjusted EBITDA, and higher Adjusted EBITDA margins.ナラティブの更新 • Mar 18U: New Commerce Integration And Web Store Monetization Will Support Future Upside PotentialAnalysts now set their Unity Software fair value estimate at $32.33, down from $47.47. The change is linked to slightly higher discount rate assumptions, more moderate revenue growth expectations, a higher projected profit margin, and a much lower future P/E estimate.ナラティブの更新 • Mar 04U: Future Earnings Power Will Rely On Rising Long Term ProfitabilityAnalysts have adjusted their fair value estimate for Unity Software to $46 from $44. This change reflects updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations.ナラティブの更新 • Feb 18U: Commerce Partnerships And Sharper Profit Focus Will Shape A More Balanced OutlookAnalysts have revised their fair value estimate for Unity Software from about $30.80 to roughly $18.76. This change reflects updated views on revenue growth, profit margins, and a much lower assumed future P/E multiple.Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.96 loss per share (improved from US$1.68 loss in FY 2024). Revenue: US$1.85b (up 2.0% from FY 2024). Net loss: US$402.8m (loss narrowed 39% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.分析記事 • Feb 12Some Unity Software Inc. (NYSE:U) Shareholders Look For Exit As Shares Take 55% PoundingUnity Software Inc. ( NYSE:U ) shares have had a horrible month, losing 55% after a relatively good period beforehand...Price Target Changed • Feb 12Price target decreased by 12% to US$41.95Down from US$47.47, the current price target is an average from 24 analysts. New target price is 96% above last closing price of US$21.41. Stock is up 10% over the past year.お知らせ • Feb 11+ 3 more updatesUnity Software Inc. Provides Earnings Guidance for the First Quarter of 2026Unity Software Inc. announced earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue of $480 million to $490 million.ナラティブの更新 • Feb 04U: New Commerce Integrations And Distribution Partnerships Will Support Future Upside PotentialAnalysts have lifted their fair value estimate for Unity Software from US$45.63 to US$47.47, pointing to updated assumptions around revenue growth, profit margins, and a slightly higher discount rate along with a lower projected future P/E multiple. What's in the News Coda is integrating Unity's In App Purchasing SDK with its global web store platforms, giving developers a single place to manage and optimize digital catalogs across mobile, web, and PC through Unity's existing IAP workflow (Key Developments).New Risk • Jan 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$35m sold).ナラティブの更新 • Jan 21U: Commerce Platform Tie-Ups Will Likely Sustain An Unsupportive Forward P/E MultipleAnalysts have adjusted their price target framework for Unity Software to reflect a fair value of about $30.80 per share, citing updated assumptions for revenue growth, profit margins, the discount rate, and a very large forward P/E multiple. What's in the News Coda is integrating Unity's In App Purchasing SDK with Coda's global web store platforms, giving developers a single place to manage and optimize digital catalogs across mobile, web, and PC through Unity's existing IAP workflow.お知らせ • Jan 14Unity Software Inc. to Report Q4, 2025 Results on Feb 11, 2026Unity Software Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026Buy Or Sell Opportunity • Jan 07Now 20% undervaluedOver the last 90 days, the stock has risen 16% to US$45.36. The fair value is estimated to be US$56.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.ナラティブの更新 • Jan 07U: Future Multiple Expansion On Commerce Tie-Ups Will Likely Prove ExcessiveAnalysts have raised their fair value estimate for Unity Software from about US$23.39 to roughly US$29.94, citing updated assumptions for revenue growth, profitability, the discount rate, and a higher future P/E multiple. What's in the News Unity and Epic Games plan to let developers publish Unity games into Fortnite, which could widen distribution options for creators using Unity tools.Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 25 analysts covering Unity Software expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$95.7m in 2028. Average annual earnings growth of 46% is required to achieve expected profit on schedule.ナラティブの更新 • Dec 14U: New Ecosystem Partnerships And Commerce Tools Will Support Balanced Risk And RewardAnalysts have nudged their price target on Unity Software higher to approximately 45.63 dollars from about 43.70 dollars. This reflects expectations for stronger revenue growth despite sharply compressed profit margin forecasts and a materially higher assumed future earnings multiple.Recent Insider Transactions • Dec 14Co-Founder & Independent Director recently sold US$15m worth of stockOn the 11th of December, David Helgason sold around 308k shares on-market at roughly US$49.16 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by US$22m.Recent Insider Transactions Derivative • Dec 11Co-Founder & Independent Director notifies of intention to sell stockDavid Helgason intends to sell 400k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$50.16, it would amount to US$20m. Since December 2024, David's direct individual holding has decreased from 8.02m shares to 6.15m. Company insiders have collectively sold US$31m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Dec 02Price target increased by 7.6% to US$44.28Up from US$41.13, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$43.14. Stock is up 78% over the past year. The company is forecast to post a net loss per share of US$0.94 next year compared to a net loss per share of US$1.68 last year.ナラティブの更新 • Nov 29U: New Platform Partnerships And Product Expansions Will Support Balanced Risk And RewardUnity Software's analyst price target has been raised from $42.31 to $43.70 per share, as analysts cite an improved revenue growth outlook as a key factor in the upward revision. What's in the News Unity and Epic Games are collaborating to allow the publishing of Unity games within Fortnite, expanding opportunities for both players and developers.Recent Insider Transactions • Nov 28Chief Accounting Officer recently sold US$1.8m worth of stockOn the 25th of November, Mark Barrysmith sold around 43k shares on-market at roughly US$41.40 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$28m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 25Chief Accounting Officer notifies of intention to sell stockMark Barrysmith intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of November. If the sale is conducted around the recent share price of US$41.41, it would amount to US$1.2m. Since December 2024, Mark's direct individual holding has decreased from 453.64k shares to 452.17k. Company insiders have collectively sold US$29m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 15U: Revenue Forecast Boost and New Product Access Will Drive Stronger PerformanceUnity Software's analyst price target has risen from $36.88 to $42.31. Analysts cite stronger projected revenue growth as the primary driver for the upward revision.Recent Insider Transactions • Nov 14Independent Director recently sold US$1.3m worth of stockOn the 11th of November, Shlomo Dovrat sold around 30k shares on-market at roughly US$42.87 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.9m. Insiders have been net sellers, collectively disposing of US$36m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 14Independent Director notifies of intention to sell stockShlomo Dovrat intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$43.13, it would amount to US$1.3m. Since December 2024, Shlomo's direct individual holding has decreased from 304.31k shares to 223.73k. Company insiders have collectively sold US$37m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 13Unity Software Inc. Announces Transition of Anirma Gupta from the Role , Senior Vice President and Chief Legal Officer, Effective November 14, 2025On November 6, 2025, Unity Software Inc. entered into an agreement with Anirma Gupta, with respect to Ms. Gupta’s transition from her role as the Company’s Senior Vice President and Chief Legal Officer, effective November 14, 2025 (Transition Date). Ms. Gupta will continue as an employee and will serve as the Company’s Strategic Legal Advisor and assist with the transition of her responsibilities until she departs from the Company, effective May 15, 2026 (Termination Date).Price Target Changed • Nov 08Price target increased by 7.8% to US$39.76Up from US$36.88, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of US$40.03. Stock is up 95% over the past year. The company is forecast to post a net loss per share of US$0.93 next year compared to a net loss per share of US$1.68 last year.Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.30 loss per share. Revenue: US$470.6m (up 5.4% from 3Q 2024). Net loss: US$126.4m (loss widened 1.3% from 3Q 2024). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.お知らせ • Nov 05Unity Software Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Unity Software Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue of $480 million to $490 million. In Grow, The company expects mid-single digit sequential revenue growth from Third Quarter to Q4. In Create, The company expects high-single digit year-over-year revenue growth (excluding the impact of non-strategic revenue).Recent Insider Transactions Derivative • Nov 04Director notifies of intention to sell stockTomer Bar-Zeev intends to sell 400k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$37.55, it would amount to US$15m. Since December 2024, Tomer's direct individual holding has decreased from 4.35m shares to 2.16m. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 01U: Upskilling Initiatives And Expanded Device Support Will Shape Future ProspectsAnalysts have slightly raised their price target for Unity Software to $36.88 from $36.87, citing incremental improvements in revenue growth projections, even though the outlook for profit margins has been modestly reduced. What's in the News Unity announced enhancements to its engine, allowing developers to manage global commerce, catalog, and payment providers from a single dashboard.お知らせ • Oct 22+ 1 more updateUnity Launches Native, Cross-Platform Commerce Management for Game Developers WorldwideUnity announced an enhancement to the Unity engine that will enable game developers to manage their entire global commerce and catalog from a single dashboard within Unity itself. selling across platforms means juggling multiple SDKs, rules, and payout systems. With this enhancement, developers will be able to combine different payment providers, optimize for different markets, and manage pricing, promotions, and live operations across mobile app stores, web, and PC, free from any platform-specific tools and restrictions. More than $120 billion in global in-app purchases are projected to be made in mobile games1, and most of those games are built with Unity2, creating the opportunity for one integration to provide a unified and flexible path to success as app stores evolve, bridging gaps in an increasingly fragmented marketplace for digital commerce. Now in limited early access, Unity is partnering with select customers to production-verify this new product to ensure reliable, scalable performance before general release.ナラティブの更新 • Oct 17AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software's analyst price target has increased from $35.17 to $36.87. This reflects analysts' expectations for slightly stronger revenue growth and improved profit margins.お知らせ • Oct 16Unity Software Inc. to Report Q3, 2025 Results on Nov 05, 2025Unity Software Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025お知らせ • Oct 14Unity Software Inc. Appoints Chris Feo as Senior Vice President of Sales and Partnerships, ProgrammaticUnity Software Inc. on October 14, 2025 announced the appointment of Chris Feo as Senior Vice President of Sales and Partnerships, Programmatic. Feo will lead growth for the company's Audience Hub offering, helping connect the programmatic ecosystem and brand marketers with gaming audiences through privacy-first identity and high-performance advertising solutions across mobile, web, and connected TV (CTV). Feo brings more than two decades of experience shaping the digital ecosystem space. He was an early executive at Tapad, where he helped pioneer cross-device identity throughout the programmatic ecosystem, and later led global sales, partnerships at Experian, including the recent acquisition of Audigent. Feo’s appointment reflects Unity’s continued investment in building its programmatic ads footprint, reinforcing its role as a bridge between the gaming world and the broader advertising ecosystem.ナラティブの更新 • Oct 03AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software's analyst price target has been revised upward from $34.75 to $35.17, as analysts cite that slightly stronger revenue growth expectations outweigh minor adjustments to profit margin and discount rate forecasts. What's in the News Globant and Unity Software formed a global partnership, enabling both companies to deliver interactive solutions using Unity's real-time 3D technology for sectors such as manufacturing, healthcare, and automotive.分析記事 • Sep 06Subdued Growth No Barrier To Unity Software Inc. (NYSE:U) With Shares Advancing 37%Despite an already strong run, Unity Software Inc. ( NYSE:U ) shares have been powering on, with a gain of 37% in the...ナラティブの更新 • Sep 06AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software’s modestly higher analyst price target is primarily driven by a slight increase in its forward P/E multiple, reflecting a more optimistic outlook on future earnings, raising the consensus fair value from $33.98 to $34.75. What's in the News Unity and Globant announced a global partnership to deliver real-time 3D and digital twin solutions for enterprise sectors, including manufacturing, healthcare, and automotive, with Globant joining the Unity Service Partner Program and investing heavily in Unity certification for its engineering teams.Buy Or Sell Opportunity • Aug 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 70% to US$40.34. The fair value is estimated to be US$33.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Recent Insider Transactions Derivative • Aug 26Senior VP & COO notifies of intention to sell stockAlexander Blum intends to sell 49k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of August. If the sale is conducted around the recent share price of US$39.33, it would amount to US$1.9m. Since March 2025, Alexander has owned 5.97k shares directly. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Aug 22AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software’s consensus price target has been raised, primarily reflecting a substantial increase in its future P/E multiple despite a slight decline in net profit margin, resulting in an updated fair value of $33.98. What's in the News Unity and Globant formed a global partnership to deliver real-time 3D and digital asset management solutions across sectors like manufacturing, healthcare, and automotive, with Globant integrating Unity products into enterprise systems and certifying its workforce on Unity technology.Recent Insider Transactions Derivative • Aug 21Senior VP notifies of intention to sell stockAnirma Gupta intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of August. If the sale is conducted around the recent share price of US$38.37, it would amount to US$130k. Since September 2024, Anirma's direct individual holding has increased from 83.04k shares to 172.70k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Aug 07Price target increased by 13% to US$31.10Up from US$27.57, the current price target is an average from 22 analysts. New target price is 7.4% below last closing price of US$33.57. Stock is up 134% over the past year. The company is forecast to post a net loss per share of US$0.86 next year compared to a net loss per share of US$1.68 last year.ナラティブの更新 • Aug 07AI Developments And Partnerships With Tencent Will Expand MarketsThe Consensus Analyst Price Target for Unity Software has increased to $28.98, driven by a notable upgrade in expected annual revenue growth from 6.3% to 8.9%. What's in the News Unity reported property and equipment impairments of $579,000 for Q2, significantly down from $8.32 million a year ago.Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.26 loss per share (improved from US$0.32 loss in 2Q 2024). Revenue: US$440.9m (down 1.9% from 2Q 2024). Net loss: US$108.8m (loss narrowed 13% from 2Q 2024). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Aug 06+ 1 more updateUnity Software Inc. Reports Unaudited Impairment of Property and Equipment for the Three Months Ended June 30, 2025Unity Software Inc. reported unaudited impairment of property and equipment for the three months ended June 30, 2025. For the period, the company reported impairment of property and equipment was $579,000 against $8,320,000 a year ago.Recent Insider Transactions Derivative • Aug 03Director notifies of intention to sell stockTomer Bar-Zeev intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of August. If the sale is conducted around the recent share price of US$31.83, it would amount to US$4.8m. Since December 2024, Tomer's direct individual holding has decreased from 4.35m shares to 2.79m. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 48% to US$31.83. The fair value is estimated to be US$40.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.新しいナラティブ • Jul 21What Really Matters For Long-Term GrowthDespite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market.お知らせ • Jul 17Unity Software Inc. to Report Q2, 2025 Results on Aug 06, 2025Unity Software Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025分析記事 • Jul 16Optimistic Investors Push Unity Software Inc. (NYSE:U) Shares Up 25% But Growth Is LackingDespite an already strong run, Unity Software Inc. ( NYSE:U ) shares have been powering on, with a gain of 25% in the...Recent Insider Transactions Derivative • Jul 11Independent Director notifies of intention to sell stockShlomo Dovrat intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of July. If the sale is conducted around the recent share price of US$29.40, it would amount to US$1.5m. Since December 2024, Shlomo's direct individual holding has decreased from 304.31k shares to 273.73k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 02Director notifies of intention to sell stockTomer Bar-Zeev intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$24.01, it would amount to US$3.6m. Since September 2024, Tomer's direct individual holding has decreased from 5.23m shares to 2.97m. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 29Estimating The Fair Value Of Unity Software Inc. (NYSE:U)Key Insights The projected fair value for Unity Software is US$24.80 based on 2 Stage Free Cash Flow to Equity Unity...お知らせ • Jun 11New Unity Audience Hub Doubles Engagement for Brand Campaigns, Unlocking Privacy-First Advertising Across Mobile and CTVUnity announced the launch of the Unity Audience Hub. The Audience Hub blends federated, privacy-first insights from Unity’s ads ecosystem with trusted third-party data sources to deliver curated, high-intent audiences to brand marketers. It optimizes for combined audience intelligence without compromising data privacy. In initial beta testing, brands have experienced a 102.6% increase in click-through-rate and a 103.6% uplift in engagement overall, demonstrating the power of the Audience Hub in reaching highly relevant audiences and matching them with media inventory. The Audience Hub is powered by Optable, and is launching with Experian as an initial third-party data partner. Marketers can build custom audiences and then activate those audiences within Unity's mobile app and game inventory—and beyond on channels like CTV, through a partnership with Roku. The Unity Audience Hub is now available to marketers in the U.S. and Canada, with global access coming soon.Seeking Alpha • Apr 23Unity Software: Turnaround Looks Promising - Bright Advertising Prospects AheadSummary Unity Software's new management team has further demonstrated its determination to turn the ship around, through the migration of its Unity advertising network to a new AI-based platform, Unity Vector. This strategy may allow the company to directly compete with APP in the Mobile User Acquisition Market, as the global mobile marketing market grows to $99.18B in 2033. U's improved monetization may occur as soon as Q3'25, once the Unity Vector transition is completed by the end of Q2'25 and H1'25 likely to be trough quarters. These reasons may also be why the market has awarded the company with somewhat reasonable valuations, with the recent selloff also triggering a near doubling upside potential. With U set to report their upcoming FQ1'25 earnings call on May 7, 2025, we shall highlight a few important metrics for readers to note. Read the full article on Seeking Alphaお知らせ • Apr 21Unity Software Inc., Annual General Meeting, Jun 11, 2025Unity Software Inc., Annual General Meeting, Jun 11, 2025.お知らせ • Apr 16Unity Software Inc. to Report Q1, 2025 Results on May 07, 2025Unity Software Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025お知らせ • Apr 03Unity Software Inc. Announces Board Resignations, Effective June 9, 2025On March 28, 2025, Michelle K. Lee and David Kostman each notified Unity Software Inc. (Unity) of their intent to resign from the Board of Directors, each effective June 9, 2025.お知らせ • Apr 02Unity to Support Developers Targeting Nintendo Switch 2 for LaunchUnity announced that it will provide game developers with official support for Nintendo Switch™? 2. Support for this platform will be made available soon in Unity 6, as an add-on, for approved Nintendo developers - further expanding Unity's commitment to enabling creators to bring their visions to life on the widest range of platforms. With a robust ecosystem that spans 20+ platforms, Unity continues to deliver on its promise of multiplatform accessibility and day-one support for the newest platforms. Developers using Unity will be able to seamlessly build, port, optimize, and deploy their projects for Nintendo Switch 2 leveraging Unity's powerful suite of tools and technologies to create immersive and engaging experiences. What developers can expect from Unity and Nintendo Switch 2 includes: Rendering and Performance Optimization - Scale games' graphical fidelity with the Universal Render Pipeline (URP), Spatial-Temporal Post-Processing (STP), and GPU Resident drawer enabling developers to push the power of Nintendo Switch 2 while maximizing performance. End-to-end multiplayer solutions - Improvements to multiplayer capabilities extending existing Nintendo Switch support, launching on Nintendo Switch 2 soon. Enhanced Developer Documentation - Unity's developer documentation for Nintendo Switch 2 will make it easier for developers to build and optimize their games on the platform. Unity is also making it easier for developers to port their existing Nintendo Switch games to Nintendo Switch 2 by ensuring full compatibility with key features in Unity 6, including the new input system, Build Profiles, and Incremental Build Pipeline, while also integrating built-in support for Nintendo Switch 2's new capabilities--hel helping developers seamlessly reach players on this new platform.新しいナラティブ • Mar 20Partnership With Google In XR Will Strengthen Future Competitive Position Enhanced AI and expanded XR partnerships could boost revenue, margins, and competitive position in both gaming and non-gaming markets. お知らせ • Mar 20Unity Announces Enhanced Engine Performance and Stability, New Platforms, and AI-Powered Workflows at GDC 2025Unity announced that developers can expect enhanced performance and stability, expanded platform support, and new AI-powered workflows in the three Unity 6 Updates planned for 2025, with the first, Unity 6.1, landing in April. Unity 6.1 will enable higher frame rates, smoother gameplay, lower CPU/GPU load for better device performance, and improved debugging for easier optimization. Additionally, Unity is doubling down on its platform reach, extending Unity 6.1's platform support beyond the current 20+ platforms to include large and foldable Android screens, Meta Quest, Android XR build profiles, and Instant Games, with WebGPU available to all developers on supported browsers. In other Updates coming later in 2025, Unity 6 will help developers leverage AI-driven workflows to build games faster and more efficiently. Developers can expect agentic AI tools integrated directly into the Editor to accelerate workflows by automating complex, repetitive tasks, and a seamless integration of best-in-class third-party GenAI solutions. These Updates will also help developers diagnose problems, optimize the player experience, and enhance the quality of new player acquisition. Earlier this week, Unity also released its annual Gaming Report, which highlights that developer optimism about AI is growing, with 96% of developers already integrating AI tools into their workflows. Additional insights include: multiplayer remains popular, with 64% of developers working on multiplayer games across genres--shooter and battle royaltyale leading the way--as players continue to seek shared experiences. As launching new games becomes increasingly challenging, 62% of developers are prioritizing investing in existing games, leveraging live operations and content updates to keep players engaged and drive revenue. Developers are still expanding their player base across platforms, but mobile remains King, with 90% launching their most recent games on mobile. In a competitive market, efficiency tools and an integrated tech stack are critical--45% of developers are looking for tools to streamline workflows, while 55% prioritize an end-to-end tech stack that supports them at every stage of the content lifecycle.Seeking Alpha • Mar 19Unity Software: Credible TurnaroundSummary Unity Software's new management, led by CEO Matthew Bromberg, is focused on cost discipline, developer alignment, and a "fidelity for ubiquity" strategy to drive turnaround. Despite a 17% revenue decline in 2024, positive free cash flow and strategic decisions have restored investor confidence, leading to a 23% stock price surge. Bromberg's elimination of the controversial runtime fee and strategic hires like Jim Payne aim to revitalize Unity's Ad Tech business and enhance monetization. Valued at $35.5 per share, Unity faces competition from AppLovin and risks related to developer trust but offers a promising long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 21Unity Software: Tough Transition Still In The WorksSummary Unity Software's Q4 results showed progress, but the company still faces challenges, with 2025 being another transition year. The company reported mixed Q4 numbers with a 25% sales drop, but the strategic portfolio sales grew 4% YoY. Unity's new AI ad tech product, Vector, promises future growth, but the transition will impact revenues in the short term, leading to weak Q1 guidance. The stock is back up to ~7x forward EV/S targets, expensive for a company with limited to no growth. Read the full article on Seeking AlphaSeeking Alpha • Jan 31Unity Software: DeepSeek And A New Executive Team Could Change The NarrativeSummary I see DeepSeek as a game-changing AI innovation that could significantly enhance Unity’s platform and developer experience. Unity Software Inc.’s new executive team, with a fresh CEO, CFO, and CTO, gives me confidence that meaningful changes are on the horizon. I’m keeping a close eye on the Q4 2025 guidance to see if Unity can present a compelling new narrative and hit key financial targets. While the debt remains a concern, I believe that if Unity reaches over $260 million in free cash flow, it could be a turning point for U stock investors. Read the full article on Seeking Alphaお知らせ • Jan 30Unity Software Inc. to Report Q4, 2024 Results on Feb 20, 2025Unity Software Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025Seeking Alpha • Dec 31Unity Software: Bullish As It Returns To Growth In 2025Summary Unity Software's stock, despite past struggles, is set for a comeback in 2025. Unity's graphics engine dominates the mobile game market and is having increasing success in consoles, PC games, and AR/VR, offering developers ease of use and interoperability. The gaming industry is stabilizing, and Unity's focus on its core business and reduced costs will drive sharply improved profitability. Unity's competitive moat, asset store, and market position make it a strong investment candidate within the gaming industry. Read the full article on Seeking AlphaSeeking Alpha • Nov 25Unity's Potential Turnaround, Will It Pull It Off?Summary Unity Software is recommended as a speculative investment despite its past missteps, with new leadership aiming to revitalize the company and its offerings. The company's "Grow" segment, which focuses on in-game advertising, has faced significant challenges but is undergoing a fundamental rebuild to enhance ROAS. Unity's "Create" business has launched Unity 6 with substantial improvements and repealed unpopular runtime fees, aiming to regain developer trust and market share. The potential for Unity to emulate AppLovin's success in the in-game advertising space presents a compelling turnaround opportunity with significant upside if successful. Read the full article on Seeking Alphaお知らせ • Nov 08+ 1 more updateJarrod Yahes Joins as Chief Financial Officer of Unity on January 1, 2025Unity announced that Jarrod Yahes will join as Chief Financial Officer (CFO) on January 1, 2025. His appointment comes on the heels of last week’s hiring of Steve Collins, ex-CTO of King and Havok co-founder, as Unity’s new Chief Technology Officer. Jarrod Yahes joins Unity from Shutterstock, where he has served as CFO for the past five years. He helped drive the company’s portfolio expansion into 3D content, data monetization, and digital advertising while emphasizing revenue growth and profitability. Prior to Shutterstock, Jarrod was the CFO of Zeta Global. Jarrod Yahes has most recently served as Shutterstock’s CFO since December 2019. Prior to joining Shutterstock, he was CFO at marketing technology company Zeta Global; CFO at Jackson Hewitt Tax Services; and served in multiple capacities at ExlService Holdings, including SVP, Global Controller and SVP, Treasurer. Earlier, he worked at Citi in the Global Technology Investment Banking group and started his career with Ernst & Young LLP. He earned a BS in Applied Economics from Cornell University and an MBA from the University of California at Berkeley.お知らせ • Oct 30Unity Appoints Steve Collins as New Chief Technology OfficerUnity announced Steve Collins will join Unity as Chief Technology Officer (CTO), adding key technical leadership to accelerate product innovation, quality, and stability. Steve Collins brings over 30 years of experience in gaming tech strategy, entrepreneurship, product development and leadership. Previously, as King’s CTO, Steve led the company's technology strategy and managed its Shared Technology group. He also co-founded Havok, where he served as CTO, as well as Swrve. He holds a PhD in computer graphics and global illumination. An academic pioneer, he founded the computer graphics research group at Trinity College Dublin and launched its MSc program in computer game technology.Seeking Alpha • Oct 26Unity Software: Possible Turnaround Opportunity If Sales ImproveSummary The video game industry, valued at $273 billion, is projected to reach $664 billion by 2033, driven by cultural and demographic shifts. Unity Software faced a rough 2023, with PR problems that caused their CEO to resign. Unity's restructuring, which cost $201 million and was finalized in June 2024, included significant layoffs in 2023 and 2024. The aim was to reset the company. The crisis led Unity's CEO to attempt a reset with new product launches, an AI-powered assistant service, and a smaller structure due to layoffs. A strong balance sheet and decent margins showcase the possibility of a turnaround if the product launches prove successful and the company's reputation is restored. Read the full article on Seeking Alphaお知らせ • Oct 17Unity 6 Launches Globally: Next-Gen Game Development Platform Delivers Enhanced Performance and StabilityUnity announced that Unity 6, the most stable and best performing version of Unity, is now available worldwide. Built, tested, and refined in partnership with developers from all over the world, Unity 6 will enable the creation of better games, built more quickly and more efficiently than ever before. Some of the new features in Unity 6 include end-to-end multiplayer workflows that speed development of connected games; tools that enable developers to target mobile web; and new graphics capabilities that move workloads from the CPU to the GPU, improving CPU performance by up to 4X in internal and customer testing. Post-launch, Unity is dedicating long-term product and engineering resources to Unity 6 to enhance feature sets and deliver new functionality while maintaining ease of upgrade and continued stability. Alongside the release of Unity 6, Unity has introduced learning resources for developers of all levels to dive in and get started: Time Ghost is the latest Unity Originals real-time cinematic demo. It showcases what can be achieved with Unity 6, including advancements in environment building and character design. Two scenes from Time Ghost, one showing how Unity’s ECS powers environments, and the second providing an example of practical use of machine learning to produce realistic cloth deformation, are available here. The project and assets from the Fantasy Kingdom demo optimized for mobile using URP are now available on the Unity Asset Store, free for non-commercial use. Lastly, developers can downloadMegacity Metro, a demo that showcases how to build a 100+ player cross-platform multiplayer game in Unity end-to-end and experiment with all-new Unity 6 features.お知らせ • Oct 11Unity Software Inc. to Report Q3, 2024 Results on Nov 07, 2024Unity Software Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024お知らせ • Sep 23Unity Software Inc.(NYSE:U) dropped from FTSE All-World Index (USD)Unity Software Inc.(NYSE:U) dropped from FTSE All-World Index (USD)Seeking Alpha • Sep 20Unity Software: What Really Matters For Long-Term GrowthSummary Despite near all-time low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. Unity's diversified revenue streams, particularly in non-gaming sectors, and strategic positioning in high-growth markets like XR, bolster its long-term growth potential. Significant restructuring progress with the new management addressing past missteps evident by the rollback of the controversial runtime fee. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully. The synergy between Unity's Create and Grow solutions could prove to be a key competitive advantage, though the increasing competition in the advertising and gaming markets remains a notable challenge. Read the full article on Seeking Alphaお知らせ • Sep 19Unity Announces Unity 6 Will Release Globally on October 17, 2024Unity will announce that Unity 6, the most stable and performant version of Unity, will launch globally on October 17, 2024. Unity 6 will offer developers customizable graphics rendering for greater control over their games’ visuals; simplified multiplayer game development to accelerate their journey through the entire game development lifecycle; and robust tools to build rich games optimized for web browsers. 10 Chambers, creators of GTFO, is one the Unity game developers who adopted Unity 6 following its preview release earlier this year. They will unveil, on the Unite stage, a never-before-seen environment from their highly anticipated title, Den of Wolves, lit and optimized using the latest graphics features from Unity 6. Among the other news to be shared at Unite: The first update in the Unity 6 generation, Unity 6.1, will ship in April 2025. Unity 6.1 will build on the core Unity 6 capabilities and include new features like support for foldable and larger screen formats, Deferred+ rendering in GPU Resident Drawer, and new build targets and build profiles. Unity’s internal demo team will unveil Time Ghost, a new demo that shows the type of realistic world that developers can build on Unity 6 using multiple Unity 6 features including Entity Component System (ECS), Adaptive Probe Volumes, Scenario Blending, and SpeedTree vegetation. The two scenes from Time Ghost showcasing Unity’s ECS for environments and cloth deformation with Unity Sentis will be released alongside Unity 6 next month. The existing Fantasy Kingdom demo built using Unity 6 is now optimized for mobile using URP; additionally, the Fantasy Kingdom project and assets will be available on the Unity Asset Store, free for non-commercial use, when Unity 6 launches next month. Google Cloud will showcase how to build and scale successful live service games using Google Cloud. With the introduction of generative AI, Google Cloud is helping game developers evolve live service games into living games, where the virtual worlds themselves adapt and grow in response to player choices. Lastly, the nominees for the 16th Annual Unity Awards will be announced. The community has until October 4, 2024, to cast their votes for their favorite games, influencers, and more. The winners will be revealed during a first-ever virtual showcase that will air on Unity’s Twitch channel on October 23, 2024. Unite 2024 is expected to bring together over 2,000 developers for technical sessions, networking and learning opportunities, as well as listening roundtables with the Unity leadership team. All the technical sessions will be recorded and made available to Unity’s community of developers in the coming weeks.Seeking Alpha • Sep 13I Was Wrong On Unity: The Runtime Fee Rally Is An Exit Opportunity (Ratings Downgrade)Summary Unity's stock surged after canceling a controversial fee and raising subscription prices. U stock has struggled this year as the company works through a strategic reset. The reduction in guidance has impaired my confidence in the growth thesis. I am downgrading the stock and detailing where I'd be interested in the stock again. Read the full article on Seeking AlphaSeeking Alpha • Aug 21Unity: Monetization Issues Will Take Time To AddressSummary While Unity's Q2 results were in line with expectations, the company cut its guidance and announced that it was changing its CFO. Unity's business appears to be stabilizing, but the company shows no signs of closing the performance gap with AppLovin. Outside of monetization issues, Unity's Create segment is only growing due to its expansion outside gaming. This is concerning given the backlash created by runtime fees. Unity's margins and cash flows are improving, but it is difficult to see the stock rebounding until growth returns. Read the full article on Seeking AlphaSeeking Alpha • Aug 15Unity Software Has More To Lose Before Growth Is ReignitedSummary Unity Software experienced a -16% decline in revenue in q2'24, with a focus on restructuring and new growth initiatives. Management is working on improving its ad-revenue segment using machine learning while enhancing its go-to-market strategy. Unity faces an uphill battle in reigniting its growth trajectory as management focuses on rekindling customer relationships while increasing platform prices. Read the full article on Seeking Alphaお知らせ • Aug 09Unity Software Inc. Appoints Jim Payne as Chief Product Officer, Effective August 12, 2024Unity Software Inc. announced that effective August 12, 2024, Jim Payne will join the company as Chief Product Officer for Advertising, and help drive innovation and growth across its advertising business. Payne co-founded MoPub. Recently, he founded CloudExchange, a publisher-hosted mobile advertising stack enabling first-party data usage and superior ad quality, whose assets Unity is acquiring. Payne is joining Unity’s leadership team following the recent addition of Alex Blum, Senior Vice President, Corporate Development, whose extensive experience includes investing in and incubating many ad tech companies including AdMeld, Acquisio, Tru Optik, Springserve, TvScientific, and Optable. Jim Payne is an entrepreneur, founder, and investor focused on building technology businesses. Payne founded MoPub in 2010, which became the largest in-app mobile ad server and exchange, and was acquired by Twitter in 2013 for $750 million in stock at IPO. In 2028, he founded MAX, a mobile advertising header bidding solution. Payne is a founding partner of Breakpoint Capital, a seed-stage investment and incubation fund, which recently incubated CloudExchange. He holds a B.S. in Computer Science from MIT.Seeking Alpha • Aug 05Is Unity Software A Good Buy Ahead Of Its Q2 Results?Summary Unity Software stock has experienced significant wealth destruction since its IPO, and is now trading at lifetime lows. The Q2 event due to be held on August 8 could be a small step in righting the wrongs, with the new CEO due to address investors for the first time. We touch upon the major themes that could dominate the event. We close with some thoughts on the technicals and the valuations and gauge if the U stock would make a good BUY now. Read the full article on Seeking Alpha株主還元UUS SoftwareUS 市場7D-4.3%-9.5%-2.5%1Y16.1%-9.7%22.7%株主還元を見る業界別リターン: U過去 1 年間で-9.6 % の収益を上げたUS Software業界を上回りました。リターン対市場: Uは、過去 1 年間で22.8 % のリターンを上げたUS市場を下回りました。価格変動Is U's price volatile compared to industry and market?U volatilityU Average Weekly Movement8.5%Software Industry Average Movement9.9%Market Average Movement7.2%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.1%安定した株価: U 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: Uの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト20044,412Matt Brombergunity.comUnity Software Inc.は、米国、中国、香港、台湾、欧州、中東、アフリカ、アジア太平洋地域、カナダ、中南米において、携帯電話、PC、コンソール、拡張現実デバイス向けのゲームやインタラクティブ体験を開発、展開、成長させるためのプラットフォームを運営しています。同社のプラットフォームは、プロトタイピング、ライブサービス運用、ユーザー獲得、収益化など、開発ライフサイクル全体を通じて開発者をサポートする人工知能ソリューションを提供している。また、リアルタイムの2Dおよび3Dコンテンツの構築、出荷、運用に使用される一連のツールおよびサービスであるCreate Solutionsと、顧客がユーザーベースを成長させ、エンゲージさせ、コンテンツを収益化することを可能にするGrow Solutionsも提供している。さらに、企業向けサポートおよび消費サービス、コンサルティング、プラットフォーム統合、トレーニング、カスタムアプリケーションおよびワークフロー開発サービスなどのプロフェッショナルサービス、広告およびゲームパブリッシングサービスも提供している。同社は、オンラインストア、フィールドセールス、独立系ディストリビューター、再販業者を通じてソリューションを直接提供している。同社は企業、中堅企業、政府機関、非営利機関、中堅、中小、独立系企業、さまざまな業種の個人にサービスを提供している。ユニティ・ソフトウェア・インクは2004年に設立され、カリフォルニア州サンフランシスコに本社を置いている。もっと見るUnity Software Inc. 基礎のまとめUnity Software の収益と売上を時価総額と比較するとどうか。U 基礎統計学時価総額US$12.73b収益(TTM)-US$672.73m売上高(TTM)US$1.92b6.6xP/Sレシオ-18.9xPER(株価収益率U は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計U 損益計算書(TTM)収益US$1.92b売上原価US$486.63m売上総利益US$1.44bその他の費用US$2.11b収益-US$672.73m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)-1.54グロス・マージン74.69%純利益率-34.99%有利子負債/自己資本比率69.0%U の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/06/07 04:30終値2026/06/05 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Unity Software Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45 アナリスト機関David MakArete Research Services LLPRoss SandlerBarclaysX. LuBarclays42 その他のアナリストを表示
ライブニュース • May 27Unity Software Delivers Strong Q1 Revenue Growth With Major Ad Network Exit and AI FocusUnity Software reported Q1 2026 revenue of US$508.2 million, above analyst estimates and 16.8% higher year over year, led by 35% growth in its Strategic Grow and Create segments. The company recorded a GAAP net loss of about US$347 million, largely tied to a US$279 million impairment from shutting down the ironSource Ads Network and the planned sale of its Supersonic game publishing business. Adjusted EBITDA came in at US$138 million with a 27% margin and free cash flow was US$66.5 million, and Unity raised Q2 2026 revenue and adjusted EBITDA guidance while reiterating a goal of reaching GAAP profitability by Q4 2026. The key story is that Unity is leaning into higher-quality, usage-based revenue and AI-focused products like Unity AI and the Vector engine, while absorbing substantial one-off impairment charges as it exits older ad and publishing assets. Investors may consider weighing the improved margins and higher guidance against the sizeable current GAAP loss and the roughly 38% year-to-date share price decline, which points to ongoing market concern around execution and competitive pressure.
ナラティブの更新 • May 24U: Ad Network Exit And Publishing Divestiture Will Support Future Upside PotentialAnalysts have raised their fair value estimate for Unity Software from about $32.04 to roughly $34.39, reflecting updated assumptions around revenue growth, profit margins near 24.8%, a future P/E closer to 30.2x, and a slightly lower discount rate. What's in the News Unity issued earnings guidance for the second quarter of 2026, targeting total revenue of US$505 million to US$515 million.
お知らせ • May 10Unity Software Inc. Reports Unaudited Impairment of Property and Equipment and Impairment of Intangible Assets for the First Quarter Ended March 31, 2026Unity Software Inc. reported unaudited impairment of property and equipment and Impairment of intangible assets for the first quarter ended March 31, 2026. For the quarter, the company reported impairment of property and equipment of $8,422,000 compared to $3,470,000 a year ago. Impairment of intangible assets was $270,506,000.
お知らせ • May 09Unity Software Inc. Announces Earnings Guidance for the Second Quarter of 2026Unity Software Inc. announced earnings guidance for the second quarter of 2026. For the quarter, the company expects total revenue of $505 million to $515 million.
Seeking Alpha • May 08Unity: Blockbuster Q1 2026 Results With Outsized Ad/Game Monetization TrendsSummary AI-powered Unity Vector has driven a +49% YoY surge in Grow revenues through improved ROAS, allowing them to sustain U's strong ad-tech growth prospects through new capabilities. Unity AI, an agentic AI game development capability has also been launched, allowing them incrementally cross sell to existing/new game developer base. U's renewed gaming/ad-tech growth prospects, fueled by AI integration and the outsized FQ1'26 performance metrics, have lent credibility to the promising FQ2'26 guidance. Despite the recent rally, the stock remains attractively valued at a P/E of 26.61x, near the peer group at 22.70x, while offering excellent upside potential to my long-term price target of $38.90. Despite the potential near-term consolidation from the lumpy EPS performance pending GAAP profitability in FQ4'26, U is reiterated as a Buy here. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 29U: Future Earnings Power Will Rely On VR Partnership And Margin ExpansionAnalysts have trimmed their 12 month price target for Unity Software from $46.00 to about $44.85, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News Unity extended its multi year platform support and enterprise agreement with Meta, keeping Unity as a key content creation partner for Meta’s VR hardware and operating system and maintaining support for developers building games and business applications on Meta’s VR devices (Client Announcement).
ライブニュース • May 27Unity Software Delivers Strong Q1 Revenue Growth With Major Ad Network Exit and AI FocusUnity Software reported Q1 2026 revenue of US$508.2 million, above analyst estimates and 16.8% higher year over year, led by 35% growth in its Strategic Grow and Create segments. The company recorded a GAAP net loss of about US$347 million, largely tied to a US$279 million impairment from shutting down the ironSource Ads Network and the planned sale of its Supersonic game publishing business. Adjusted EBITDA came in at US$138 million with a 27% margin and free cash flow was US$66.5 million, and Unity raised Q2 2026 revenue and adjusted EBITDA guidance while reiterating a goal of reaching GAAP profitability by Q4 2026. The key story is that Unity is leaning into higher-quality, usage-based revenue and AI-focused products like Unity AI and the Vector engine, while absorbing substantial one-off impairment charges as it exits older ad and publishing assets. Investors may consider weighing the improved margins and higher guidance against the sizeable current GAAP loss and the roughly 38% year-to-date share price decline, which points to ongoing market concern around execution and competitive pressure.
ナラティブの更新 • May 24U: Ad Network Exit And Publishing Divestiture Will Support Future Upside PotentialAnalysts have raised their fair value estimate for Unity Software from about $32.04 to roughly $34.39, reflecting updated assumptions around revenue growth, profit margins near 24.8%, a future P/E closer to 30.2x, and a slightly lower discount rate. What's in the News Unity issued earnings guidance for the second quarter of 2026, targeting total revenue of US$505 million to US$515 million.
お知らせ • May 10Unity Software Inc. Reports Unaudited Impairment of Property and Equipment and Impairment of Intangible Assets for the First Quarter Ended March 31, 2026Unity Software Inc. reported unaudited impairment of property and equipment and Impairment of intangible assets for the first quarter ended March 31, 2026. For the quarter, the company reported impairment of property and equipment of $8,422,000 compared to $3,470,000 a year ago. Impairment of intangible assets was $270,506,000.
お知らせ • May 09Unity Software Inc. Announces Earnings Guidance for the Second Quarter of 2026Unity Software Inc. announced earnings guidance for the second quarter of 2026. For the quarter, the company expects total revenue of $505 million to $515 million.
Seeking Alpha • May 08Unity: Blockbuster Q1 2026 Results With Outsized Ad/Game Monetization TrendsSummary AI-powered Unity Vector has driven a +49% YoY surge in Grow revenues through improved ROAS, allowing them to sustain U's strong ad-tech growth prospects through new capabilities. Unity AI, an agentic AI game development capability has also been launched, allowing them incrementally cross sell to existing/new game developer base. U's renewed gaming/ad-tech growth prospects, fueled by AI integration and the outsized FQ1'26 performance metrics, have lent credibility to the promising FQ2'26 guidance. Despite the recent rally, the stock remains attractively valued at a P/E of 26.61x, near the peer group at 22.70x, while offering excellent upside potential to my long-term price target of $38.90. Despite the potential near-term consolidation from the lumpy EPS performance pending GAAP profitability in FQ4'26, U is reiterated as a Buy here. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 29U: Future Earnings Power Will Rely On VR Partnership And Margin ExpansionAnalysts have trimmed their 12 month price target for Unity Software from $46.00 to about $44.85, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News Unity extended its multi year platform support and enterprise agreement with Meta, keeping Unity as a key content creation partner for Meta’s VR hardware and operating system and maintaining support for developers building games and business applications on Meta’s VR devices (Client Announcement).
ナラティブの更新 • Apr 15U: Platform Refocus And Asset Impairments Will Limit Upside PotentialAnalysts have increased their price target for Unity Software to $19.00, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Unity and Meta extended a multi-year platform support and enterprise agreement, with Unity continuing to support Meta's VR platform so developers can build and grow games and business applications on Meta VR devices (Client announcement).
お知らせ • Apr 10Unity Software Inc. to Report Q1, 2026 Results on May 07, 2026Unity Software Inc. announced that they will report Q1, 2026 results at 12:30 PM, US Eastern Standard Time on May 07, 2026
ナラティブの更新 • Apr 01U: Ad Network Exit And Publishing Divestiture Will Support Future Upside PotentialAnalysts have trimmed their price target for Unity Software slightly to $32.04 from $32.33, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. What's in the News Unity plans to sunset the ironSource Ads Network effective April 30 and has hired a financial advisor to explore divesting its Supersonic game publishing business, with management indicating expectations for faster revenue growth, higher Adjusted EBITDA, and higher Adjusted EBITDA margins once these changes are completed.
お知らせ • Mar 30Unity Software Inc., Annual General Meeting, May 13, 2026Unity Software Inc., Annual General Meeting, May 13, 2026.
お知らせ • Mar 27+ 1 more updateUnity to Exit Non-Strategic Ad BusinessesUnity Software Inc. announced it will be sunsetting the iron Source Ads Network, effective April 30th, and that it has engaged a financial advisor to assist with the divestiture of its Supersonic game publishing business. Once completed, Unity expects these changes to result in faster revenue growth, increased Adjusted EBITDA, and higher Adjusted EBITDA margins.
ナラティブの更新 • Mar 18U: New Commerce Integration And Web Store Monetization Will Support Future Upside PotentialAnalysts now set their Unity Software fair value estimate at $32.33, down from $47.47. The change is linked to slightly higher discount rate assumptions, more moderate revenue growth expectations, a higher projected profit margin, and a much lower future P/E estimate.
ナラティブの更新 • Mar 04U: Future Earnings Power Will Rely On Rising Long Term ProfitabilityAnalysts have adjusted their fair value estimate for Unity Software to $46 from $44. This change reflects updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations.
ナラティブの更新 • Feb 18U: Commerce Partnerships And Sharper Profit Focus Will Shape A More Balanced OutlookAnalysts have revised their fair value estimate for Unity Software from about $30.80 to roughly $18.76. This change reflects updated views on revenue growth, profit margins, and a much lower assumed future P/E multiple.
Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.96 loss per share (improved from US$1.68 loss in FY 2024). Revenue: US$1.85b (up 2.0% from FY 2024). Net loss: US$402.8m (loss narrowed 39% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
分析記事 • Feb 12Some Unity Software Inc. (NYSE:U) Shareholders Look For Exit As Shares Take 55% PoundingUnity Software Inc. ( NYSE:U ) shares have had a horrible month, losing 55% after a relatively good period beforehand...
Price Target Changed • Feb 12Price target decreased by 12% to US$41.95Down from US$47.47, the current price target is an average from 24 analysts. New target price is 96% above last closing price of US$21.41. Stock is up 10% over the past year.
お知らせ • Feb 11+ 3 more updatesUnity Software Inc. Provides Earnings Guidance for the First Quarter of 2026Unity Software Inc. announced earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue of $480 million to $490 million.
ナラティブの更新 • Feb 04U: New Commerce Integrations And Distribution Partnerships Will Support Future Upside PotentialAnalysts have lifted their fair value estimate for Unity Software from US$45.63 to US$47.47, pointing to updated assumptions around revenue growth, profit margins, and a slightly higher discount rate along with a lower projected future P/E multiple. What's in the News Coda is integrating Unity's In App Purchasing SDK with its global web store platforms, giving developers a single place to manage and optimize digital catalogs across mobile, web, and PC through Unity's existing IAP workflow (Key Developments).
New Risk • Jan 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$35m sold).
ナラティブの更新 • Jan 21U: Commerce Platform Tie-Ups Will Likely Sustain An Unsupportive Forward P/E MultipleAnalysts have adjusted their price target framework for Unity Software to reflect a fair value of about $30.80 per share, citing updated assumptions for revenue growth, profit margins, the discount rate, and a very large forward P/E multiple. What's in the News Coda is integrating Unity's In App Purchasing SDK with Coda's global web store platforms, giving developers a single place to manage and optimize digital catalogs across mobile, web, and PC through Unity's existing IAP workflow.
お知らせ • Jan 14Unity Software Inc. to Report Q4, 2025 Results on Feb 11, 2026Unity Software Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026
Buy Or Sell Opportunity • Jan 07Now 20% undervaluedOver the last 90 days, the stock has risen 16% to US$45.36. The fair value is estimated to be US$56.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.
ナラティブの更新 • Jan 07U: Future Multiple Expansion On Commerce Tie-Ups Will Likely Prove ExcessiveAnalysts have raised their fair value estimate for Unity Software from about US$23.39 to roughly US$29.94, citing updated assumptions for revenue growth, profitability, the discount rate, and a higher future P/E multiple. What's in the News Unity and Epic Games plan to let developers publish Unity games into Fortnite, which could widen distribution options for creators using Unity tools.
Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 25 analysts covering Unity Software expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$95.7m in 2028. Average annual earnings growth of 46% is required to achieve expected profit on schedule.
ナラティブの更新 • Dec 14U: New Ecosystem Partnerships And Commerce Tools Will Support Balanced Risk And RewardAnalysts have nudged their price target on Unity Software higher to approximately 45.63 dollars from about 43.70 dollars. This reflects expectations for stronger revenue growth despite sharply compressed profit margin forecasts and a materially higher assumed future earnings multiple.
Recent Insider Transactions • Dec 14Co-Founder & Independent Director recently sold US$15m worth of stockOn the 11th of December, David Helgason sold around 308k shares on-market at roughly US$49.16 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by US$22m.
Recent Insider Transactions Derivative • Dec 11Co-Founder & Independent Director notifies of intention to sell stockDavid Helgason intends to sell 400k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$50.16, it would amount to US$20m. Since December 2024, David's direct individual holding has decreased from 8.02m shares to 6.15m. Company insiders have collectively sold US$31m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Dec 02Price target increased by 7.6% to US$44.28Up from US$41.13, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$43.14. Stock is up 78% over the past year. The company is forecast to post a net loss per share of US$0.94 next year compared to a net loss per share of US$1.68 last year.
ナラティブの更新 • Nov 29U: New Platform Partnerships And Product Expansions Will Support Balanced Risk And RewardUnity Software's analyst price target has been raised from $42.31 to $43.70 per share, as analysts cite an improved revenue growth outlook as a key factor in the upward revision. What's in the News Unity and Epic Games are collaborating to allow the publishing of Unity games within Fortnite, expanding opportunities for both players and developers.
Recent Insider Transactions • Nov 28Chief Accounting Officer recently sold US$1.8m worth of stockOn the 25th of November, Mark Barrysmith sold around 43k shares on-market at roughly US$41.40 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$28m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 25Chief Accounting Officer notifies of intention to sell stockMark Barrysmith intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of November. If the sale is conducted around the recent share price of US$41.41, it would amount to US$1.2m. Since December 2024, Mark's direct individual holding has decreased from 453.64k shares to 452.17k. Company insiders have collectively sold US$29m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 15U: Revenue Forecast Boost and New Product Access Will Drive Stronger PerformanceUnity Software's analyst price target has risen from $36.88 to $42.31. Analysts cite stronger projected revenue growth as the primary driver for the upward revision.
Recent Insider Transactions • Nov 14Independent Director recently sold US$1.3m worth of stockOn the 11th of November, Shlomo Dovrat sold around 30k shares on-market at roughly US$42.87 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.9m. Insiders have been net sellers, collectively disposing of US$36m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 14Independent Director notifies of intention to sell stockShlomo Dovrat intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$43.13, it would amount to US$1.3m. Since December 2024, Shlomo's direct individual holding has decreased from 304.31k shares to 223.73k. Company insiders have collectively sold US$37m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 13Unity Software Inc. Announces Transition of Anirma Gupta from the Role , Senior Vice President and Chief Legal Officer, Effective November 14, 2025On November 6, 2025, Unity Software Inc. entered into an agreement with Anirma Gupta, with respect to Ms. Gupta’s transition from her role as the Company’s Senior Vice President and Chief Legal Officer, effective November 14, 2025 (Transition Date). Ms. Gupta will continue as an employee and will serve as the Company’s Strategic Legal Advisor and assist with the transition of her responsibilities until she departs from the Company, effective May 15, 2026 (Termination Date).
Price Target Changed • Nov 08Price target increased by 7.8% to US$39.76Up from US$36.88, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of US$40.03. Stock is up 95% over the past year. The company is forecast to post a net loss per share of US$0.93 next year compared to a net loss per share of US$1.68 last year.
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.30 loss per share. Revenue: US$470.6m (up 5.4% from 3Q 2024). Net loss: US$126.4m (loss widened 1.3% from 3Q 2024). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.
お知らせ • Nov 05Unity Software Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Unity Software Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue of $480 million to $490 million. In Grow, The company expects mid-single digit sequential revenue growth from Third Quarter to Q4. In Create, The company expects high-single digit year-over-year revenue growth (excluding the impact of non-strategic revenue).
Recent Insider Transactions Derivative • Nov 04Director notifies of intention to sell stockTomer Bar-Zeev intends to sell 400k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$37.55, it would amount to US$15m. Since December 2024, Tomer's direct individual holding has decreased from 4.35m shares to 2.16m. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 01U: Upskilling Initiatives And Expanded Device Support Will Shape Future ProspectsAnalysts have slightly raised their price target for Unity Software to $36.88 from $36.87, citing incremental improvements in revenue growth projections, even though the outlook for profit margins has been modestly reduced. What's in the News Unity announced enhancements to its engine, allowing developers to manage global commerce, catalog, and payment providers from a single dashboard.
お知らせ • Oct 22+ 1 more updateUnity Launches Native, Cross-Platform Commerce Management for Game Developers WorldwideUnity announced an enhancement to the Unity engine that will enable game developers to manage their entire global commerce and catalog from a single dashboard within Unity itself. selling across platforms means juggling multiple SDKs, rules, and payout systems. With this enhancement, developers will be able to combine different payment providers, optimize for different markets, and manage pricing, promotions, and live operations across mobile app stores, web, and PC, free from any platform-specific tools and restrictions. More than $120 billion in global in-app purchases are projected to be made in mobile games1, and most of those games are built with Unity2, creating the opportunity for one integration to provide a unified and flexible path to success as app stores evolve, bridging gaps in an increasingly fragmented marketplace for digital commerce. Now in limited early access, Unity is partnering with select customers to production-verify this new product to ensure reliable, scalable performance before general release.
ナラティブの更新 • Oct 17AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software's analyst price target has increased from $35.17 to $36.87. This reflects analysts' expectations for slightly stronger revenue growth and improved profit margins.
お知らせ • Oct 16Unity Software Inc. to Report Q3, 2025 Results on Nov 05, 2025Unity Software Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025
お知らせ • Oct 14Unity Software Inc. Appoints Chris Feo as Senior Vice President of Sales and Partnerships, ProgrammaticUnity Software Inc. on October 14, 2025 announced the appointment of Chris Feo as Senior Vice President of Sales and Partnerships, Programmatic. Feo will lead growth for the company's Audience Hub offering, helping connect the programmatic ecosystem and brand marketers with gaming audiences through privacy-first identity and high-performance advertising solutions across mobile, web, and connected TV (CTV). Feo brings more than two decades of experience shaping the digital ecosystem space. He was an early executive at Tapad, where he helped pioneer cross-device identity throughout the programmatic ecosystem, and later led global sales, partnerships at Experian, including the recent acquisition of Audigent. Feo’s appointment reflects Unity’s continued investment in building its programmatic ads footprint, reinforcing its role as a bridge between the gaming world and the broader advertising ecosystem.
ナラティブの更新 • Oct 03AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software's analyst price target has been revised upward from $34.75 to $35.17, as analysts cite that slightly stronger revenue growth expectations outweigh minor adjustments to profit margin and discount rate forecasts. What's in the News Globant and Unity Software formed a global partnership, enabling both companies to deliver interactive solutions using Unity's real-time 3D technology for sectors such as manufacturing, healthcare, and automotive.
分析記事 • Sep 06Subdued Growth No Barrier To Unity Software Inc. (NYSE:U) With Shares Advancing 37%Despite an already strong run, Unity Software Inc. ( NYSE:U ) shares have been powering on, with a gain of 37% in the...
ナラティブの更新 • Sep 06AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software’s modestly higher analyst price target is primarily driven by a slight increase in its forward P/E multiple, reflecting a more optimistic outlook on future earnings, raising the consensus fair value from $33.98 to $34.75. What's in the News Unity and Globant announced a global partnership to deliver real-time 3D and digital twin solutions for enterprise sectors, including manufacturing, healthcare, and automotive, with Globant joining the Unity Service Partner Program and investing heavily in Unity certification for its engineering teams.
Buy Or Sell Opportunity • Aug 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 70% to US$40.34. The fair value is estimated to be US$33.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Recent Insider Transactions Derivative • Aug 26Senior VP & COO notifies of intention to sell stockAlexander Blum intends to sell 49k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of August. If the sale is conducted around the recent share price of US$39.33, it would amount to US$1.9m. Since March 2025, Alexander has owned 5.97k shares directly. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Aug 22AI Developments And Partnerships With Tencent Will Expand MarketsUnity Software’s consensus price target has been raised, primarily reflecting a substantial increase in its future P/E multiple despite a slight decline in net profit margin, resulting in an updated fair value of $33.98. What's in the News Unity and Globant formed a global partnership to deliver real-time 3D and digital asset management solutions across sectors like manufacturing, healthcare, and automotive, with Globant integrating Unity products into enterprise systems and certifying its workforce on Unity technology.
Recent Insider Transactions Derivative • Aug 21Senior VP notifies of intention to sell stockAnirma Gupta intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of August. If the sale is conducted around the recent share price of US$38.37, it would amount to US$130k. Since September 2024, Anirma's direct individual holding has increased from 83.04k shares to 172.70k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Aug 07Price target increased by 13% to US$31.10Up from US$27.57, the current price target is an average from 22 analysts. New target price is 7.4% below last closing price of US$33.57. Stock is up 134% over the past year. The company is forecast to post a net loss per share of US$0.86 next year compared to a net loss per share of US$1.68 last year.
ナラティブの更新 • Aug 07AI Developments And Partnerships With Tencent Will Expand MarketsThe Consensus Analyst Price Target for Unity Software has increased to $28.98, driven by a notable upgrade in expected annual revenue growth from 6.3% to 8.9%. What's in the News Unity reported property and equipment impairments of $579,000 for Q2, significantly down from $8.32 million a year ago.
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.26 loss per share (improved from US$0.32 loss in 2Q 2024). Revenue: US$440.9m (down 1.9% from 2Q 2024). Net loss: US$108.8m (loss narrowed 13% from 2Q 2024). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Aug 06+ 1 more updateUnity Software Inc. Reports Unaudited Impairment of Property and Equipment for the Three Months Ended June 30, 2025Unity Software Inc. reported unaudited impairment of property and equipment for the three months ended June 30, 2025. For the period, the company reported impairment of property and equipment was $579,000 against $8,320,000 a year ago.
Recent Insider Transactions Derivative • Aug 03Director notifies of intention to sell stockTomer Bar-Zeev intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of August. If the sale is conducted around the recent share price of US$31.83, it would amount to US$4.8m. Since December 2024, Tomer's direct individual holding has decreased from 4.35m shares to 2.79m. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 48% to US$31.83. The fair value is estimated to be US$40.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
新しいナラティブ • Jul 21What Really Matters For Long-Term GrowthDespite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market.
お知らせ • Jul 17Unity Software Inc. to Report Q2, 2025 Results on Aug 06, 2025Unity Software Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
分析記事 • Jul 16Optimistic Investors Push Unity Software Inc. (NYSE:U) Shares Up 25% But Growth Is LackingDespite an already strong run, Unity Software Inc. ( NYSE:U ) shares have been powering on, with a gain of 25% in the...
Recent Insider Transactions Derivative • Jul 11Independent Director notifies of intention to sell stockShlomo Dovrat intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of July. If the sale is conducted around the recent share price of US$29.40, it would amount to US$1.5m. Since December 2024, Shlomo's direct individual holding has decreased from 304.31k shares to 273.73k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 02Director notifies of intention to sell stockTomer Bar-Zeev intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$24.01, it would amount to US$3.6m. Since September 2024, Tomer's direct individual holding has decreased from 5.23m shares to 2.97m. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 29Estimating The Fair Value Of Unity Software Inc. (NYSE:U)Key Insights The projected fair value for Unity Software is US$24.80 based on 2 Stage Free Cash Flow to Equity Unity...
お知らせ • Jun 11New Unity Audience Hub Doubles Engagement for Brand Campaigns, Unlocking Privacy-First Advertising Across Mobile and CTVUnity announced the launch of the Unity Audience Hub. The Audience Hub blends federated, privacy-first insights from Unity’s ads ecosystem with trusted third-party data sources to deliver curated, high-intent audiences to brand marketers. It optimizes for combined audience intelligence without compromising data privacy. In initial beta testing, brands have experienced a 102.6% increase in click-through-rate and a 103.6% uplift in engagement overall, demonstrating the power of the Audience Hub in reaching highly relevant audiences and matching them with media inventory. The Audience Hub is powered by Optable, and is launching with Experian as an initial third-party data partner. Marketers can build custom audiences and then activate those audiences within Unity's mobile app and game inventory—and beyond on channels like CTV, through a partnership with Roku. The Unity Audience Hub is now available to marketers in the U.S. and Canada, with global access coming soon.
Seeking Alpha • Apr 23Unity Software: Turnaround Looks Promising - Bright Advertising Prospects AheadSummary Unity Software's new management team has further demonstrated its determination to turn the ship around, through the migration of its Unity advertising network to a new AI-based platform, Unity Vector. This strategy may allow the company to directly compete with APP in the Mobile User Acquisition Market, as the global mobile marketing market grows to $99.18B in 2033. U's improved monetization may occur as soon as Q3'25, once the Unity Vector transition is completed by the end of Q2'25 and H1'25 likely to be trough quarters. These reasons may also be why the market has awarded the company with somewhat reasonable valuations, with the recent selloff also triggering a near doubling upside potential. With U set to report their upcoming FQ1'25 earnings call on May 7, 2025, we shall highlight a few important metrics for readers to note. Read the full article on Seeking Alpha
お知らせ • Apr 21Unity Software Inc., Annual General Meeting, Jun 11, 2025Unity Software Inc., Annual General Meeting, Jun 11, 2025.
お知らせ • Apr 16Unity Software Inc. to Report Q1, 2025 Results on May 07, 2025Unity Software Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025
お知らせ • Apr 03Unity Software Inc. Announces Board Resignations, Effective June 9, 2025On March 28, 2025, Michelle K. Lee and David Kostman each notified Unity Software Inc. (Unity) of their intent to resign from the Board of Directors, each effective June 9, 2025.
お知らせ • Apr 02Unity to Support Developers Targeting Nintendo Switch 2 for LaunchUnity announced that it will provide game developers with official support for Nintendo Switch™? 2. Support for this platform will be made available soon in Unity 6, as an add-on, for approved Nintendo developers - further expanding Unity's commitment to enabling creators to bring their visions to life on the widest range of platforms. With a robust ecosystem that spans 20+ platforms, Unity continues to deliver on its promise of multiplatform accessibility and day-one support for the newest platforms. Developers using Unity will be able to seamlessly build, port, optimize, and deploy their projects for Nintendo Switch 2 leveraging Unity's powerful suite of tools and technologies to create immersive and engaging experiences. What developers can expect from Unity and Nintendo Switch 2 includes: Rendering and Performance Optimization - Scale games' graphical fidelity with the Universal Render Pipeline (URP), Spatial-Temporal Post-Processing (STP), and GPU Resident drawer enabling developers to push the power of Nintendo Switch 2 while maximizing performance. End-to-end multiplayer solutions - Improvements to multiplayer capabilities extending existing Nintendo Switch support, launching on Nintendo Switch 2 soon. Enhanced Developer Documentation - Unity's developer documentation for Nintendo Switch 2 will make it easier for developers to build and optimize their games on the platform. Unity is also making it easier for developers to port their existing Nintendo Switch games to Nintendo Switch 2 by ensuring full compatibility with key features in Unity 6, including the new input system, Build Profiles, and Incremental Build Pipeline, while also integrating built-in support for Nintendo Switch 2's new capabilities--hel helping developers seamlessly reach players on this new platform.
新しいナラティブ • Mar 20Partnership With Google In XR Will Strengthen Future Competitive Position Enhanced AI and expanded XR partnerships could boost revenue, margins, and competitive position in both gaming and non-gaming markets.
お知らせ • Mar 20Unity Announces Enhanced Engine Performance and Stability, New Platforms, and AI-Powered Workflows at GDC 2025Unity announced that developers can expect enhanced performance and stability, expanded platform support, and new AI-powered workflows in the three Unity 6 Updates planned for 2025, with the first, Unity 6.1, landing in April. Unity 6.1 will enable higher frame rates, smoother gameplay, lower CPU/GPU load for better device performance, and improved debugging for easier optimization. Additionally, Unity is doubling down on its platform reach, extending Unity 6.1's platform support beyond the current 20+ platforms to include large and foldable Android screens, Meta Quest, Android XR build profiles, and Instant Games, with WebGPU available to all developers on supported browsers. In other Updates coming later in 2025, Unity 6 will help developers leverage AI-driven workflows to build games faster and more efficiently. Developers can expect agentic AI tools integrated directly into the Editor to accelerate workflows by automating complex, repetitive tasks, and a seamless integration of best-in-class third-party GenAI solutions. These Updates will also help developers diagnose problems, optimize the player experience, and enhance the quality of new player acquisition. Earlier this week, Unity also released its annual Gaming Report, which highlights that developer optimism about AI is growing, with 96% of developers already integrating AI tools into their workflows. Additional insights include: multiplayer remains popular, with 64% of developers working on multiplayer games across genres--shooter and battle royaltyale leading the way--as players continue to seek shared experiences. As launching new games becomes increasingly challenging, 62% of developers are prioritizing investing in existing games, leveraging live operations and content updates to keep players engaged and drive revenue. Developers are still expanding their player base across platforms, but mobile remains King, with 90% launching their most recent games on mobile. In a competitive market, efficiency tools and an integrated tech stack are critical--45% of developers are looking for tools to streamline workflows, while 55% prioritize an end-to-end tech stack that supports them at every stage of the content lifecycle.
Seeking Alpha • Mar 19Unity Software: Credible TurnaroundSummary Unity Software's new management, led by CEO Matthew Bromberg, is focused on cost discipline, developer alignment, and a "fidelity for ubiquity" strategy to drive turnaround. Despite a 17% revenue decline in 2024, positive free cash flow and strategic decisions have restored investor confidence, leading to a 23% stock price surge. Bromberg's elimination of the controversial runtime fee and strategic hires like Jim Payne aim to revitalize Unity's Ad Tech business and enhance monetization. Valued at $35.5 per share, Unity faces competition from AppLovin and risks related to developer trust but offers a promising long-term investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 21Unity Software: Tough Transition Still In The WorksSummary Unity Software's Q4 results showed progress, but the company still faces challenges, with 2025 being another transition year. The company reported mixed Q4 numbers with a 25% sales drop, but the strategic portfolio sales grew 4% YoY. Unity's new AI ad tech product, Vector, promises future growth, but the transition will impact revenues in the short term, leading to weak Q1 guidance. The stock is back up to ~7x forward EV/S targets, expensive for a company with limited to no growth. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31Unity Software: DeepSeek And A New Executive Team Could Change The NarrativeSummary I see DeepSeek as a game-changing AI innovation that could significantly enhance Unity’s platform and developer experience. Unity Software Inc.’s new executive team, with a fresh CEO, CFO, and CTO, gives me confidence that meaningful changes are on the horizon. I’m keeping a close eye on the Q4 2025 guidance to see if Unity can present a compelling new narrative and hit key financial targets. While the debt remains a concern, I believe that if Unity reaches over $260 million in free cash flow, it could be a turning point for U stock investors. Read the full article on Seeking Alpha
お知らせ • Jan 30Unity Software Inc. to Report Q4, 2024 Results on Feb 20, 2025Unity Software Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025
Seeking Alpha • Dec 31Unity Software: Bullish As It Returns To Growth In 2025Summary Unity Software's stock, despite past struggles, is set for a comeback in 2025. Unity's graphics engine dominates the mobile game market and is having increasing success in consoles, PC games, and AR/VR, offering developers ease of use and interoperability. The gaming industry is stabilizing, and Unity's focus on its core business and reduced costs will drive sharply improved profitability. Unity's competitive moat, asset store, and market position make it a strong investment candidate within the gaming industry. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25Unity's Potential Turnaround, Will It Pull It Off?Summary Unity Software is recommended as a speculative investment despite its past missteps, with new leadership aiming to revitalize the company and its offerings. The company's "Grow" segment, which focuses on in-game advertising, has faced significant challenges but is undergoing a fundamental rebuild to enhance ROAS. Unity's "Create" business has launched Unity 6 with substantial improvements and repealed unpopular runtime fees, aiming to regain developer trust and market share. The potential for Unity to emulate AppLovin's success in the in-game advertising space presents a compelling turnaround opportunity with significant upside if successful. Read the full article on Seeking Alpha
お知らせ • Nov 08+ 1 more updateJarrod Yahes Joins as Chief Financial Officer of Unity on January 1, 2025Unity announced that Jarrod Yahes will join as Chief Financial Officer (CFO) on January 1, 2025. His appointment comes on the heels of last week’s hiring of Steve Collins, ex-CTO of King and Havok co-founder, as Unity’s new Chief Technology Officer. Jarrod Yahes joins Unity from Shutterstock, where he has served as CFO for the past five years. He helped drive the company’s portfolio expansion into 3D content, data monetization, and digital advertising while emphasizing revenue growth and profitability. Prior to Shutterstock, Jarrod was the CFO of Zeta Global. Jarrod Yahes has most recently served as Shutterstock’s CFO since December 2019. Prior to joining Shutterstock, he was CFO at marketing technology company Zeta Global; CFO at Jackson Hewitt Tax Services; and served in multiple capacities at ExlService Holdings, including SVP, Global Controller and SVP, Treasurer. Earlier, he worked at Citi in the Global Technology Investment Banking group and started his career with Ernst & Young LLP. He earned a BS in Applied Economics from Cornell University and an MBA from the University of California at Berkeley.
お知らせ • Oct 30Unity Appoints Steve Collins as New Chief Technology OfficerUnity announced Steve Collins will join Unity as Chief Technology Officer (CTO), adding key technical leadership to accelerate product innovation, quality, and stability. Steve Collins brings over 30 years of experience in gaming tech strategy, entrepreneurship, product development and leadership. Previously, as King’s CTO, Steve led the company's technology strategy and managed its Shared Technology group. He also co-founded Havok, where he served as CTO, as well as Swrve. He holds a PhD in computer graphics and global illumination. An academic pioneer, he founded the computer graphics research group at Trinity College Dublin and launched its MSc program in computer game technology.
Seeking Alpha • Oct 26Unity Software: Possible Turnaround Opportunity If Sales ImproveSummary The video game industry, valued at $273 billion, is projected to reach $664 billion by 2033, driven by cultural and demographic shifts. Unity Software faced a rough 2023, with PR problems that caused their CEO to resign. Unity's restructuring, which cost $201 million and was finalized in June 2024, included significant layoffs in 2023 and 2024. The aim was to reset the company. The crisis led Unity's CEO to attempt a reset with new product launches, an AI-powered assistant service, and a smaller structure due to layoffs. A strong balance sheet and decent margins showcase the possibility of a turnaround if the product launches prove successful and the company's reputation is restored. Read the full article on Seeking Alpha
お知らせ • Oct 17Unity 6 Launches Globally: Next-Gen Game Development Platform Delivers Enhanced Performance and StabilityUnity announced that Unity 6, the most stable and best performing version of Unity, is now available worldwide. Built, tested, and refined in partnership with developers from all over the world, Unity 6 will enable the creation of better games, built more quickly and more efficiently than ever before. Some of the new features in Unity 6 include end-to-end multiplayer workflows that speed development of connected games; tools that enable developers to target mobile web; and new graphics capabilities that move workloads from the CPU to the GPU, improving CPU performance by up to 4X in internal and customer testing. Post-launch, Unity is dedicating long-term product and engineering resources to Unity 6 to enhance feature sets and deliver new functionality while maintaining ease of upgrade and continued stability. Alongside the release of Unity 6, Unity has introduced learning resources for developers of all levels to dive in and get started: Time Ghost is the latest Unity Originals real-time cinematic demo. It showcases what can be achieved with Unity 6, including advancements in environment building and character design. Two scenes from Time Ghost, one showing how Unity’s ECS powers environments, and the second providing an example of practical use of machine learning to produce realistic cloth deformation, are available here. The project and assets from the Fantasy Kingdom demo optimized for mobile using URP are now available on the Unity Asset Store, free for non-commercial use. Lastly, developers can downloadMegacity Metro, a demo that showcases how to build a 100+ player cross-platform multiplayer game in Unity end-to-end and experiment with all-new Unity 6 features.
お知らせ • Oct 11Unity Software Inc. to Report Q3, 2024 Results on Nov 07, 2024Unity Software Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
お知らせ • Sep 23Unity Software Inc.(NYSE:U) dropped from FTSE All-World Index (USD)Unity Software Inc.(NYSE:U) dropped from FTSE All-World Index (USD)
Seeking Alpha • Sep 20Unity Software: What Really Matters For Long-Term GrowthSummary Despite near all-time low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. Unity's diversified revenue streams, particularly in non-gaming sectors, and strategic positioning in high-growth markets like XR, bolster its long-term growth potential. Significant restructuring progress with the new management addressing past missteps evident by the rollback of the controversial runtime fee. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully. The synergy between Unity's Create and Grow solutions could prove to be a key competitive advantage, though the increasing competition in the advertising and gaming markets remains a notable challenge. Read the full article on Seeking Alpha
お知らせ • Sep 19Unity Announces Unity 6 Will Release Globally on October 17, 2024Unity will announce that Unity 6, the most stable and performant version of Unity, will launch globally on October 17, 2024. Unity 6 will offer developers customizable graphics rendering for greater control over their games’ visuals; simplified multiplayer game development to accelerate their journey through the entire game development lifecycle; and robust tools to build rich games optimized for web browsers. 10 Chambers, creators of GTFO, is one the Unity game developers who adopted Unity 6 following its preview release earlier this year. They will unveil, on the Unite stage, a never-before-seen environment from their highly anticipated title, Den of Wolves, lit and optimized using the latest graphics features from Unity 6. Among the other news to be shared at Unite: The first update in the Unity 6 generation, Unity 6.1, will ship in April 2025. Unity 6.1 will build on the core Unity 6 capabilities and include new features like support for foldable and larger screen formats, Deferred+ rendering in GPU Resident Drawer, and new build targets and build profiles. Unity’s internal demo team will unveil Time Ghost, a new demo that shows the type of realistic world that developers can build on Unity 6 using multiple Unity 6 features including Entity Component System (ECS), Adaptive Probe Volumes, Scenario Blending, and SpeedTree vegetation. The two scenes from Time Ghost showcasing Unity’s ECS for environments and cloth deformation with Unity Sentis will be released alongside Unity 6 next month. The existing Fantasy Kingdom demo built using Unity 6 is now optimized for mobile using URP; additionally, the Fantasy Kingdom project and assets will be available on the Unity Asset Store, free for non-commercial use, when Unity 6 launches next month. Google Cloud will showcase how to build and scale successful live service games using Google Cloud. With the introduction of generative AI, Google Cloud is helping game developers evolve live service games into living games, where the virtual worlds themselves adapt and grow in response to player choices. Lastly, the nominees for the 16th Annual Unity Awards will be announced. The community has until October 4, 2024, to cast their votes for their favorite games, influencers, and more. The winners will be revealed during a first-ever virtual showcase that will air on Unity’s Twitch channel on October 23, 2024. Unite 2024 is expected to bring together over 2,000 developers for technical sessions, networking and learning opportunities, as well as listening roundtables with the Unity leadership team. All the technical sessions will be recorded and made available to Unity’s community of developers in the coming weeks.
Seeking Alpha • Sep 13I Was Wrong On Unity: The Runtime Fee Rally Is An Exit Opportunity (Ratings Downgrade)Summary Unity's stock surged after canceling a controversial fee and raising subscription prices. U stock has struggled this year as the company works through a strategic reset. The reduction in guidance has impaired my confidence in the growth thesis. I am downgrading the stock and detailing where I'd be interested in the stock again. Read the full article on Seeking Alpha
Seeking Alpha • Aug 21Unity: Monetization Issues Will Take Time To AddressSummary While Unity's Q2 results were in line with expectations, the company cut its guidance and announced that it was changing its CFO. Unity's business appears to be stabilizing, but the company shows no signs of closing the performance gap with AppLovin. Outside of monetization issues, Unity's Create segment is only growing due to its expansion outside gaming. This is concerning given the backlash created by runtime fees. Unity's margins and cash flows are improving, but it is difficult to see the stock rebounding until growth returns. Read the full article on Seeking Alpha
Seeking Alpha • Aug 15Unity Software Has More To Lose Before Growth Is ReignitedSummary Unity Software experienced a -16% decline in revenue in q2'24, with a focus on restructuring and new growth initiatives. Management is working on improving its ad-revenue segment using machine learning while enhancing its go-to-market strategy. Unity faces an uphill battle in reigniting its growth trajectory as management focuses on rekindling customer relationships while increasing platform prices. Read the full article on Seeking Alpha
お知らせ • Aug 09Unity Software Inc. Appoints Jim Payne as Chief Product Officer, Effective August 12, 2024Unity Software Inc. announced that effective August 12, 2024, Jim Payne will join the company as Chief Product Officer for Advertising, and help drive innovation and growth across its advertising business. Payne co-founded MoPub. Recently, he founded CloudExchange, a publisher-hosted mobile advertising stack enabling first-party data usage and superior ad quality, whose assets Unity is acquiring. Payne is joining Unity’s leadership team following the recent addition of Alex Blum, Senior Vice President, Corporate Development, whose extensive experience includes investing in and incubating many ad tech companies including AdMeld, Acquisio, Tru Optik, Springserve, TvScientific, and Optable. Jim Payne is an entrepreneur, founder, and investor focused on building technology businesses. Payne founded MoPub in 2010, which became the largest in-app mobile ad server and exchange, and was acquired by Twitter in 2013 for $750 million in stock at IPO. In 2028, he founded MAX, a mobile advertising header bidding solution. Payne is a founding partner of Breakpoint Capital, a seed-stage investment and incubation fund, which recently incubated CloudExchange. He holds a B.S. in Computer Science from MIT.
Seeking Alpha • Aug 05Is Unity Software A Good Buy Ahead Of Its Q2 Results?Summary Unity Software stock has experienced significant wealth destruction since its IPO, and is now trading at lifetime lows. The Q2 event due to be held on August 8 could be a small step in righting the wrongs, with the new CEO due to address investors for the first time. We touch upon the major themes that could dominate the event. We close with some thoughts on the technicals and the valuations and gauge if the U stock would make a good BUY now. Read the full article on Seeking Alpha