Unity Software Inc.

NYSE:U 株式レポート

時価総額：US$11.9b

Unity Software 過去の業績

過去 基準チェック /06

Unity Softwareは0.1%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで22.5%毎年増加している。売上は成長しており、年平均13.9%の割合である。

主要情報

0.14%

収益成長率

9.95%

EPS成長率

Software 業界の成長17.33%
収益成長率13.92%
株主資本利益率-20.69%
ネット・マージン-34.99%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • Jun 11

Unity Keeps Thriving Despite Gaming Industry Woes

Summary Unity Software delivered excellent Q1 results, and Q2 guidance was similarly upbeat. U's strategic focus on indie and small studio developers, combined with a leaner cost structure, positions it to benefit as the industry shifts away from blockbuster triple-A titles. Vector AI-driven advertising is a key growth driver, with Vector revenues up 80% YoY and the Grow division guiding for ~50% growth in Q2. Recent stock pullback from $32 to $27 presents a renewed buying opportunity ahead of Q2 results, as I expect another set of strong results. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • Sep 06

Subdued 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 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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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.
分析記事 • Jul 16

Optimistic Investors Push Unity Software Inc. (NYSE:U) Shares Up 25% But Growth Is Lacking

Despite an already strong run, Unity Software Inc. ( NYSE:U ) shares have been powering on, with a gain of 25% in the...
分析記事 • Jun 29

Estimating 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...
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 Alpha
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新しいナラティブ • Mar 20

Partnership 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.
Seeking Alpha • Mar 19

Unity Software: Credible Turnaround

Summary 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 21

Unity Software: Tough Transition Still In The Works

Summary 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 31

Unity Software: DeepSeek And A New Executive Team Could Change The Narrative

Summary 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
Seeking Alpha • Dec 31

Unity Software: Bullish As It Returns To Growth In 2025

Summary 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 25

Unity'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
Seeking Alpha • Oct 26

Unity Software: Possible Turnaround Opportunity If Sales Improve

Summary 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
Seeking Alpha • Sep 20

Unity Software: What Really Matters For Long-Term Growth

Summary 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
Seeking Alpha • Sep 13

I 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 21

Unity: Monetization Issues Will Take Time To Address

Summary 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 15

Unity Software Has More To Lose Before Growth Is Reignited

Summary 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

収支内訳

Unity Software の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:U 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,923-673894963
31 Dec 251,850-403916930
30 Sep 251,804-436931896
30 Jun 251,780-434944865
31 Mar 251,788-451879858
31 Dec 241,813-6641,012877
30 Sep 241,965-7941,095887
30 Jun 242,063-7931,131914
31 Mar 242,147-8601,263974
31 Dec 232,187-8221,2331,054
30 Sep 232,029-8591,2021,063
30 Jun 231,808-9851,1241,071
31 Mar 231,571-9971,0081,019
31 Dec 221,391-921871959
30 Sep 221,256-793734894
30 Jun 221,219-659693824
31 Mar 221,196-603672763
31 Dec 211,111-533693696
30 Sep 211,015-454579607
30 Jun 21929-484533545
31 Mar 21840-363455476
31 Dec 20772-282471404
30 Sep 20710-317366357
30 Jun 20640-260333304
31 Mar 20582-267316278
31 Dec 19542-273314256
31 Dec 18381-132226204

質の高い収益: Uは現在利益が出ていません。

利益率の向上: Uは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: Uは利益を出していないが、過去 5 年間で年間0.1%の割合で損失を削減してきた。

成長の加速: Uの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: Uは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.2% ) と比較することは困難です。

株主資本利益率

高いROE: Uは現在利益が出ていないため、自己資本利益率 ( -20.69% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/15 08:12
終値2026/06/15 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。46

アナリスト機関
David MakArete Research Services LLP
Richard KramerArete Research Services LLP
Ross SandlerBarclays