Unity Software マネジメント
マネジメント 基準チェック /34
Unity Softwareの CEO はMatt Brombergで、 May2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 10.57Mで、 8%給与と92%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.078%を直接所有しており、その価値は$ 14.42M 。経営陣と取締役会の平均在任期間はそれぞれ1.4年と7.1年です。
主要情報
Matt Bromberg
最高経営責任者
US$10.6m
報酬総額
| CEO給与比率 | 8.04% |
| CEO在任期間 | 2.3yrs |
| CEOの所有権 | 0.08% |
| 経営陣の平均在職期間 | 1.4yrs |
| 取締役会の平均在任期間 | 7.1yrs |
経営陣の近況
Recent updates
Seeking Alpha • Sep 17
Unity: This Forgotten AI Winner Is Firing On All Cylinders
Summary Unity (U) is experiencing accelerating top-line growth and margin expansion, positioning it as a standout AI-driven software and advertising platform. U delivered 24% YoY revenue growth, 38% strategic revenue growth, and an 800 bps adjusted EBITDA margin surge to 29% in the latest quarter. Management guides for 44–47% strategic revenue growth next quarter and expects GAAP profitability to arrive ahead of schedule. I rate U a buy, citing robust operating leverage, sustainable margins, and a reasonable PEG ratio despite a full valuation. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 17
U: Index Removals And Higher Profitability Assumptions Will Shape Balanced Return Prospects
Analysts have raised their price target for Unity Software, lifting fair value from about $28.00 to roughly $41.71 as they factor in updated assumptions on the discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Unity Software Unity Software was removed from the Russell 1000 Growth Benchmark, which may affect index fund ownership and trading volumes for the stock.
ナラティブ更新 • Sep 03
U: Higher Profitability Assumptions Will Support Future Upside Despite Index Removals
Analysts have raised their price target on Unity Software to $49.39 from a prior fair value estimate of $35.72, citing updated assumptions for higher revenue growth, stronger profit margins, and a lower future P/E multiple. What’s in the News for Unity Software Unity Software is set to be removed from the Russell 2500 Growth Benchmark index, according to recent index constituent changes.
ナラティブ更新 • Aug 18
U: Future Earnings Power Will Rely On Ad Platform And Margin Expansion
Analysts now place Unity Software's fair value at $55.00, up from $44.85, citing updated assumptions that include a lower discount rate, higher projected revenue growth and profit margins, and a meaningfully reduced future P/E multiple. What’s in the News for Unity Software Unity Software shares rose after Wedbush and Bank of America raised their price targets, citing stronger than expected growth in the Vector advertising platform and early benefits from runtime data integration improving ad targeting.ナラティブ更新 • Aug 04
U: Ad Network Exit And Creator Platform Roadmap Will Drive Future Upside
Analysts lifted their fair value estimate for Unity Software slightly from about $35.28 to roughly $35.72, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Collectively, these changes point to a modestly higher long term pricing outlook for the stock.ナラティブ更新 • Jun 22
U: Ad Network Exit And AI Advertising Rebuild Will Drive Future Upside
Analysts have modestly raised their price target for Unity Software to about $35 per share from roughly $34, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as the main drivers of the revised outlook. What’s in the News for Unity Software Piper Sandler raised its price target on Unity Software to US$40 and kept an Overweight rating, pointing to progress in rebuilding the Grow segment and traction in the AI-powered Vector advertising platform.ナラティブ更新 • Jun 07
U: Portfolio Refocus And Impairment Charges Will Shape Balanced Return Prospects
Analysts have raised their fair value estimate for Unity Software from $19.00 to $28.00, citing updated assumptions around revenue growth, profit margins, and future P/E that reflect a more constructive view on the company's earnings power. What's in the News Unity reported Q1 2026 revenue of US$508.2 million, above analyst estimates, with Strategic Grow revenue reported at 35% growth and adjusted EBITDA of US$138 million and a 27% margin.ナラティブ更新 • May 24
U: Ad Network Exit And Publishing Divestiture Will Support Future Upside Potential
Analysts 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.ナラティブ更新 • Apr 29
U: Future Earnings Power Will Rely On VR Partnership And Margin Expansion
Analysts 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).ナラティブ更新 • Apr 15
U: Platform Refocus And Asset Impairments Will Limit Upside Potential
Analysts 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).ナラティブ更新 • Apr 01
U: Ad Network Exit And Publishing Divestiture Will Support Future Upside Potential
Analysts 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.ナラティブ更新 • Mar 18
U: New Commerce Integration And Web Store Monetization Will Support Future Upside Potential
Analysts 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.ナラティブ更新 • Mar 04
U: Future Earnings Power Will Rely On Rising Long Term Profitability
Analysts 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.ナラティブ更新 • Feb 18
U: Commerce Partnerships And Sharper Profit Focus Will Shape A More Balanced Outlook
Analysts 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.分析記事 • Feb 12
Some Unity Software Inc. (NYSE:U) Shareholders Look For Exit As Shares Take 55% Pounding
Unity Software Inc. ( NYSE:U ) shares have had a horrible month, losing 55% after a relatively good period beforehand...ナラティブ更新 • Feb 04
U: New Commerce Integrations And Distribution Partnerships Will Support Future Upside Potential
Analysts 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).ナラティブ更新 • Jan 21
U: Commerce Platform Tie-Ups Will Likely Sustain An Unsupportive Forward P/E Multiple
Analysts 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.ナラティブ更新 • Jan 07
U: Future Multiple Expansion On Commerce Tie-Ups Will Likely Prove Excessive
Analysts 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.ナラティブ更新 • Dec 14
U: New Ecosystem Partnerships And Commerce Tools Will Support Balanced Risk And Reward
Analysts 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.ナラティブ更新 • Nov 29
U: New Platform Partnerships And Product Expansions Will Support Balanced Risk And Reward
Unity 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.ナラティブ更新 • Nov 15
U: Revenue Forecast Boost and New Product Access Will Drive Stronger Performance
Unity 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.ナラティブ更新 • Nov 01
U: Upskilling Initiatives And Expanded Device Support Will Shape Future Prospects
Analysts 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.ナラティブ更新 • Oct 17
AI Developments And Partnerships With Tencent Will Expand Markets
Unity 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.ナラティブ更新 • Oct 03
AI Developments And Partnerships With Tencent Will Expand Markets
Unity 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.ナラティブ更新 • Sep 06
AI Developments And Partnerships With Tencent Will Expand Markets
Unity 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.ナラティブ更新 • Aug 22
AI Developments And Partnerships With Tencent Will Expand Markets
Unity 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.ナラティブ更新 • Aug 07
AI Developments And Partnerships With Tencent Will Expand Markets
The 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.
新しいナラティブ • Jul 21
What Really Matters For Long-Term Growth
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.Seeking Alpha • Apr 23
Unity Software: Turnaround Looks Promising - Bright Advertising Prospects Ahead
Summary 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$588m |
| Mar 31 2026 | n/a | n/a | -US$673m |
| Dec 31 2025 | US$11m | US$850k | -US$403m |
| Sep 30 2025 | n/a | n/a | -US$436m |
| Jun 30 2025 | n/a | n/a | -US$434m |
| Mar 31 2025 | n/a | n/a | -US$451m |
| Dec 31 2024 | US$52m | US$535k | -US$664m |
報酬と市場: Mattの 総報酬 ($USD 10.57M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Mattの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Matt Bromberg (60 yo)
2.3yrs
在職期間
US$10,574,243
報酬
Mr. Matthew Samuel Bromberg, also known as Matt, J.D. is Chief Executive Officer, President and Director of Unity Software Inc. from May 15, 2024. Mr. Bromberg is Independent Director of Jersey Mike's Subs...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$10.57m | 0.078% $ 14.4m | |
| CFO & Senior VP | 1.7yrs | US$16.82m | 0.016% $ 2.9m | |
| COO & Senior VP | 1.8yrs | US$7.20m | 0.016% $ 2.9m | |
| Senior VP of Product & Technology and Chief AI Officer of Grow | 2.7yrs | US$10.15m | 0.021% $ 3.9m | |
| Co-Founder | 22.1yrs | データなし | データなし | |
| Head of Investor Relations | 1.4yrs | データなし | データなし | |
| Senior VP | less than a year | データなし | 0.070% $ 13.0m | |
| Senior VP & Chief People Officer | no data | データなし | データなし | |
| Senior Vice President of Product of Unity Engine | 1yr | データなし | データなし | |
| Senior Vice President of Engineering | 1yr | データなし | データなし | |
| Senior VP & GM of Industry | 1yr | データなし | データなし | |
| Senior VP & Chief Revenue Officer of Games | 1yr | データなし | データなし |
1.4yrs
平均在職期間
50yo
平均年齢
経験豊富な経営陣: Uの経営陣は 経験豊富 とはみなされません ( 1.4年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$10.57m | 0.078% $ 14.4m | |
| Independent Director | 9.3yrs | US$285.00k | 0.052% $ 9.7m | |
| Lead Independent Director | 17yrs | US$319.98k | 0.25% $ 46.2m | |
| Independent Director | 10.4yrs | US$319.98k | 0.078% $ 14.5m | |
| Chair of the Board | 2.9yrs | US$398.02k | 0.058% $ 10.7m | |
| Independent Director | 9.2yrs | US$310.00k | 0.0041% $ 763.9k | |
| Independent Director | 5.1yrs | US$319.99k | 0.0091% $ 1.7m | |
| Independent Director | less than a year | データなし | 0.0056% $ 1.0m |
7.1yrs
平均在職期間
56yo
平均年齢
経験豊富なボード: Uの 取締役会 は 経験豊富 であると考えられます ( 7.1年の平均在任期間)。
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 | 2026/09/17 17:01 |
| 終値 | 2026/09/17 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 26 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。46
| アナリスト | 機関 |
|---|---|
| David Mak | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Ross Sandler | Barclays |