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Unity Software (U) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Unity Software (U) Q3 2026 earnings results →
Q3 2026 Revenue up 32% year over year to $622M · 19¢ of every $1 of revenue kept as net profit · operating margin 16.2%
Unity Software made $622M in Q3 2026 (+32% Y/Y): Grow Solutions $457M, Create Solutions $165M. Operating margin 16.2%, net earnings $121M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $622.1M in Q3 2026, up 32% year over year and up 14% from the previous quarter. Grow Solutions was the largest line at 73% of revenue. Grow Solutions added $138.8M year over year (up 44%), 92% of the total change.
Gross margin was 81.9%, up 7.5 points from Q3 2025. Operating profit was $100.6M, a 16.2% margin (up 42.9 points year over year). Operating expenses fell 14% while revenue rose 32%. Net earnings were $121.2M. The effective tax rate was -2.2%.
Operating cash flow was $224.0M (up 44% year over year), 184% of net earnings. Non-cash charges added back $84.9M of depreciation and amortization and $62.8M of share-based compensation. Working capital and other items used $45.3M. After purchases of property and equipment ($4.3M), free cash flow as the company reports it was $219.7M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $622M | +32% | 16.2% | $121M | $224M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $546M | +24% | -5.9% | −$22.7M | $206M |
| Q1 2026 | 10-Q | May 7, 2026 | $508M | +17% | -69.1% | −$347M | $71.3M |
| Q4 2025 | 10-K | Feb 11, 2026 | $503M | +10% | -21.2% | −$89.4M | $121M |
| Q3 2025 | 10-Q | Nov 5, 2025 | $471M | +5% | -26.7% | −$127M | $155M |
| Q2 2025 | 10-Q | Aug 6, 2025 | $441M | -2% | -26.9% | −$107M | $133M |
| Q1 2025 | 10-Q | May 7, 2025 | $435M | -6% | -29.4% | −$77.9M | $13.0M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Unity Software
Unity is the leading platform to develop, deploy, and grow games and interactive experiences. We offer a suite of tools across all major platforms from mobile, PC, and console, to extended reality (XR). Our comprehensive set of software, including AI solutions, supports developers through the entire development lifecycle – from prototyping to live service operation, user acquisition, and monetization. Our platform is used by creators of all types - such as developers, artists, and designers - to build content in gaming and non-gaming industries, including automotive, retail, manufacturing, healthcare, public sector, robotics, architecture, civil and mechanical engineering, design and construction.
In its own words, from its 10-K, filed Feb 11, 2026.
Unity Software against its Services-Prepackaged Software peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +32% against the peers' median +19%. Operating margin: 16.2% against the peers' median 16.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| U Unity Software | Q3 2026 | $622M | +32% | 16.2% |
| MSFT Microsoft | Q1 FY27 | $92.3B | +19% | 49.8% |
| ORCL Oracle | Q1 FY27 | $19.3B | +30% | 34.8% |
| CRM Salesforce | Q2 FY27 | $11.3B | +11% | 20.5% |
| ADBE Adobe | Q3 FY26 | $6.8B | +13% | 34.8% |
| XYZ Block | Q3 2026 | $6.7B | +10% | 6.4% |
| INTU Intuit | Q4 FY26 | $4.4B | +14% | 10.9% |
| NOW ServiceNow | Q3 2026 | $4.1B | +20% | 9.4% |
| SHOP Shopify | Q3 2026 | $3.7B | +32% | 15.2% |
Source: Unity Software 10-Q on SEC EDGAR · CIK 1810806 · Services-Prepackaged Software
Guidance and outlook
13F: who owns U and who is buying
More on U
- How Unity Software makes money: revenue by segment
- Unity Software next earnings date and what analysts expect
- Unity Software stock forecast, price target and fair value
- Who owns Unity Software stock: holders, funds and Congress trades
- Unity Software guidance and outlook
- Is Unity Software a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results