earnings
confidence high
sentiment positive
materiality 0.75
Unity beats Q3 expectations: rev $471M (+5%), adj EBITDA $109M (23% margin)
Unity Software Inc.
2025-Q3 EPS
reported -$0.75
vs consensus -$0.24
▼ miss
(-218.3%)
- Revenue $471M (+5% YoY); Create Solutions $152M, Grow Solutions $318M (+6% YoY).
- GAAP net loss $127M ($0.30 loss per share); adjusted EPS $0.20.
- Adjusted EBITDA $109M (23% margin); free cash flow $151M.
- Management cites Unity Vector AI driving Grow performance and exceeding expectations.
- Both revenue and adjusted EBITDA meaningfully exceeded guidance ranges.