正在加载公司
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
US$622.1M
+32% y/y
+14% q/qGuided
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.
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
- 精选
Digital advertising
由 InspectStocks 整理 · 18 companies
Companies that sell ads online, and the software that buys and places them.
- 股价，1 年
- +10.0%
- 营收，1 年
- +19.8%
+12A 9B 4C 2D 2F 1
- 精选
Video games
由 InspectStocks 整理 · 9 companies
Publishers and platforms that make and sell games.
- 股价，1 年
- -11.4%
- 营收，1 年
- +20.3%
+3A 3B 3C 2D 1
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
SAPSAP SEUS$287.5BA+
SHOPShopify Inc.US$189.5BA+
CRMSalesforce, Inc.US$179.1BA+
ADPAutomatic Data Processing, Inc.US$121.6BA+
SNOWSnowflake Inc.US$105.4BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Grow Solutions advertising and monetization services70%
- Create Solutions subscriptions and related services30%
各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。
竞争对手
卖什么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.
再显示 2 项
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.
谁在买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.
再显示 2 项
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- San Francisco, California
- 成立于
- 2004
- 员工人数
- 4,412 (December 31, 2025, high)
- 上市于
- NYSE
- 财年结束
- December 31
基于 Unity Software Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。