Unity Software Inc.

U · NYSE · ·

比較

$50.20+1.1%11月12日終値

2026年9月30日までの数値（2026年11月5日提出の10-Qより）

1W: -2.5%
1M: +21.3%
3M: +8.5%

Unity Software Inc.（U）株——良い事業でしょうか？ — InspectStocks

Unity Software Inc.

U · NYSE · ·

比較

$50.20+1.1%11月12日終値

2026年9月30日までの数値（2026年11月5日提出の10-Qより）

1W: -2.5%
1M: +21.3%
3M: +8.5%

Just reported

Q3 2026 results

From Unity Software's results release of 2026年11月5日; its quarterly report has since been filed.

Revenue
Actual
$622.1M
+32% y/y
+14% q/q
Guided
$545M
midpoint
Above guide+14%
EPS, GAAP
Actual
$0.25
Guided
—
No guide given
EPS, adjusted: $0.44
Operating income, GAAP
Actual
$100.6M
Guided
—
No guide given

Company outlook

Q4 2026

Revenue$683M – $691M+37% y/y First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Unity Software is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Software Application

Graded A or B and worth $2B or more: A first, then the largest.

All 219 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

Grow Solutions advertising and monetization services70%
Create Solutions subscriptions and related services30%

売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか5

Unity development environment and 3D engine
Software developers use to create and run two-dimensional and three-dimensional games and interactive experiences, then adapt them for different devices.
Unity Ads Network and Unity Vector
Advertising products that help mobile application publishers sell ad space to advertisers. Unity Vector powers the Unity Ads Network.
Unity cloud services
Online services for managing creative files, supporting development work, and running multiplayer games.

さらに2件を表示

Unity mediation platform and offerwall
Tools that help mobile application publishers manage advertising and let users access in-app rewards in exchange for actions such as engaging with an advertisement.
Aura from Unity
A service that helps application developers promote app discovery on devices and helps mobile carriers engage their customers.

誰が買っているか5

Game studios and independent game developers, which subscribe to Unity's creation tools and may also use its publishing or advertising services.
Developers making applications and interactive experiences outside gaming, including companies in automotive, manufacturing, healthcare, retail, and architecture.
Mobile application publishers, which use Unity's advertising tools to sell ad space in their applications.

さらに2件を表示

Advertisers, which pay to place advertisements in mobile applications or on devices.
Mobile carriers and device makers, which can use app discovery and advertising services.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Unity's software must work with third-party devices, operating systems, application stores, and other software that customers use to build and distribute their products.
2Unity relies on outside data centers and cloud infrastructure providers to host some of its services.
3Advertising revenue depends on available ad space, user activity, and continued participation by publishers, advertisers, and other partners.
4A substantial part of Unity's business serves customers in gaming, so changes in the fortunes of game developers or their games can affect demand.

うまくいかなくなる可能性

1Changes to the rules, fees, or technical requirements of mobile operating systems and application stores could affect how Unity and its customers distribute or monetize applications.
2Unity depends in part on game-industry customers; problems affecting customers or their games could reduce demand for Unity's tools and services.
3Rapid changes in development tools, advertising technology, and artificial intelligence could make Unity's products less suited to customer needs or increase competition for customers.

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Unity Software Inc.について

Unity sells tools that developers use to make games and other interactive experiences, then adapt them for mobile phones, computers, consoles, and other devices. Its development software includes tools for graphics, animation, sound, and collaboration, with cloud services for storing work and running online games. It also helps mobile applications sell advertising space and earn money from users. Customers use its creation tools in industries including gaming, automotive, manufacturing, and healthcare.

本社: San Francisco, California
設立: 2004
従業員数: 4,412 (December 31, 2025, high)
上場市場: NYSE
決算期: December 31

Unity Software Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported