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Unity Software (U) guidance and outlook
Unity Software (U) gave its guidance on Nov 5, 2026: EBITDA $290M–$295M for Q4 2026; EBITDA +132% to +136% for Q4 2026. Unity Software's 10-Q filed Nov 5, 2026 makes 10 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $683M–$691M | new |
| Revenue | Q4 2026 | +65% to +67% | new |
| EBITDA | Q4 2026 | $290M–$295M | new |
| EBITDA | Q4 2026 | +132% to +136% | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- As a result of the sunsetting of the ironSource Ads Network (one of our monetization networks), and divestiture of our Supersonic game publishing services, we expect Grow Solutions revenue to consist primarily of our "Unity Ads Network" (our principal monetization network) by the end of 2026.
- Gross profit, or revenue less cost of revenue, has been and will continue to be affected by various factors, including our product mix, the costs associated with third-party hosting services and the extent to which we expand and drive efficiencies in our hosting costs, professional services, and customer support organizations.
- We expect our gross profit to increase in absolute dollars in the long term, but to fluctuate from period to period as a percentage of revenue.
- We expect our research and development expenses to increase in absolute dollars in the long term, as we invest in new solutions, expand features and functionality with existing solutions, support our artificial intelligence ("AI") and machine learning initiatives, and enter new markets.
- We expect research and development expenses to fluctuate as a percentage of revenue from period to period.
- While we expect sales and marketing costs to remain below historical levels, they may fluctuate in future periods as we continue to invest in our business.
- 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.
- We believe we will meet longer-term expected future cash requirements and obligations through a combination of cash flows from operating activities, available cash balances, and potential future equity or debt transactions.
- As a result of these and other factors, we may choose or be required to seek additional equity or debt financing sooner than we currently anticipate.
- To the extent that there are material differences between these estimates and our actual results, our future financial statements will be affected.
Unity Software's 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
Did Unity Software raise or lower its guidance?
Unity Software (U) gave its guidance on Nov 5, 2026: EBITDA $290M–$295M for Q4 2026; EBITDA +132% to +136% for Q4 2026.
What does Unity Software expect?
As a result of the sunsetting of the ironSource Ads Network (one of our monetization networks), and divestiture of our Supersonic game publishing services, we expect Grow Solutions revenue to consist primarily of our "Unity Ads Network" (our principal monetization network) by the end of 2026. Gross profit, or revenue less cost of revenue, has been and will continue to be affected by various factors, including our product mix, the costs associated with third-party hosting services and the extent to which we expand and drive efficiencies in our hosting costs, professional services, and customer
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.