Jun 2026 (Q2 FY26) — Aug 6, 2026
Unity Software Inc. Q2 FY26 — Record Performance Driven by Vector Growth and AI Integration
Read the full callUnity Software (U) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Unity Software earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 546 | +23.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -5.9 | +21.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -23.6 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY26 adjusted EBITDA | $130 million to $135 million (44% to 49% YoY growth) | Mar 2026 | Adjusted EBITDA in Q2 was $160 million. Adjusted EBITDA margins were 29% with margins expanding 800 basis points year-over-year. | Achieved |
| Unity GAAP net income profitability timing | GAAP net income profitable by the fourth quarter of 2026 | Mar 2026 | Lastly, we're pleased to report that we're pulling forward our expectation for achieving GAAP net income profitability from the fourth quarter of 2026 to the third quarter of 2026. | Revised Up |
| Q3 FY26 adjusted EBITDA | $185 million to $190 million (33% margin, 69% to 74% YoY growth) | Jun 2026 | We're guiding to third quarter adjusted EBITDA of $185 million to $190 million, implying adjusted EBITDA margins of 33% and adjusted EBITDA growth of 69% to 74%. | New |
1 of Unity Software Inc.'s 43 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 40 more targets are in the full ledger.
Claimed
- Strategic grow revenue increased 63% year-over-year to $329 million.
- Unity Vector achieved 23% quarter-over-quarter growth, reaching an annual run rate of over $1 billion two quarters ahead of schedule.
- Adjusted EBITDA reached $160 million, with margins at 29%, expanding 800 basis points year-over-year.
- Free cash flow increased 59% year-over-year to $202 million, moving the company to a net cash position.
- GAAP net income profitability expectation pulled forward to Q3 2026 from Q4 2026.
Qualified
Price
$40.58 +0.45% · +$0.18
Performance +15.2% 1Y
1Y: $35.24 on 17 Oct 2025 → $40.58. High $49.47 (9 Dec 2025), low $17.13 (23 Feb 2026).
- Previous close
- $40.4
- 52-week range
- $17.13 – $49.47
- One year
- +15.06%
Overview
- Symbol
- U
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY26 adjusted EBITDA | $130 million to $135 million (44% to 49% YoY growth) | Mar 2026 | Adjusted EBITDA in Q2 was $160 million. Adjusted EBITDA margins were 29% with margins expanding 800 basis points year-over-year. | Achieved |
| Unity GAAP net income profitability timing | GAAP net income profitable by the fourth quarter of 2026 | Mar 2026 | Lastly, we're pleased to report that we're pulling forward our expectation for achieving GAAP net income profitability from the fourth quarter of 2026 to the third quarter of 2026. | Revised Up |
| Q3 FY26 adjusted EBITDA | $185 million to $190 million (33% margin, 69% to 74% YoY growth) | Jun 2026 | We're guiding to third quarter adjusted EBITDA of $185 million to $190 million, implying adjusted EBITDA margins of 33% and adjusted EBITDA growth of 69% to 74%. | New |
Claimed
- Strategic grow revenue increased 63% year-over-year to $329 million.
- Unity Vector achieved 23% quarter-over-quarter growth, reaching an annual run rate of over $1 billion two quarters ahead of schedule.
- Adjusted EBITDA reached $160 million, with margins at 29%, expanding 800 basis points year-over-year.
- Free cash flow increased 59% year-over-year to $202 million, moving the company to a net cash position.
- GAAP net income profitability expectation pulled forward to Q3 2026 from Q4 2026.
Qualified
The full ledger
Open Unity Software Inc.’s full ledger
A free account opens 5 company ledgers a month. All 43 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Unity Software Inc. Q1 FY26 — Strong Growth and Path to GAAP Profitability
Read the full callEvery analysed call
Unity Software earnings calls (U)
Financials
What the filings say
Net profit, year on year: +78% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 447 | 457 | 435 | 441 | 471 | 503 | 508 | 546 |
| Operating profit | -127 | -124 | -128 | -119 | -126 | -107 | -351 | -32 |
| Operating margin | −28.5% | −27.1% | −29.4% | −26.9% | −26.7% | −21.2% | −69.1% | −5.9% |
| Interest | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 |
| Profit before tax | -118 | -120 | -76 | -105 | -117 | -97 | -354 | -20 |
| Tax rate | −5.9% | −1.8% | −2.9% | −2.3% | −8.0% | 7.9% | 2.0% | −11.6% |
| Net profit | -125 | -123 | -78 | -109 | -126 | -90 | -348 | -24 |
| EPS ($ per share) | -0.31 | — | -0.19 | -0.26 | -0.30 | — | -0.80 | -0.05 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -515 | -797 | -1,332 | -2,250 | -3,072 | -3,736 | -4,139 |
| Total liabilities | — | 369 | 634 | 2,447 | 4,080 | 3,829 | 3,310 | 3,341 |
| Fixed assets | — | 79 | 96 | 106 | 122 | 141 | 99 | 68 |
| Investments | — | — | — | 681 | 102 | — | — | — |
| Total assets | — | 763 | 2,671 | 4,841 | 7,834 | 7,243 | 6,737 | 6,838 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -81 | -68 | 20 | -111 | -59 | 235 | 316 | 423 |
| Cash from investing | -40 | -220 | -575 | -1,837 | 723 | 44 | -42 | -24 |
| Cash from financing | 148 | 161 | 1,701 | 1,721 | -227 | -174 | -338 | 110 |
| Net cash flow | 27 | -126 | 1,147 | -227 | 439 | 99 | -76 | 536 |
| Capital expenditure | -38 | -27 | -40 | -42 | -57 | -56 | -30 | -19 |
| Free cash flow | -119 | -95 | -20 | -153 | -117 | 179 | 286 | 404 |
U revenue by segment
Create Solutions shrank from 33% to 29% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Grow Solutions | 67% | 67% | 65% | 65% | 68% | 67% | 69% | 71% | +35.4% |
| Create Solutions | 33% | 33% | 35% | 35% | 32% | 33% | 31% | 29% | +2.5% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- EMEA 30% ↓ 6 pt
- US 27% ↓ 1 pt
- Greater China 21% ↑ 6 pt
- Asia Pacific Excluding Greater China 20% ↑ 2 pt
- Other Americas 2% ↓ 1 pt
As U cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
71 filings between Nov 3, 2025 and Oct 13, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$86.22M
54 sales by 8 insiders
31% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 14
- Award — granted as compensation
Also filed: 3 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Helgason David | — | $35.32M | Dec 11, 2025 |
| Bar-Zeev Tomer | — | $28.68M | Dec 12, 2025 |
| Bromberg Matthew S | — | $6.22M | Aug 25, 2026 |
| Yahes Jarrod | — | $6.06M | Aug 25, 2026 |
| Blum Alexander | — | $5.49M | Aug 28, 2026 |
| Barrysmith Mark | — | $3.09M | May 26, 2026 |
| Dovrat Shlomo | — | $1.29M | Nov 11, 2025 |
| Boyden Rebecca Berenice | — | $72.7K | Aug 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 13, 2026 | BOTHA ROELOF Director | Other | 1,164,658 | $0 |
| Aug 28, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale 10b5-1 plan | 11,947 | $524.0K |
| Aug 28, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale 10b5-1 plan | 31,609 | $1.37M |
| Aug 27, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale 10b5-1 plan | 1,964 | $88.0K |
| Aug 25, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale 10b5-1 plan | 19,455 | $880.7K |
| Aug 25, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale 10b5-1 plan | 1,140 | $52.4K |
| Aug 25, 2026 | Bromberg Matthew S President and CEO | Sale | 670 | $30.8K |
| Aug 25, 2026 | Bromberg Matthew S President and CEO | Sale | 15,713 | $711.5K |
| Aug 25, 2026 | Boyden Rebecca Berenice SVP, Chief Legal Officer | Sale | 940 | $42.5K |
| Aug 25, 2026 | Boyden Rebecca Berenice SVP, Chief Legal Officer | Sale | 92 | $4.2K |
| Aug 25, 2026 | Yahes Jarrod SVP, Chief Financial Officer | Sale | 1,200 | $55.1K |
| Aug 25, 2026 | Yahes Jarrod SVP, Chief Financial Officer | Sale | 24,817 | $1.12M |
| Aug 7, 2026 | Durban Egon Director | Other | 21,537 | — |
| Aug 7, 2026 | BOTHA ROELOF Director | Other | 461,106 | $0 |
| Aug 4, 2026 | Lieb Michael Chief Accounting Officer | Award | 38,948 | $0 |
| May 28, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale | 2,099 | $57.4K |
| May 26, 2026 | Boyden Rebecca Berenice SVP, Chief Legal Officer | Sale | 952 | $25.9K |
| May 26, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale | 19,009 | $516.7K |
| May 26, 2026 | Barrysmith Mark Chief Accounting Officer | Sale | 13,247 | $360.1K |
| May 26, 2026 | Bromberg Matthew S CEO and President | Sale | 138,993 | $3.78M |
| May 26, 2026 | Yahes Jarrod SVP, Chief Financial Officer | Sale | 24,021 | $652.9K |
| May 13, 2026 | Whitehurst James M Director | Award | 8,181 | $0 |
| May 13, 2026 | Smith Keisha Director | Award | 10,226 | $0 |
| May 13, 2026 | Kim Bernard Jin Director | Award | 7,995 | $0 |
| May 13, 2026 | Schuler Barry Director | Award | 13,015 | $0 |
| May 13, 2026 | Sisco Daly Robynne Director | Award | 7,995 | $0 |
| May 13, 2026 | Dovrat Shlomo Director | Award | 12,086 | $0 |
| May 13, 2026 | SLTA IV (GP), L.L.C. Director | Award | 16,176 | $0 |
| May 13, 2026 | BOTHA ROELOF Director | Award | 13,201 | $0 |
| May 1, 2026 | Kim Bernard Jin Director | Award | 14,743 | $0 |
| Mar 5, 2026 | Yahes Jarrod SVP, Chief Financial Officer | Sale | 6,205 | $130.5K |
| Mar 2, 2026 | Blum Alexander SVP, Chief Operating Officer | Award | 200,653 | $0 |
| Mar 2, 2026 | Yahes Jarrod SVP, Chief Financial Officer | Award | 200,653 | $0 |
| Mar 2, 2026 | Boyden Rebecca Berenice SVP, Chief Legal Officer | Award | 45,146 | $0 |
| Mar 2, 2026 | Bromberg Matthew S CEO and President | Award | 503,966 | $0 |
| Feb 27, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale 10b5-1 plan | 2,541 | $47.7K |
| Feb 25, 2026 | Barrysmith Mark Chief Accounting Officer | Sale | 10,578 | $191.1K |
| Feb 25, 2026 | Yahes Jarrod SVP, Chief Financial Officer | Sale | 12,196 | $220.4K |
| Feb 25, 2026 | Blum Alexander SVP, Chief Operating Officer | Sale 10b5-1 plan | 10,164 | $183.7K |
| Dec 12, 2025 | Bar-Zeev Tomer Director | Sale | 50,000 | $2.35M |
| Dec 11, 2025 | Bar-Zeev Tomer Director | Sale | 1,377 | $71.7K |
| Dec 11, 2025 | Bar-Zeev Tomer Director | Sale | 37,200 | $1.91M |
| Dec 11, 2025 | Bar-Zeev Tomer Director | Sale | 86,423 | $4.37M |
| Dec 11, 2025 | Helgason David Director | Sale 10b5-1 plan | 8,347 | $410.4K |
| Dec 11, 2025 | Helgason David Director | Sale 10b5-1 plan | 300,000 | $14.75M |
| Dec 11, 2025 | Helgason David Director | Sale 10b5-1 plan | 93,312 | $4.77M |
| Dec 10, 2025 | Helgason David Director | Sale 10b5-1 plan | 306,688 | $15.38M |
| Dec 10, 2025 | Barrysmith Mark Chief Accounting Officer | Sale | 14,407 | $720.5K |
| Dec 1, 2025 | Bar-Zeev Tomer Director | Sale 10b5-1 plan | 62,870 | $2.66M |
| Dec 1, 2025 | Bar-Zeev Tomer Director | Sale 10b5-1 plan | 187,130 | $7.82M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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