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Unity

Unity (U) Q3 2025 Earnings

Reported Nov 5, 2025 at 7:00 AM ET · SEC Source

Q3 25 EPS

$0.20

BEAT +188.57%

Est. $-0.23

Q3 25 Revenue

$470.6M

BEAT +3.87%

Est. $453.1M

vs S&P Since Q3 25

-38.1%

TRAILING MARKET

U -26.7% vs S&P +11.4%

Market Reaction

Did U Beat Earnings? Q3 2025 Results

Unity Software delivered a decisive earnings beat in Q3 2025, posting adjusted EPS of $0.20 against a consensus estimate of negative $0.23, a swing of 188.57% that underscored the company's accelerating profitability recovery. Revenue came in at $470… Read more Unity Software delivered a decisive earnings beat in Q3 2025, posting adjusted EPS of $0.20 against a consensus estimate of negative $0.23, a swing of 188.57% that underscored the company's accelerating profitability recovery. Revenue came in at $470.62 million, ahead of the $453.06 million consensus by 3.87% and up 5.4% year-over-year, with Grow Solutions leading the way at $318.00 million, a 6% annual gain powered by the Unity Ad Network and its Unity Vector AI engine. That AI-driven advertising platform proved to be the single most material driver of the quarter, enabling stronger monetization across the network while Create Solutions contributed $152.00 million, up 3% year-over-year. Adjusted EBITDA expanded to $109.50 million at a 23% margin, up from 21% a year ago, and shares climbed more than 8% on the news. Looking ahead, Unity guided Q4 revenue of $480 million to $490 million with Adjusted EBITDA of $110 million to $115 million, projecting mid-single digit sequential growth in Grow and high-single digit year-over-year gains in Create.

Key Takeaways

  • • Strong performance of Unity Ad Network powered by Unity Vector AI
  • • Growth in Create Solutions subscription revenue
  • • Better cost control driving improved Adjusted EBITDA margins
  • • Consumer enthusiasm for interactive entertainment
24/7 Wall St

U YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

U Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Third-quarter results once again meaningfully exceeded expectations on both revenue and Adjusted EBITDA, powered by Unity Vector AI, as well as continued strength in Create. As consumer enthusiasm for interactive entertainment continues to grow, Unity is poised to grow with it.”

— Matthew Bromberg, Q3 2025 Earnings Press Release

Back to U Stock Page