Unity Software Inc.
U · Price history
Price at last available close
$40.10
+$0.24 (+0.60%) 1M
2026-10-27
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Company & revenue
About Unity Software Inc.
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Unity Software Inc. provides a foundational platform for developing and operating interactive, real-time 3D content. This comprehensive platform offers robust software solutions that empower users to create, deploy, and monetize dynamic 2D and 3D content across a wide array of devices, including mobile phones, tablets, personal computers, gaming consoles, and augmented and virtual reality hardware. The company serves a diverse professional base, assisting content creators, software developers, artists, designers, engineers, and architects in bringing their interactive 2D and 3D visions to life.
How they make money
Unity generates revenue primarily through a subscription-based model for its software development tools and through monetization solutions. The company provides Create Solutions, which are subscription-based tools for building 3D content, and Grow Solutions, which include advertising networks and mediation platforms that allow developers to monetize their applications through in-app ads and user acquisition services.
Products & services
Unity provides a comprehensive software platform for creating, operating, and monetizing interactive, real-time 2D and 3D content. Key offerings include the Unity Engine, development tools, cloud-based services, and monetization products such as the Unity Ad Network and mediation platforms.
Brands & revenue mix
The core real-time 3D development platform.
Separate brand revenue is not available in this research.Source
Advertising and monetization platform for mobile applications.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer concentration
No quantified customer-concentration disclosure is available in the current saved research.
Suppliers, materials & equipment
- Cloud Infrastructure Providers — The company relies on third-party cloud service providers to host its cloud-based services and infrastructure; the specific providers are unnamed.Source
Business relationships & partnerships
- Telecom Operators — Unity partners with telecom operators to integrate Aura from Unity, enabling on-device app discovery and user engagement throughout the device lifecycle.Source
Competitors
- Epic Games — Competes directly in the game engine and real-time 3D development tools market with its Unreal Engine.Source
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
26
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
44
Weak
Financial Strength
52
Business Quality / Moat
63
Management
25
Growth Quality
45
Risk / Durability
16
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
39
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
45/100
Building Historical Record
Model Score 45/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Balance-sheet / debt profile scores strongly
- •Debt service risk
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
- •Asset quality is a weaker factor
Company-specific research
Questions worth answering for U
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can U maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is U's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Does U's balance between cash and debt leave enough flexibility if business conditions weaken?
- •What specifically needs to improve for U to reach sustainable profitability?
- •What future growth or profitability would be needed to justify U's current valuation?
Essential Investment Snapshot
Wall Street Score
26
Opportunity Score
39
Market Cap
$17.65B
P/E Ratio
-31.7
EPS
$-1.36
52-Week High
$52.15
52-Week Low
$16.78
Beta
2.06
Analyst Target
$47.55
Shares Outstanding
420.9M
Total Revenue
$2.03B
Total Debt
$2.32B
Dividend
No current dividend
Liquidation Value / Share
$7.86
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Weakening momentum
Elevated movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for U
Detected from reported data — verify before acting.Debt service risk
Interest coverage is low (~-20.0x). Earnings may be strained to cover interest expense.
Community Sentiment
0 active · 0 total callsNo personal call yet on U.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Market-leading real-time 3D development engine.
- +Comprehensive end-to-end platform for creation and monetization.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Software - Application industry.
- −Dependence on third-party platforms and app stores.
- −Intense competition in the software and advertising markets.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
2 historical score records availablePrevious Score
26
Jul 24, 2026
Change
-0.3
points
Current Score
26
Oct 1, 2026
Category Changes
U decreased 0.3 points because Asset declined by 3.4 points, Capital declined by 7 points.
Positive Contributors
- + Revenue improved by 5.2 points
Negative Contributors
- − Asset declined by 3.4 points
- − Capital declined by 7 points
Projected Score
Projected Score
30
Projected Change
+4.0 points
Preliminary comparable-period financial changes suggest improvement of approximately 4.0 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailableCurrent Price
$40.10
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.03B | $1.85B | $1.81B | $2.19B | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $712.9M | $477.7M | $480.9M | $733.7M | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $1.32B | $1.37B | $1.33B | $1.45B | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $1.03B | $929.5M | $924.8M | $1.05B | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $904.7M | $921.4M | $1.16B | $1.23B | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $1.93B | $1.85B | $2.09B | $2.29B | ···· | ···· | ···· | ···· | ···· |
| EBITDA | -$84.2M | $89.8M | -$234.6M | -$209.3M | ···· | ···· | ···· | ···· | ···· |
| Operating Income | -$616.0M | -$479.1M | -$755.1M | -$832.8M | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $24.1M | $24.0M | $23.5M | $24.6M | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | -$588.8M | -$395.2M | -$667.1M | -$797.8M | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | -$3.5M | $6.3M | -$2.8M | $28.5M | ···· | ···· | ···· | ···· | ···· |
| Net Income | -$586.9M | -$402.8M | -$664.1M | -$822.0M | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $-1.36 | $-0.96 | $-1.68 | $-2.16 | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 438M | 421M | 396M | 380M | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 438M | 421M | 396M | 380M | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$546.5M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
-$0.05
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-0.9%
Cash Change
+39.1%
Margin Change
+20.4 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
- Debt reduced
Potential Score Impact
Positive indicators included revenue growth, cash levels, debt levels, net income margin. Pressure indicators included EPS growth. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 23.9%. EPS declined 80.8%. Cash increased 39.1%. Total debt declined 0.9%. Net income margin improved by 20.4 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
48
Smart Money
48
Number of Gurus
2
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
2 historical records2 historical score records available.
Historical Score Chart
2 of 2 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · U
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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