Unity Software shares up 8.2% after upbeat Q2 revenue

Unity Software (U) reported second-quarter 2026 results on August 6, 2026, with shares rising 8.2% in after-hours trading following the release. The company guided total net revenues to be in the range of $505–$515 million, with Strategic revenue expected between $455–$465 million, representing a 29–32% year-over-year increase. Strategic Growth revenue is projected at $302–$306 million, a 50–52% year-over-year rise, while Strategic Create revenue is expected to reach $154–$158 million, up 11–14% year over year. Adjusted EBITDA is forecast to be between $130–$135 million, reflecting 44–49% year-over-year growth.

The Zacks Consensus Estimate for Q2 2026 revenue stood at $511.84 million, with earnings projected at 24 cents. Unity has exceeded these estimates in two of the past four quarters, with an average positive surprise of 7.37%. The company’s performance is attributed to momentum in its Vector AI advertising platform, improved targeting, and product enhancements, as well as growth in Strategic Create and non-gaming verticals like automotive HMI. Cost discipline and operating leverage also contributed to profitability.