earnings
confidence high
sentiment positive
materiality 0.75
Unity Q2 revenue $546.5M (+24% YoY); Q3 guidance strong; Supersonic sold
Unity Software Inc.
- Total revenue $546.5M, up 24% YoY; Strategic revenue $486.4M, up 38% YoY.
- Strategic Grow revenue $329.0M (+63% YoY); Strategic Create revenue $157.5M (+5% YoY, +14% ex one-time item).
- Q3 2026 guidance: Strategic revenue $540-550M (up 44-47% YoY); Adjusted EBITDA $185-190M (up 69-74% YoY).
- Supersonic business sold on August 4, 2026; Q3 Non-Strategic revenue guidance of $20M includes ~1 month of Supersonic.
- CEO Matt Bromberg calls Q2 'the best quarter in Unity's history as a public company.'