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Unity Software (U) guidance history: what it guided and what it reported

Unity Software gave guidance in 8 earnings releases on file since Feb 20, 2025. Of 6 guided periods since reported, it met or beat its own guidance 6 times (100%). Revenue: 6 of 6, on average +5.4% against the guided midpoint.

Revenue

Unity Software Revenue: last guidance vs reportedUnity Software Revenue: last guidance vs reportedguided rangereported (above / within / below)Q1 2025$435MQ2 2025$441MQ3 2025$471MQ4 2025$503MQ1 2026$508MQ2 2026$546M

Met or beat 6 of 6 periods (6 above, 0 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q2 2026$505M–$515M (May 7, 2026)$546Mabove the range+7.2%
Q1 2026$480M–$490M (Feb 11, 2026)$508Mabove the range+4.8%
Q4 2025$480M–$490M (Nov 5, 2025)$503Mabove the range+3.7%
Q3 2025$440M–$450M (Aug 6, 2025)$471Mabove the range+5.8%
Q2 2025$415M–$425M (May 7, 2025)$441Mabove the range+5.0%
Q1 2025$405M–$415M (Feb 20, 2025)$435Mabove the range+6.1%

Adjusted EBITDA

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 2026$290M–$295M (Nov 5, 2026)—to be reported—
Q3 2026$185M–$190M (Aug 6, 2026)———
Q2 2026$130M–$135M (May 7, 2026)———
Q1 2026$105M–$110M (Feb 11, 2026)———
Q4 2025$110M–$115M (Nov 5, 2025)———
Q3 2025$90.0M–$95.0M (Aug 6, 2025)———
Q2 2025$70.0M–$75.0M (May 7, 2025)———
Q1 2025$60.0M–$65.0M (Feb 20, 2025)———

The latest quarter

Unity Software, Q3 2026: revenue $622M (+32% year over year), operating margin 16.2%, net earnings $121M, operating cash flow $224M. The chart follows the revenue to costs, profit and cash.

Questions

Does Unity Software beat its guidance?

Unity Software gave guidance in 8 earnings releases on file since Feb 20, 2025. Of 6 guided periods since reported, it met or beat its own guidance 6 times (100%). Revenue: 6 of 6, on average +5.4% against the guided midpoint.

Latest guidance and outlook →

Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.