Unity Software Inc. (U) Earnings
Unity Software Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.24. U has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise -173.2% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.24 | $-0.80 | -433.3% | $508M | +1.3% |
| Feb 11, 2026 | $0.20 | $0.24 | +20.0% | $503M | +1.9% |
| Nov 5, 2025 | $0.18 | $0.20 | +8.4% | $471M | +3.9% |
| Aug 6, 2025 | $0.14 | $-0.26 | -287.9% | $441M | +3.1% |
| May 7, 2025 | $0.12 | $-0.19 | -262.3% | $435M | +4.5% |
| Feb 20, 2025 | $-0.35 | $-0.30 | +14.3% | $457M | +5.5% |
| Nov 7, 2024 | $-0.36 | $-0.31 | +13.9% | $447M | +4.3% |
| Aug 8, 2024 | $-0.42 | $-0.32 | +23.8% | $449M | +2.2% |
| May 9, 2024 | $0.07 | $0.15 | +102.9% | $460M | +6.4% |
| Feb 26, 2024 | $0.19 | $0.23 | +21.1% | $609M | +8.3% |
| Nov 9, 2023 | $0.15 | $0.18 | +20.0% | $544M | -1.7% |
| Aug 2, 2023 | $0.06 | $0.07 | +16.7% | $533M | +0.0% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Matt Bromberg mentioned Unity is on an incredible trajectory with strategic revenue growth of 35% year-over-year and best-adjusted EBITDA margin in over two years at 27%. Unity AI went into public beta, with positive response. Vector has been growing with 15% sequential growth for four quarters, and runtime data is being ingested. Jared Yays discussed strong first quarter results, margin expansion, investment in AI, and the upcoming launch of Unity Commerce Platform
Guidance
For the second quarter, guiding to total strategic revenue of $455 million to $465 million, implying year-over-year growth of 29% to 32%. Strategic Grow revenue forecasted to grow 50% to 52% year-over-year, Strategic Create revenue forecasted 11% to 14% year-over-year excluding large customer win impact. Adjusted EBITDA guided to $130 million to $135 million, implying growth of 44% to 49% year-over-year. Expect Unity to be GAAP profitable by the fourth quarter of 2026
Segment performance
Strategic Grow revenue in the first quarter was $279 million, representing 49% year-over-year growth. Strategic Create revenue was $154 million, up 15% year-over-year. Grow revenue contribution was 49% of total strategic revenue, while Create was 34%
Risks & headwinds
Discussion of forward-looking statements being subject to risks, uncertainties, and assumptions. Actual results may differ from expectations
Analyst Q&A
Q: Matthew Kost asked about Unity AI and Commerce.
A: Matt Bromberg talked about Unity AI's specific tuning for game development and Jared Yays discussed working with high-profile partners on Commerce and its potential.
Q: Alec Rondolo asked about Vector growth, runtime data, and Unity AI beta.
A: Jared Yays explained Vector's growth as a result of product improvements, signal enhancements, and runtime data's potential.
Q: James Heaney asked about growth composition and margin levers.
A: Jared Yays discussed growth drivers and margin expansion opportunities including strategic actions and Supersonic divestiture.
Q: Vasily Karasiov asked about Vector performance domestically and internationally.
A: Answered about broad strength in Vector growth across all geographies.
Q: Clark Lampin asked about Create business and M&A amortization.
A: Matt Bromberg discussed Create business opportunities and Jared Yays provided details on M&A amortization.
Q: Andrew Boone asked about AI and Create's non-game portion.
A: Matt Bromberg talked about business model evolution and Create's non-game strength.
Q: Jason Bazinet asked about Vector growth drivers and conversion rates.
A: Answered about multifaceted Vector growth drivers.
Q: Omar Dessouski asked about cloud costs and contribution margin.
A: Answered about cloud cost considerations and investment focus.
Q: Bernie McTernan asked about runtime data and revenue contribution.
A: Answered about runtime data's long-term quality enhancement.
Q: Benjamin Black asked about Vector upgrades and capital allocation.
A: Matt Bromberg discussed Vector upgrades and Jared Yays talked about capital allocation on organic growth and product roadmap