iHub News
3月前
Unity shares climb after expanding VR partnership with MetaApril 8, 2026 9:50 AM
IH Market News
Unity Software (NYSE:U) stock rose about 8% on Wednesday after the company revealed it had extended its multi-year virtual reality collaboration with Meta Platforms.The renewed agreement is intended to strengthen tools and support available to VR developers, helping them more easily build, launch and scale applications and games on Meta’s virtual reality ecosystem. As part of the arrangement, Unity will continue offering development support for Meta’s VR platform.“Meta is the world’s leading VR platform, and we’re proud that Unity powers the majority of its top-selling VR games,” said Alex Blum, Chief Operating Officer of Unity. “Great content is what makes VR successful. By pairing Meta’s hardware and OS leadership with Unity’s role as the assembly point for interactive content creation, we’re making VR accessible to more developers so they can develop, deploy, and grow their games and business applications on Meta’s VR devices.”Ryan Cairns, Vice President of Virtual Reality at Meta, described Unity as an important collaborator across several initiatives, including efforts aimed at supporting the broader VR developer ecosystem. The updated partnership is designed to simplify the process for developers to create and deliver high-quality VR experiences to the large global user base of Meta’s devices.Unity, widely recognized as one of the most prominent game engines in the industry, said its technology already powers most of the top-selling VR titles on Meta’s platform. The new agreement extends the companies’ long-standing cooperation in the virtual reality space.Unity Software stock price
Original: Unity shares climb after expanding VR partnership with Meta
US Market News
3月前
Unity Releases Preliminary First Quarter Results Exceeding Guidance; Will Enhance Growth and Profitability by Exiting Non-Strategic Ad BusinessesMarch 26, 2026 4:05 PM
Business Wire
Unity (NYSE: U), the world’s leading game engine, today announced preliminary revenue and Adjusted EBITDA for the first quarter 2026 above guidance. Unity expects to report revenue of $505 Million to $508 Million, compared to guidance of $480 Million to $490 Million. Unity expects Adjusted EBITDA of $130 Million to $135 Million, compared to guidance of $105 Million to $110 Million, representing year-over-year growth of 58%.
The outperformance is driven by Unity Vector, which is expected to increase 15% sequentially in the first quarter of 2026, as well as better than expected performance in Create. Unity expects Grow revenue of approximately $352 Million and Create revenue of approximately $155 Million.
Unity also announced it will be sunsetting the ironSource Ads Network, effective April 30th, and that it has engaged a financial advisor to assist with the divestiture of its Supersonic game publishing business. Once completed, Unity expects these changes to result in faster revenue growth, increased Adjusted EBITDA, and higher Adjusted EBITDA margins.
In the first quarter of 2026, Strategic Grow revenue, which excludes the contribution from the ironSource Ads Network and Supersonic, is expected to increase 48% year-over-year, 2x the 24% year-over-year growth expected for total Grow in the first quarter. Strategic Create revenue is expected to grow 14% year-over-year in the first quarter.
"Unity Vector continues to deliver robust growth each quarter, driving results meaningfully above our guidance. Today’s actions will accelerate Vector’s impact on our business, enhancing both revenue growth and profitability,” said Matt Bromberg, President and CEO of Unity.
Unity expects minimal revenue contribution from the ironSource Ads Network after the first quarter of 2026. Additional information including historical revenue of the ironSource Ads Network and Supersonic businesses is available at [https://investors.unity.com/overview/default.aspx].
Q1 2026 Preliminary Results
Q1 Guidance
YoY Growth
Grow Revenue
$352mm
-
24%
Create Revenue
$155mm
-
3%
Total Revenue
$505mm - $508mm
$480mm - $490mm
17%
Adjusted EBITDA
$130mm - $135mm
$105mm - $110mm
58%
Adjusted EBITDA Margin
26%
22%
Q1 2026 Preliminary Results
YoY Growth
Strategic Grow Revenue
$279mm
48%
Strategic Create Revenue
$152mm
14%
Total Strategic Revenue
$431mm
34%
About Unity
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality. For more information, visit Unity.com.
Preliminary Results Disclaimer
The expected revenue and adjusted EBITDA results for the first quarter of 2026 included in this press release are preliminary, unaudited and subject to completion and are based on management’s initial analysis of results of operations for the first quarter of 2026. Unity’s consolidated financial statements for the first quarter of 2026 are not yet available, remain subject to completion of the first quarter of 2026, financial closing procedures and potential final adjustments and have not been reviewed by Unity’s independent registered public accounting firm. These estimates should not be viewed as a substitute for financial statements prepared in accordance with U.S. generally accepted accounting principles in the United States (GAAP) and are not necessarily indicative of future results. There can be no assurance that actual results will not differ from the preliminary estimates in this press release.
About Non-GAAP Financial Measures
To supplement Unity’s consolidated financial statements prepared and presented in accordance with GAAP we use certain non-GAAP financial measures, including Adjusted EBITDA and Adjusted EBITDA margin. Adjusted EBITDA as estimated above excludes estimates for stock-based compensation, amortization of acquired intangible assets, depreciation, restructurings and reorganizations, interest, income tax, and other non-operating activities, which primarily consist of foreign exchange rate gains or losses. Adjusted EBITDA margin as estimated above is defined as Adjusted EBITDA as a percentage of revenue.
However, non-GAAP financial measures have limitations in their usefulness to investors because they have no standardized meaning prescribed by GAAP and are not prepared under any comprehensive set of accounting rules or principles. In addition, other companies, including companies in our industry, may calculate similarly-titled non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as tools for comparison. As a result, our non-GAAP financial measures are presented for supplemental informational purposes only and should not be considered in isolation or as a substitute for our consolidated financial statements presented in accordance with GAAP. We use certain non-GAAP financial measures to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe non-GAAP measures are useful in evaluating our operating performance. We are presenting Adjusted EBITDA and Adjusted EBITDA margin because we believe, when taken collectively, they may be helpful to investors because they provide consistency and comparability with past financial performance. We have provided Adjusted EBITDA and Adjusted EBITDA margin in this release in order to enable investors to compare estimated actual performance with Unity’s guidance for its first quarter of 2026.
A reconciliation of Adjusted EBITDA to GAAP net loss and Adjusted EBITDA margin to GAAP net loss margin is not available without unreasonable effort due to the uncertainty regarding, and the potential variability of, many of these costs and expenses that are not determinable until the completion of our quarter-end closing process. We have provided a reconciliation of historical GAAP to non-GAAP financial measures in the financial statement tables for our fourth quarter 2025 non-GAAP results that are included on the Unity Investor Relations website.
Forward-Looking Statements
This publication contains forward-looking statements that involve risks and uncertainties, including, without limitation, statements regarding Unity’s preliminary unaudited first quarter 2026 financial results (which remain subject to completion of the quarter, financial closing procedures, and adjustment), expectations regarding growth of Vector and its impact on Unity’s business, expectations regarding revenue from Unity’s Grow, Strategic Grow, Create and Strategic Create businesses, the impact of the sunsetting of Unity’s ironSource Ads Network and its plans to divest its Supersonic game publishing business on Unity’s outlook and future financial performance, and Unity’s plans, strategies, and objectives. The words “believe,” “may,” “will,” “estimate,” “continue,” “intend,” “expect,” “plan,” “project,” and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to risks, uncertainties, and assumptions, including completion of Unity’s normal quarterly accounting and financial statement closing procedures for the first quarter of 2026. If the risks materialize or assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. Additional information on potential factors that could affect Unity’s results is included in Unity’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and our other filings with the Securities and Exchange Commission (SEC), which are available on the Unity Investor Relations website. Statements herein speak only as of the date of this release, and Unity assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this publication except as required by law.
There can be no assurance that the exploration of a divestiture of Supersonic will result in any specific transaction or other outcome. Unity does not intend to discuss or disclose further developments unless and until it determines that further disclosure is appropriate.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260326990421/en/
Investor Relations:
Alex Giaimo, Head of Investor Relations
alex.giaimo@unity3d.com
Media Relations:
UnityComms@unity3d.com
Original: Unity Releases Preliminary First Quarter Results Exceeding Guidance; Will Enhance Growth and Profitability by Exiting Non-Strategic Ad Businesses
US Market News
5月前
Unity Appoints Bernard Kim to its Board of Directors and Announces Board TransitionsFebruary 10, 2026 4:15 PM
Business Wire
Unity (NYSE: U), the world's leading game engine, today announced the appointment of gaming and technology veteran Bernard Kim as an independent director to its Board of Directors, effective May 1, 2026.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260210709281/en/Bernard Kim
“Bernard brings deep experience building and scaling global, public companies at the intersection of games and technology,” said Jim Whitehurst, Chairman of Unity’s Board of Directors. “His leadership across mobile gaming, advertising technology, and consumer platforms will be a valuable addition to the Unity Board.”
“Unity plays a foundational role in how interactive experiences are created, distributed, and scaled,” said Bernard Kim. “I’ve long admired the company’s impact on the industry, and I’m excited to work with the Board and leadership team as Unity accelerates its mission to democratize game development.”
Bernard brings more than 20 years of leadership experience across public companies and global consumer platforms. He has served as CEO and a member of the board of directors of Match Group and President of Publishing at leading mobile game publisher Zynga, where among other things he oversaw global marketing and user acquisition. Earlier in his career, he spent nearly a decade at Electronic Arts, including as Senior Vice President of Mobile Publishing.
Unity also announced that David Helgason and Tomer Bar-Zeev stepped down from its Board of Directors, effective February 5, 2026.
“David and Tomer have been vital partners as we’ve grown and transformed Unity. They welcomed me into the Company, shared their unique vision as founders, and have provided unfailing support. I’m looking forward to many more years of conversation with both of them,” said Matt Bromberg, President and CEO of Unity.
“On behalf of the Board, I want to thank David and Tomer for their partnership and invaluable contributions to the company’s evolution during their tenure,” said Mr. Whitehurst. “We’re grateful for their service and wish them every success in their future endeavors.”
About Unity
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality. For more information, visit Unity.com.
Forward-Looking Statements
This publication contains “forward-looking statements,” as that term is defined under federal securities laws, including, in particular, statements about Unity's plans, strategies, and objectives. The words “believe,” “may,” “will,” “estimate,” “continue,” “intend,” “expect,” “plan,” “project,” and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to risks, uncertainties, and assumptions. If the risks materialize or assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. Further information on these and additional risks that could affect Unity’s results is included in our filings with the Securities and Exchange Commission (SEC) which are available on the Unity Investor Relations website. Statements herein speak only as of the date of this release, and Unity assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this publication except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260210709281/en/
Media Relations:
Shirley Chu
UnityComms@unity3d.com
Original: Unity Appoints Bernard Kim to its Board of Directors and Announces Board Transitions
iHub News
5月前
Unity shares jump after Oppenheimer upgrade highlights AI upsideFebruary 10, 2026 10:43 AM
IH Market News
Unity Software (NYSE:U) climbed about 5% in Tuesday morning trading after Oppenheimer upgraded the stock to Outperform from Perform and introduced a $38 price target.The call comes after a tough stretch for Unity, which has lagged amid broader weakness in software names tied to concerns around artificial intelligence. The stock finished Monday at $27.53, down roughly 38% since the beginning of the year.Oppenheimer analyst Martin Yang pushed back on worries that so-called “world models,” such as Google’s Project Genie, could render game engines like Unity obsolete. He characterized those concerns as “fundamentally misplaced,” arguing they misunderstand Unity’s core role in the development ecosystem.“Current world models generate pixel-based predictions, lacking the deterministic logic, and interactivity required for game development,” Yang said. “We view these models as asset-generation tools that will feed into the Unity engine, rather than replace it.”Yang also pointed to strengthening fundamentals at Unity, highlighting the renewed momentum in the company’s Grow segment alongside tighter cost controls. He expects adjusted EBITDA margins to expand to around 26% by 2026, up from 22% in 2025.Rather than viewing AI as a threat, Yang said Unity is “uniquely positioned to benefit from foundation models.” He argued that deeper AI integration could reduce barriers to entry, boost productivity for developers, and broaden Unity’s user base by making creation more accessible to non-coders.The $38 target price reflects roughly 24 times Oppenheimer’s estimate of $695 million in adjusted EBITDA for 2027, a multiple the firm says is in line with comparable SaaS peers.Unity Software stock price
Original: Unity shares jump after Oppenheimer upgrade highlights AI upside
Monksdream
3年前
Unity Software Inc NYSE: U
GoSymbol lookup
Information Technology : Software | Mid Cap GrowthCompany profile
Unity Software Inc. (Unity) provides a platform for content creators. The Company's platform provides real-time three-dimensional (RT3D) development tools and services for creating interactive, two-dimensional (2D), 3D, augmented and virtual reality experiences across all major platforms and device endpoints. The Company has two complementary and interconnected solutions: Create Solutions and Grow Solutions. Create Solutions has a set of tools for the development of real-time 2D and 3D content. It is designed with creators in mind, the tools are used by artists, designers, and developers across a range of industries ranging from games to aerospace, film to retail, medical to manufacturing, and others. Grow Solutions offer customers to engage their user base and monetize their content from 2D puzzle games to multiplayer, multi-platform games, or other 3D interactive content. It serves industries, including gaming, film, retail, automotive, architecture, engineering, and construction.
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