Ações Unity Software Inc. (U) — é um bom negócio?

Ações Unity Software Inc. (U) — é um bom negócio? — InspectStocks

Just reported

Q3 2026 results

From Unity Software's results release of 5 de novembro de 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 622,1M
+32% y/y
+14% q/q
Guided
US$ 545M
midpoint
Above guide+14%
EPS, GAAP
Actual
US$ 0,25
Guided
—
No guide given
EPS, adjusted: US$ 0,44
Operating income, GAAP
Actual
US$ 100,6M
Guided
—
No guide given

Company outlook

Q4 2026

RevenueUS$ 683M – US$ 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.

Como ganha dinheiro

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

As participações na receita são estimativas para six months ended June 30, 2026, não números de um relatório oficial.

Concorre com

O que vende5

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.

Mostrar mais 2

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.

Quem compra5

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.

Mostrar mais 2

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.

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

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.

O que pode dar errado

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.

Demonstrações financeiras completas →

Sobre a Unity Software Inc.

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.

Sede: San Francisco, California
Fundada em: 2004
Funcionários: 4,412 (December 31, 2025, high)
Listada em: NYSE
Fim do exercício: December 31

Construído a partir dos próprios documentos de Unity Software Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.

Just reported

Q3 2026 results

From Unity Software's results release of 5 de novembro de 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 622,1M
+32% y/y
+14% q/q
Guided
US$ 545M
midpoint
Above guide+14%
EPS, GAAP
Actual
US$ 0,25
Guided
—
No guide given
EPS, adjusted: US$ 0,44
Operating income, GAAP
Actual
US$ 100,6M
Guided
—
No guide given

Company outlook

Q4 2026

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

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.

Grade rose recently in Technology

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

Como ganha dinheiro

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

As participações na receita são estimativas para six months ended June 30, 2026, não números de um relatório oficial.

Concorre com

O que vende5

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.

Mostrar mais 2

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.

Quem compra5

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.

Mostrar mais 2

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.

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

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.

O que pode dar errado

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.

Demonstrações financeiras completas →

Sobre a Unity Software Inc.

Sede: San Francisco, California
Fundada em: 2004
Funcionários: 4,412 (December 31, 2025, high)
Listada em: NYSE
Fim do exercício: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Como ganha dinheiro

Concorre com

O que vende5

Quem compra5

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a Unity Software Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Como ganha dinheiro

Concorre com

O que vende5

Quem compra5

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a Unity Software Inc.

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Unity Software Inc.

Digital advertising

Video games

Crescimento e caixa — 5 de 5

Tendência do negócio

Preço da ação e nota ao longo do tempo

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Como ganha dinheiro

Concorre com

O que vende5

Quem compra5

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a Unity Software Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Como ganha dinheiro

Concorre com

O que vende5

Quem compra5

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a Unity Software Inc.

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Unity Software Inc.

Desempenho passado

Digital advertising

Video games

Crescimento e caixa — 5 de 5

Tendência do negócio

Preço da ação e nota ao longo do tempo