U

Unity Software Inc.

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

R40: 34$10.67B
$24.64+1.84 (+8.05%)● 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.

News

Latest Coverage

NewsFeb 15

Unity Beat Earnings and Crashed 34%. Here's Why.

Unity posted its best quarter in years — record Vector growth, Create stabilizing, stock comp slashed. Then the stock dropped 34% on soft Q1 guidance. Value trap or gift?

R40
NewsFeb 11

Unity Q4 2025: Revenue $503M, losses narrow

Revenue up 10% YoY, EPS -$0.21 (improving). Strong FCF of $119M. Turnaround showing progress.

Earnings
In-DepthFeb 3

The Rule of 40: What It Tells You About a Company and What It Doesn't

The origin, evolution, and practical application of the Rule of 40 as a composite indicator for evaluating growth companies with Palantir and Upstart as real-world case studies.

R40
NewsNov 6

Unity Q3 2025 beats expectations

Revenue $471M, FCF $151M. Gaming recovery and cost discipline driving improvement.

Earnings
NewsMay 8

Unity announces strategic reset under new CEO

Matthew Bromberg outlines turnaround plan: focus on core gaming, cut costs, improve developer relations.

Reuters
NewsMay 15

Unity appoints Matthew Bromberg as CEO

Former Zynga president takes over after John Riccitiello resignation. Signals return to gaming focus.

Bloomberg
See all news →
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
Revenue
2025Q4$503.0M
*Qtr, USD
EPS
2025Q4$0.21
*Qtr, USD per share
P/E Ratio

Not enough data for a chart yet.

*Qtr, x
Free cash flow
0
2025Q4$119.0M
*Qtr, USD
Shares
Loading...
Cumulative FCF
0
2025Q4$870.0M
*Running total, USD
Company timeline

Earnings release dates

QuarterEnd datePublication dateSource
2026 Q12026-03-312026-05-07 (upcoming)Link
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.

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