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Unity Software (U)
NYSE:U
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Unity Software (U) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 29, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.21
Last Year’s EPS
0.24
Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance in both the Grow and Create segments, driven by significant product advancements and strategic expansions. However, there is a cautious note regarding sequential growth in the Grow segment and regional revenue dependence.
Company Guidance
During Unity Technologies' Q3 2025 earnings call, the company exceeded its guidance and consensus expectations for both revenue and adjusted EBITDA. The Grow segment experienced an 11% quarter-over-quarter revenue increase, driven by Vector AI, while the Create segment saw a 13% year-over-year growth in subscription software after excluding nonstrategic revenue. Adjusted EBITDA reached $109 million, representing a 23% margin and a 200 basis point improvement year-over-year. Unity reported record free cash flow of $151 million, up $36 million from the previous year. For Q4, Unity provided guidance for revenues between $480 million and $490 million and adjusted EBITDA ranging from $110 million to $115 million, with expectations for mid-single-digit sequential growth in the Grow segment and steady revenue growth in the Create segment.
Record Growth in Grow Segment
The Grow segment experienced an 11% quarter-over-quarter lift, driven by Vector AI, and added $30 million of high-margin incremental revenue.
Create Segment Success
Create subscription software business increased 13% year-over-year after backing out nonstrategic revenue, indicating significant product improvements and customer engagement.
Expansion into Cross-Platform Commerce
Unity announced expansion into cross-platform commerce with Unity IAP, partnering with Stripe and Coda, aiming to capitalize on the $120 billion in-app purchase market.
Adoption of Unity 6
Unity 6 has registered over 9.4 million downloads, a 42% increase from last quarter, indicating strong adoption and customer satisfaction.
Strong Financial Performance
Unity reported record free cash flow of $151 million in Q3, an improvement of $36 million year-over-year, showcasing successful restructuring efforts.

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

U Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 29, 2026
2025 (Q4)
0.21 / -
0.236
Nov 05, 2025
2025 (Q3)
0.18 / 0.20
0.221-9.50% (-0.02)
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
0.22917.03% (+0.04)
May 09, 2024
2024 (Q1)
0.07 / 0.35
0.0261253.85% (+0.33)
Feb 26, 2024
2023 (Q4)
0.23 / 0.47
-0.0143471.43% (+0.49)
Nov 09, 2023
2023 (Q3)
0.17 / 0.32
-0.14330.00% (+0.46)
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
Nov 05, 2025
$35.87$42.36+18.09%
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%
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 Jan 29, 2026, After Close (Confirmed).
    What is Unity Software (U) earnings time?
    Unity Software (U) earnings time is at Jan 29, 2026, After Close (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 (Q4) is 0.21.

            Unity Software (U) Earnings News

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