Unity Software Inc.

NYSE:U Aktierapport

Börsvärde: US$11.5b

Unity Software Förvaltning

Förvaltning kriterier kontrolleras 3/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Matt Bromberg

Verkställande direktör

US$10.6m

Total ersättning

VD-lön i procent8.04%
Anställning som VD2yrs
Ägande av VD0.04%
Ledningens genomsnittliga anställningstid1.3yrs
Styrelsens genomsnittliga mandatperiod5.7yrs

Senaste uppdateringar av ledningen

Recent updates

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).

Unity: Too Uncertain To Trust The Turnaround

Apr 17

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).

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.

U: The Great Pivot Toward AI-Powered Monetization

Unity Software Inc. (U) is currently undergoing one of the most significant strategic overhauls in its history, attempting to shed its image as a struggling "growth-at-all-costs" firm.

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.

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.

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.

Some Unity Software Inc. (NYSE:U) Shareholders Look For Exit As Shares Take 55% Pounding

Feb 12
Some Unity Software Inc. (NYSE:U) Shareholders Look For Exit As Shares Take 55% Pounding

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).

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.

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.

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.

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.

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.

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.

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.

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.

Subdued Growth No Barrier To Unity Software Inc. (NYSE:U) With Shares Advancing 37%

Sep 06
Subdued Growth No Barrier To Unity Software Inc. (NYSE:U) With Shares Advancing 37%

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.

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.

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.
User avatar

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.

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

Jul 16
Optimistic Investors Push Unity Software Inc. (NYSE:U) Shares Up 25% But Growth Is Lacking

Estimating The Fair Value Of Unity Software Inc. (NYSE:U)

Jun 29
Estimating The Fair Value Of Unity Software Inc. (NYSE:U)

Could Apple Buy Unity? How This Analyst's Spicy Prediction May Impact U's Narrative

Jun 02
Could Apple Buy Unity? How This Analyst's Spicy Prediction May Impact U's Narrative

Unity Software: Turnaround Looks Promising - Bright Advertising Prospects Ahead

Apr 23
User avatar

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.

Unity Software: Credible Turnaround

Mar 19

Unity Software: Tough Transition Still In The Works

Feb 21

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

Jan 31

Unity Software: Bullish As It Returns To Growth In 2025

Dec 31

Unity's Potential Turnaround, Will It Pull It Off?

Nov 25

Unity Software: Possible Turnaround Opportunity If Sales Improve

Oct 26

Unity Software: What Really Matters For Long-Term Growth

Sep 20

I Was Wrong On Unity: The Runtime Fee Rally Is An Exit Opportunity (Ratings Downgrade)

Sep 13

Unity: Monetization Issues Will Take Time To Address

Aug 21

Unity Software Has More To Lose Before Growth Is Reignited

Aug 15

Is Unity Software A Good Buy Ahead Of Its Q2 Results?

Aug 05

Unity: Catching A Falling Knife Could Hurt Badly (Downgrade)

Jul 03

Unity: All Talk, No Progress

Jun 27

Analys av ersättningar till VD

Hur har Matt Bromberg:s ersättning förändrats jämfört med Unity Software:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025US$11mUS$850k

-US$403m

Sep 30 2025n/an/a

-US$436m

Jun 30 2025n/an/a

-US$434m

Mar 31 2025n/an/a

-US$451m

Dec 31 2024US$52mUS$535k

-US$664m

Ersättning vs marknad: Matt s total kompensation ($USD 10.57M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.54M ).

Ersättning vs inkomst: Ersättningen från Matt har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Matt Bromberg (59 yo)

2yrs
Anställning
US$10,574,243
Kompensation

Mr. Matthew Samuel Bromberg, also known as Matt, is Chief Executive Officer, President and Director of Unity Software Inc. from May 15, 2024. Mr. Bromberg served as Senior Advisor at Blackstone Inc. since...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Matthew Bromberg
CEO, President & Director2yrsUS$10.57m0.040%
$ 4.6m
Jarrod Yahes
CFO & Senior VP1.3yrsUS$16.82m0.17%
$ 19.2m
Alexander Blum
COO & Senior VP1.5yrsUS$7.20m0.016%
$ 1.8m
Felix The
Senior VP of Product & Technology and Chief AI Officer of Grow2.3yrsUS$10.15m0.12%
$ 13.6m
Joachim Ante
Co-Founder21.8yrsinga uppgifteringa uppgifter
Mark Barrysmith
Chief Accounting Officer4yrsUS$5.99m0.088%
$ 10.1m
Alexander Giaimo
Head of Investor Relations1.1yrsinga uppgifteringa uppgifter
Rebecca Boyden
Senior VPless than a yearinga uppgifteringa uppgifter
Giancarlo Fasolo
Senior VPless than a yearinga uppgifteringa uppgifter
Marisa Eddy
Senior VP & Chief People Officerno datainga uppgifteringa uppgifter
Adam Smith
Senior Vice President of Product of Unity Engineless than a yearinga uppgifteringa uppgifter
Shanti Gaudreault
Senior Vice President of Engineeringless than a yearinga uppgifteringa uppgifter
1.3yrs
Genomsnittlig anställningstid
50.5yo
Genomsnittlig ålder

Erfaren ledning: U s ledningsgrupp anses inte vara erfaren ( 1.3 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Matthew Bromberg
CEO, President & Director2yrsUS$10.57m0.040%
$ 4.6m
Egon Durban
Independent Director8.9yrsUS$285.00k0.037%
$ 4.3m
Shlomo Dovrat
Independent Director4.3yrsUS$294.98k0.045%
$ 5.2m
Roelof Botha
Lead Independent Director16.7yrsUS$319.98k0.14%
$ 15.7m
Barry Schuler
Independent Director10.1yrsUS$319.98k0.076%
$ 8.8m
James Whitehurst
Chair of the Board2.6yrsUS$398.02k0.055%
$ 6.3m
Robynne Sisco Daly
Independent Director8.8yrsUS$310.00k0.0024%
$ 276.7k
Keisha Smith-Jeremie
Independent Director4.8yrsUS$319.99k0.0067%
$ 775.8k
Mary Campbell
Independent Director5.7yrsUS$295.00k0.0087%
$ 1.0m
5.7yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder

Erfaren styrelse: U s styrelse anses vara erfaren ( 5.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 05:12
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Unity Software Inc. bevakas av 45 analytiker. 25 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
David MakArete Research Services LLP
Ross SandlerBarclays
X. LuBarclays