earnings
confidence high
sentiment positive
materiality 0.80
Unity Q1 revenue $508M (+17% YoY); guides Q2 strategic revenue up ~30%
Unity Software Inc.
2026-Q1 EPS
reported -$0.80
vs consensus -$0.24
▼ miss
(-238.3%)
- Total revenue $508M (+17% YoY); Strategic revenue $432M (+35%).
- Strategic Grow revenue $279M (+49%); Strategic Create $154M (+15%).
- Non-Strategic revenue fell 34% to $76M due to ironSource sunset and Supersonic exit.
- Q2 guidance: Total rev $505-515M; Adj EBITDA $130-135M (+44-49% YoY).
- CEO cites exceptional revenue growth and margin expansion; no EPS disclosed.