Symbols

U

Unity·NYSE

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U fundamentals

U Q4 2025 Earnings

Unity (U) released its earnings on Feb 11, 2026: revenue was 503.09M (YoY +10.06%), beat estimates; EPS was 0.24 (YoY +1.65%), beat estimates.

Revenue / YoY

503.09M

+10.06%

EPS / YoY

0.24

+1.65%

Report date

Feb 11, 2026

U Earnings Call Summary for Q4,2025

Vector Dominance: Q4 2025 saw Vector contribute 56% of Grow revenue, with January 2026 up 72% YoY. Runtime data integration in Q2 2026 aims to supercharge AI recommendations.
AI Democratization: Browser-based Unity Studio and natural language AI authoring tools lower barriers to game creation, targeting non-coders and expanding addressable market.
China Growth: Create business up nearly 50% YoY in China, leveraging mini-apps and local platform compatibility.
Financial Strength: 2025 free cash flow $400M (41% YoY growth), with Q1 2026 EBITDA margin expansion to 25%. IronSource shrinking to <6% of Grow revenue by Q1 2026.
Commerce Play: New monetization tools in Q2 2026 will streamline in-game purchases, enhancing Vector's understanding of consumer behavior.

Earnings

EPS

Revenue

Revenue & Expenses

U has released its 2025 Q4 earnings report, with revenue of 503.09M, reflecting a YoY change of 10.06%, and net profit of -89.39M, showing a YoY change of 27.04%. The Sankey diagram below clearly presents U's revenue sources and cost distribution.

Key Indicators

Unity (U) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Unity (U)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Unity (U)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Unity (U)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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