Unity Software Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
23analysts covering
FY Revenue (est.)
$2.2Bnext fiscal year
FY EPS (est.)
$1.20next fiscal year
Monitoring Framework
Key Performance Indicators
Strategic Revenue Growth Quarterly3,500.0%Target: 29% to 32% YoY growth for Q2 2026
Adjusted EBITDA Margin Quarterly2,700.0%Target: GAAP net income profitability by Q4 2026
Vector AI Sequential Growth Quarterly1,500.0%Target: Exceed $100 billion annual run rate by year-end 2026%
Watch Items
- Sunset of ironSource Ads Network and Supersonic DivestitureTrigger: Completion of Supersonic divestiture and full runoff of legacy ad network revenuesAction: Monitor sequential impact on Grow segment margins and overall revenue growth rates
- Convertible Notes MaturityTrigger: $558 million convertible notes maturing in November 2026Action: Evaluate cash allocation, refinancing terms, or dilution impact from settlement
- Unity AI Public Beta AdoptionTrigger: Sustained developer engagement and conversion to paid tiers post-May 2026 beta launchAction: Track Create segment subscription revenue and active creator retention metrics
Research as of 2 Sep 2026