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Unity Software (U)
NYSE:U
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.14Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -2.39%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook with strong performance in several key areas, including exceeding financial guidance, successful technological advancements, and expansion into new verticals. However, there are challenges such as declines in specific revenue segments and high debt levels. The sentiment remains optimistic, driven by strategic innovations and financial health.Company Guidance
In the call, Unity provided guidance for the second quarter of 2025, forecasting total revenues between $415 million and $425 million and adjusted EBITDA ranging from $70 million to $75 million. In the first quarter of 2025, Unity exceeded expectations, with revenue surpassing the high end of guidance by $20 million and adjusted EBITDA by $19 million. The company highlighted the significant progress of their new AI platform, Unity Vector, which has already shown a 15% to 20% lift in iOS installs and in-app purchases. Unity's subscription revenue in the Create segment grew double digits year-over-year, with Unity 6 achieving over 4.4 million downloads. Additionally, Unity’s transformation towards a high-margin subscription business is evident, as it now constitutes nearly 80% of Create revenue.Exceeded Revenue and EBITDA Guidance
Unity surpassed the top end of their guidance for both revenue and adjusted EBITDA in the first quarter, with revenue exceeding by $20 million and adjusted EBITDA by $19 million.
Successful Migration to Unity Vector
The migration of the Unity ad network to the AI platform Unity Vector was completed ahead of schedule, providing a 15% to 20% lift in installs and in-app purchase value on iOS.
Unity 6 Adoption
Unity 6 saw significant adoption with 4.4 million downloads and 43% of active users already migrated to the new version.
Growth Outside Gaming
The Unity platform experienced growth beyond gaming, with new customers like Phillips, Siemens, and Toshiba Elevator in various industry verticals.
Increased Cash Flow and Strong Balance Sheet
Free cash flow improved by $22 million year-over-year, and Unity maintains a strong balance sheet with $1.5 billion in cash.
U Earnings History
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 |
|---|---|---|---|
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% |
Aug 08, 2024 | $14.36 | $15.54 | +8.22% |
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.
FAQ
When does Unity Software (U) report earnings?
Unity Software (U) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Unity Software (U) earnings time?
Unity Software (U) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is U EPS forecast?
U EPS forecast for the fiscal quarter 2025 (Q2) is 0.14.
