Announcement • Apr 10
Unity Software Inc. to Report Q1, 2026 Results on May 07, 2026 Unity Software Inc. announced that they will report Q1, 2026 results at 12:30 PM, US Eastern Standard Time on May 07, 2026 Announcement • Mar 30
Unity Software Inc., Annual General Meeting, May 13, 2026 Unity Software Inc., Annual General Meeting, May 13, 2026. Reported Earnings • Feb 12
Full year 2025 earnings: EPS misses analyst expectations Full 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. Price Target Changed • Feb 12
Price target decreased by 12% to US$41.95 Down 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. New Risk • Jan 30
New minor risk - Share price stability The 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). Announcement • Jan 14
Unity Software Inc. to Report Q4, 2025 Results on Feb 11, 2026 Unity Software Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026 Buy Or Sell Opportunity • Jan 07
Now 20% undervalued Over 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. Breakeven Date Change • Dec 31
Forecast to breakeven in 2028 The 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. Recent Insider Transactions • Dec 14
Co-Founder & Independent Director recently sold US$15m worth of stock On 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 11
Co-Founder & Independent Director notifies of intention to sell stock David 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 02
Price target increased by 7.6% to US$44.28 Up 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. Recent Insider Transactions • Nov 28
Chief Accounting Officer recently sold US$1.8m worth of stock On 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 25
Chief Accounting Officer notifies of intention to sell stock Mark 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. Recent Insider Transactions • Nov 14
Independent Director recently sold US$1.3m worth of stock On 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 14
Independent Director notifies of intention to sell stock Shlomo 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. Announcement • Nov 13
Unity Software Inc. Announces Transition of Anirma Gupta from the Role , Senior Vice President and Chief Legal Officer, Effective November 14, 2025 On 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 08
Price target increased by 7.8% to US$39.76 Up 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 06
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third 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. Announcement • Nov 05
Unity Software Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Unity 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 04
Director notifies of intention to sell stock Tomer 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. Announcement • Oct 16
Unity Software Inc. to Report Q3, 2025 Results on Nov 05, 2025 Unity Software Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025 Announcement • Oct 14
Unity Software Inc. Appoints Chris Feo as Senior Vice President of Sales and Partnerships, Programmatic Unity 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. Buy Or Sell Opportunity • Aug 27
Now 20% overvalued after recent price rise Over 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 26
Senior VP & COO notifies of intention to sell stock Alexander 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. Recent Insider Transactions Derivative • Aug 21
Senior VP notifies of intention to sell stock Anirma 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 07
Price target increased by 13% to US$31.10 Up 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. Reported Earnings • Aug 06
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second 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. Recent Insider Transactions Derivative • Aug 03
Director notifies of intention to sell stock Tomer 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 01
Now 21% undervalued Over 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. Announcement • Jul 17
Unity Software Inc. to Report Q2, 2025 Results on Aug 06, 2025 Unity Software Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025 Recent Insider Transactions Derivative • Jul 11
Independent Director notifies of intention to sell stock Shlomo 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 02
Director notifies of intention to sell stock Tomer 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. Announcement • Jun 11
New Unity Audience Hub Doubles Engagement for Brand Campaigns, Unlocking Privacy-First Advertising Across Mobile and CTV Unity 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. Announcement • Apr 21
Unity Software Inc., Annual General Meeting, Jun 11, 2025 Unity Software Inc., Annual General Meeting, Jun 11, 2025. Announcement • Apr 16
Unity Software Inc. to Report Q1, 2025 Results on May 07, 2025 Unity Software Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025 Announcement • Apr 03
Unity Software Inc. Announces Board Resignations, Effective June 9, 2025 On 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. Announcement • Apr 02
Unity to Support Developers Targeting Nintendo Switch 2 for Launch Unity 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. Announcement • Mar 20
Unity Announces Enhanced Engine Performance and Stability, New Platforms, and AI-Powered Workflows at GDC 2025 Unity 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. Announcement • Jan 30
Unity Software Inc. to Report Q4, 2024 Results on Feb 20, 2025 Unity Software Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025 Announcement • Oct 30
Unity Appoints Steve Collins as New Chief Technology Officer Unity 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. Announcement • Oct 17
Unity 6 Launches Globally: Next-Gen Game Development Platform Delivers Enhanced Performance and Stability Unity 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. Announcement • Oct 11
Unity Software Inc. to Report Q3, 2024 Results on Nov 07, 2024 Unity Software Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024 Announcement • Sep 23
Unity Software Inc.(NYSE:U) dropped from FTSE All-World Index (USD) Unity Software Inc.(NYSE:U) dropped from FTSE All-World Index (USD) Announcement • Sep 19
Unity Announces Unity 6 Will Release Globally on October 17, 2024 Unity 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. Announcement • Aug 09
Unity Software Inc. Appoints Jim Payne as Chief Product Officer, Effective August 12, 2024 Unity 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. Announcement • Jul 10
Unity Software Inc. to Report Q2, 2024 Results on Aug 08, 2024 Unity Software Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024