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Unity

Unity (U) Q4 2025 Earnings

Reported Feb 11, 2026 at 7:01 AM ET · SEC Source

Q4 25 EPS

$0.24

BEAT +214.61%

Est. $-0.21

Q4 25 Revenue

$503.1M

BEAT +2.08%

Est. $492.8M

vs S&P Since Q4 25

+31.2%

BEATING MARKET

U +40.9% vs S&P +9.6%

Full Year 2025 Results

FY 25 EPS

$0.86

BEAT +191.66%

Est. $-0.94

FY 25 Revenue

$1.85B

BEAT +0.53%

Est. $1.84B

Market Reaction

Did U Beat Earnings? Q4 2025 Results

Unity Software closed out fiscal 2025 on a strong note, posting Q4 revenue of $503.09 million, a 10.1% year-over-year gain that topped the $493.28 million consensus estimate by nearly 2%, while adjusted EPS of $0.24 beat the $0.21 Wall Street forecas… Read more Unity Software closed out fiscal 2025 on a strong note, posting Q4 revenue of $503.09 million, a 10.1% year-over-year gain that topped the $493.28 million consensus estimate by nearly 2%, while adjusted EPS of $0.24 beat the $0.21 Wall Street forecast by 17.02%. The standout driver was Unity Vector, the company's AI-powered ad mediation platform, which notched its third consecutive quarter of mid-teen sequential revenue growth and swelled to 56% of total Grow Solutions revenue, more than offsetting continued erosion in the legacy IronSource Ad Network. Create Solutions also contributed, delivering its best growth in over two years at $165.00 million as Unity 6 adoption accelerated at the fastest pace in company history. Adjusted EBITDA expanded to $124.89 million at a 25% margin, up from 23% a year earlier, reflecting tighter cost discipline. The strong close, however, was tempered by forward guidance; Unity projects Q1 2026 revenue of $480 million to $490 million, a sequential step-down that some analysts view as a meaningful reset, with adjusted EBITDA guided to $105 million to $110 million.

Key Takeaways

  • • Unity Vector experienced third consecutive quarter of mid-teen sequential revenue growth, representing 56% of Grow Solutions revenue
  • • Strong subscription revenue growth drove Create Solutions performance
  • • Better cost control and higher revenue improved adjusted EBITDA margins
  • • GAAP net loss margin improved from (27)% to (18)% year-over-year
24/7 Wall St

U YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

U Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Fourth quarter results once again comfortably exceeded the high-end of our guidance, led by exceptional performance from Vector, which experienced its third consecutive quarter of mid-teen sequential revenue growth, and the best growth we've seen in Create in over two years.”

— Matt Bromberg, Q4 2025 Earnings Press Release

Back to U Stock Page