NYSE$U

Unity Software Inc. · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Unity Software reported Q1 2026 revenue of $508.2M (+17% YoY) with a net loss of $347.6M, or $0.80 per share.

For the quarter ended March 31, 2026, Unity reported revenue of $508.2 million versus $435.0 million a year ago. Net loss attributable to Unity was $347.6 million, or $0.80 per share, compared with $77.6 million, or $0.19 per share, in Q1 2025, including higher cost of revenue and restructuring-related charges. Loss from operations was $351.4 million.

  • Revenue $508.2M (+17% YoY).
  • Net loss $(347.6)M; EPS $(0.80).
  • Cost of revenue rose to $351.6M.
  • Cash about $2.1B.

Headline financials

Total Revenue

$508M

Previous: $435M+16.8%
EPS (adj)

-$0.80

Previous: -$0.32-150.0%
Capital Expenditures

-$4.83M

Previous: -$5.72M+15.5%
Net Income

-$348M

Previous: -$77.6M-347.7%
Operating Income

-$351M

Previous: -$128M-174.7%
Gross Profit

$157M

Previous: $321M-51.2%

Revenue & EPS history

Unity · Revenue · Quarterly

$508M

Q1 2026+16.8%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Unity · $544M total across 2 segments · Q3 2023

  • Grow Solutions
    $355M+106.8%
  • Create Solutions
    $189M+47.0%

Forward guidance

Management discusses Create/Grow segments and cost actions; detailed guidance in earnings materials.

Tailwinds

  • Revenue growth reaccelerated.
  • Large cash balance.

Headwinds

  • Much wider net loss year over year.
  • High cost of revenue and restructuring.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.1%

Avg return

Earnings day

+3.9%

Avg return

5 days after

+5.8%

Avg return

30 days after

58%

14 / 24 earnings

Positive

+30.4%

Q4 2024

Best reaction

-39.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%-1.7%+6.9%
Q4 2025-26.3%-35.7%-33.1%
Q3 2025+18.1%+20.2%+27.6%
Q1 2025-3.1%+2.4%+17.9%
Q4 2024+30.4%+19.5%+0.4%
Q3 2024-5.4%-11.3%+27.9%
Q2 2024+11.6%+16.7%+13.9%
Q1 2024-10.0%-4.4%-28.3%
Q4 2023-0.8%-7.5%-13.7%
Q3 2023+3.6%+12.0%+25.5%
Q2 2023-9.2%-11.8%-18.1%
Q1 2023+14.8%+6.1%+28.4%
Q4 2022-12.7%-18.8%-21.3%
Q3 2022+17.1%+37.6%+42.8%
Q2 2022+11.7%+17.5%-22.1%
Q1 2022-39.9%-22.4%-18.0%
Q4 2021+6.5%+5.5%-12.7%
Q3 2021+8.2%+20.6%-14.2%
Q2 2020+18.2%+14.0%+26.1%
Q2 2021+10.1%+16.9%+21.7%
Q1 2021+3.3%+7.2%+23.6%
Q4 2020-13.3%-13.7%-36.7%
Q4 2019+9.6%+13.0%+49.9%
Q3 2020+8.7%+11.8%+44.4%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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