U

Unity Software Inc.

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Unity Software Inc..

R40: 34$8.48B
$19.58+1.29 (+7.05%)● Live
Current Narrative

Unity is the leading real-time 3D game engine, powering over 70% of mobile games. After a turbulent 2023 (runtime fee controversy, CEO departure), the company is in turnaround mode under new CEO Matthew Bromberg. Losses are narrowing, FCF is positive, and revenue is stabilizing. The focus is on rebuilding developer trust and capturing growth in gaming, AR/VR, and real-time 3D applications.

Rule of 402025 Q4
33.7
✗ Below 40
Revenue Growth YoY+10.1%
+
FCF Margin+23.7%
History
-11
Q1
2
Q2
8
Q3
-2
Q4
2024 R40 -1
-4
Q1
27
Q2
37
Q3
34
Q4
2025 R40 +24
Company timeline

Earnings release dates

QuarterEnd datePublication dateSource
2025 Q42025-12-312026-02-11Link
2025 Q32025-09-302025-11-06Link
2025 Q22025-06-302025-08-07Link
2025 Q12025-03-312025-05-08Link
2024 Q42024-12-312025-02-20Link
2024 Q32024-09-302024-11-07Link
2024 Q22024-06-302024-08-08Link
2024 Q12024-03-312024-05-09Link
Background

Company History

ExchangeNYSE
IPO DateSep 18, 2020
Shares Outstanding432.99Mi
2025
Turnaround Progress
Under new leadership, losses narrow significantly. FCF turns consistently positive. Developer relations improve.
2024
New CEO & Reset
Matthew Bromberg becomes CEO. Company refocuses on core gaming business, cutting non-core initiatives.
2023
Runtime Fee Crisis
Controversial per-install fee announcement triggers developer revolt. CEO John Riccitiello resigns. Stock drops 50%+.
2022
ironSource Merger
Merges with ironSource in $4.4B deal to strengthen mobile game monetization. Creates Unity Grow division.
2020
IPO
Goes public on NYSE at $52/share, $13.7B valuation. One of the largest gaming tech IPOs ever.
2004
Founding
Founded in Copenhagen by David Helgason, Nicholas Francis, and Joachim Ante to democratize game development.
Leadership

Key Players

Matthew Bromberg
CEO
CEO since May 2024. Former President of Zynga. Brought in to stabilize company after turbulent 2023.
Luis Visoso
CFO
CFO since October 2024. Former CFO at Zynga and Fox Entertainment. Finance veteran with M&A expertise.
Marc Whitten
President, Unity Create
Leads game engine business. Former Amazon VP and Xbox Chief Product Officer at Microsoft.
Stephen Collins
President, Unity Grow
Leads advertising and monetization business. Former ironSource executive, joined via 2022 merger.
Short Interest

Short interest data unavailable for U.