U · Unity Software Inc. · Webcasts, Transcripts & Audio
$52.81
+2.63 (+5.24%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q2 2026 earnings call transcript
Market Cap
$23.44B
Shares
443.83M
Volume · Nov 13
12.26M
Avg daily vol (3M)
10.97M
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Unity Software Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Unity Software Inc. (U), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-11-05
Unity Software Inc. (U) Q3 2026 Earnings Call
Revenue
$622.09M
▲ 32.2% YoY Diluted EPS
$0.25
Gross margin
81.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-08-06
Unity Software Inc. (U) Q2 2026 Earnings Call Transcript
Revenue
$546.47M
▲ 23.9% YoY Diluted EPS
$-0.05
Gross margin
79.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Unity Software Inc. (U) Q1 2026 Earnings Call Transcript
Confident tone
Vector AI advertising product
Unity AI engine product launch
Capital allocation and balance sheet
Revenue
$508.24M
▲ 16.8% YoY Diluted EPS
$-0.80
Gross margin
30.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Unity Software Inc. (U) Q4 2025 Earnings Call Transcript
Confident tone
Vector advertising growth
Create business return to growth and Unity 6 adoption
Forward-looking guidance and outlook
Revenue
$503.09M*
▲ 10.1% YoY Gross margin
74.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Unity Software Inc. (U) Q3 2025 Earnings Call Transcript
Confident tone
Grow Segment / Vector AI Performance
Create Segment Improvements
Capital Allocation and Cash Generation
Revenue
$470.62M
▲ 5.4% YoY Diluted EPS
$-0.30
Gross margin
74.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Unity Software Inc. (U) Q2 2025 Earnings Call Transcript
Confident tone
Grow Segment Stabilization and Outlook
Unity Vector and AI-driven Ad Performance
Create Segment and Unity 6 Adoption
Revenue
$440.94M
▼ 1.9% YoY Diluted EPS
$-0.26
Gross margin
74.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Unity Software Inc. (U) Q1 2025 Earnings Call Transcript
Confident tone
Unity Vector AI Ad Platform
Guidance and Financial Outperformance
Create Segment and Unity 6
Revenue
$435.00M
▼ 5.5% YoY Diluted EPS
$-0.19
Gross margin
73.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Unity Software Inc. (U) Q4 2024 Earnings Call Transcript
Confident tone
Unity Vector AI ad platform migration
Q1 2025 guidance caution due to transition
Create business and Unity 6 adoption
Revenue
$457.10M*
▼ 25% YoY Gross margin
74.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Unity Software Inc. (U) Q3 2024 Earnings Call Transcript
Confident tone
Leadership team buildout
Non-gaming industry growth
Pricing and subscription model changes
Revenue
$446.52M
▼ 18% YoY Diluted EPS
$-0.31
Gross margin
74.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Unity Software Inc. (U) Q2 2024 Earnings Call Transcript
Positive tone
Customer relationships
Non-gaming / industry vertical
Unity 6 engine release
Revenue
$449.26M
▼ 15.8% YoY Diluted EPS
$-0.32
Gross margin
75.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Unity Software Inc. (U) Q1 2024 Earnings Call Transcript
Confident tone
Grow / monetization improvements
New CEO transition and leadership
Create and Grow integration / holistic game customer
Revenue
$460.38M
▼ 8% YoY Diluted EPS
$-0.75
Gross margin
68.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-26
Unity Software Inc. (U) Q4 2023 Earnings Call Transcript
Positive tone
Grow (ad network / ironSource) monetization
Company reset and portfolio streamlining
CEO search and leadership transition
Revenue
$609.27M*
▲ 35.1% YoY Gross margin
57.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-09
Unity Software Inc. (U) Q3 2023 Earnings Call Transcript
Revenue
$544.21M
▲ 68.5% YoY Diluted EPS
$-0.32
Gross margin
72.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Unity Software Inc. (U) Q2 2023 Earnings Call Transcript
Revenue
$533.48M
▲ 79.6% YoY Diluted EPS
$-0.51
Gross margin
70.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-10
Unity Software Inc. (U) Q1 2023 Earnings Call Transcript
Revenue
$500.36M
▲ 56.3% YoY Diluted EPS
$-0.67
Gross margin
67.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Unity Software Inc. (U) Q4 2022 Earnings Call Transcript
Revenue
$450.97M*
▲ 42.8% YoY Gross margin
69.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-09
Unity Software Inc. (U) Q3 2022 Earnings Call Transcript
Revenue
$322.88M
▲ 12.8% YoY Diluted EPS
$-0.84
Gross margin
65.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Unity Software Inc. (U) Q2 2022 Earnings Call Transcript
Revenue
$297.04M
▲ 8.6% YoY Diluted EPS
$-0.69
Gross margin
67.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Unity Software Inc. (U) Q1 2022 Earnings Call Transcript
Revenue
$320.13M
▲ 36.4% YoY Diluted EPS
$-0.60
Gross margin
70.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-03
Unity Software Inc. (U) Q4 2021 Earnings Call Transcript
Revenue
$315.86M*
▲ 43.4% YoY Gross margin
76.7%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
Unity Software Inc. (U) Q3 2021 Earnings Call Transcript
Revenue
$286.33M
▲ 42.6% YoY Diluted EPS
$-0.41
Gross margin
77.8%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-10
Unity Software Inc. (U) Q2 2021 Earnings Call Transcript
Revenue
$273.56M
▲ 48.4% YoY Diluted EPS
$-0.53
Gross margin
78.9%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-11
Unity Software Inc. (U) Q1 2021 Earnings Call Transcript
Revenue
$234.77M
▲ 40.6% YoY Diluted EPS
$-0.39
Gross margin
75.0%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Unity Software Inc. (U) Q4 2020 Earnings Call Transcript
Revenue
$220.34M*
Gross margin
76.2%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-12
Unity Software Inc. (U) Q3 2020 Earnings Call Transcript
Revenue
$200.78M
▲ 53.3% YoY Diluted EPS
$-0.97
Gross margin
76.3%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
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Key facts
CIK
1810806
CUSIP
91332U101
13F (30d)
497 filings
457 filers
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