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$40.95 +0.02 (+0.05%)
Russell 1000 member Rebalance outlook locked
Market Cap
$18.29B
Shares
440.09M
Volume · Sep 30 8.77M Avg daily vol (3M) 10.14M

Unity Software Inc. Earnings Call Transcripts

Quarterly earnings calls for Unity Software Inc. (U), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲12.8% $322.88M −$250.02M '22 Q3 22-11-09 ▲42.8% $450.97M −$289.33M '22 Q4 23-02-22 ▲56.3% $500.36M −$253.03M '23 Q1 23-05-10 ▲79.6% $533.48M −$192.16M '23 Q2 23-08-02 ▲68.5% $544.21M −$124.07M '23 Q3 23-11-09 ▲35.1% $609.27M −$252.75M '23 Q4 24-02-26 ▼8% $460.38M −$291.07M '24 Q1 24-05-09 ▼15.8% $449.26M −$125.57M '24 Q2 24-08-08 ▼18% $446.52M −$124.74M '24 Q3 24-11-07 ▼25% $457.10M −$122.73M '24 Q4 25-02-20 ▼5.5% $435.00M −$77.64M '25 Q1 25-05-07 ▼1.9% $440.94M −$108.80M '25 Q2 25-08-06 ▲5.4% $470.62M −$126.36M '25 Q3 25-11-05 ▲10.1% $503.09M −$89.96M '25 Q4 26-02-11 ▲16.8% $508.24M −$347.61M '26 Q1 26-05-07 LATEST ▲23.9% $546.47M −$23.61M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
Unity Software Inc. (U) Q2 2026 Earnings Call
Revenue
$546.47M
▲ 23.9% YoY
Diluted EPS
$-0.05
Gross margin
79.6%
Rev · 8q Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Grow Segment Performance
Revenue
$435.00M
▼ 5.5% YoY
Diluted EPS
$-0.19
Gross margin
73.8%
Rev · 8q Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–24 of 24 earnings calls
Key facts CIK 1810806 CUSIP 91332U101 13F (30d) 8 filings 8 filers Visit website