Unity demonstrated strong performance in its Unity Ad Network and formed significant partnerships with Tencent and Scopely. The growth in the Create segment and non-gaming sectors is promising, despite a year-over-year decline in Grow revenue and expected sequential decline in Create for the next quarter. Overall, Unity's strategic initiatives and product enhancements position the company well for future growth.

Company Guidance -

Q3 2025

In Unity Technologies' Q2 2025 earnings call, the company reported exceeding the high end of guidance for both revenue and adjusted EBITDA, with revenue surpassing expectations by $16 million and adjusted EBITDA exceeding by $15 million. The Unity Ad Network's performance, led by Unity Vector, drove a 15% sequential revenue growth, contributing to the overall Grow segment. The Create segment also showed strength, with $154 million in revenue, reflecting a 2% year-over-year and sequential increase, and double-digit subscription growth. Unity highlighted their strategic partnerships with Tencent, Scopely, and Nintendo, underscoring the company's expansion in gaming and non-gaming sectors. The company is also focused on leveraging AI advancements to enhance product offerings and drive future growth, with expectations of mid-single-digit sequential growth in the Grow segment for the third quarter. Unity's strong free cash flow of $127 million and an 83% adjusted gross margin underscore its solid financial standing, positioning the company for continued investment in high-potential initiatives like AI and Unity Vector.

Unity Vector Exceeds Expectations

Unity Vector led to a 15% sequential revenue growth in Q2 2025 within the Unity Ad Network, which is expected to continue in Q3. There are improvements in both volume and quality of new users, providing a 15% to 20% lift.

Partnerships with Tencent and Scopely

Unity announced major multiyear partnerships with Tencent and Scopely. These partnerships are expected to leverage Unity's platform and enhance growth and operations.

Strong Performance in Create Segment

Create segment revenue grew by 16% year-over-year after adjusting for nonstrategic revenues. Unity 6 has registered over 6.6 million downloads, up 50% from the previous quarter.

Record Free Cash Flow

Free cash flow in Q2 2025 was $127 million, an improvement of $47 million year-over-year, driven by profitability and timing of publisher payments.

Positive Momentum in Non-Gaming Sectors

Unity's non-gaming subscription business was the fastest-growing segment, marking a sequential increase for the 10th straight quarter.

Unity Software (U) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

U Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.18 / -	0.221	―	―	―
Aug 06, 2025	2025 (Q2)	0.14 / 0.18	0.268	-32.84% (-0.09)	―
May 07, 2025	2025 (Q1)	0.12 / 0.24	0.352	-31.82% (-0.11)	―
Feb 20, 2025	2024 (Q4)	0.15 / 0.24	0.472	-50.00% (-0.24)	―
Nov 07, 2024	2024 (Q3)	0.14 / 0.22	0.322	-31.37% (-0.10)	―
Aug 08, 2024	2024 (Q2)	0.13 / 0.27	0.229	17.03% (+0.04)	―
May 09, 2024	2024 (Q1)	0.07 / 0.35	0.026	1253.85% (+0.33)	―
Feb 26, 2024	2023 (Q4)	0.23 / 0.47	-0.014	3471.43% (+0.49)	―
Nov 09, 2023	2023 (Q3)	0.17 / 0.32	-0.14	330.00% (+0.46)	―
Aug 02, 2023	2023 (Q2)	0.08 / 0.23	-0.18	227.22% (+0.41)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

U Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$33.94	$31.92	-5.95%
May 07, 2025	$21.32	$20.66	-3.10%
Feb 20, 2025	$21.47	$28.00	+30.41%
Nov 07, 2024	$22.21	$20.50	-7.70%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.