Unity Studio makes animation accessible to every creator, empowering enterprise teams to visualize complex processes with ease. Adding motion to your project is the fastest way to increase engagement and realism, and it’s easier than you think 🎬 1️⃣ Select your object 2️⃣ Apply animations directly within Unity Studio 3️⃣ Preview in real-time 🔗 Claim your free 30-day trial:

UNITY $U Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $546M (Est. $515M) 🟢; +24% YoY 🔹 Adj. EPS: $0.28 (Est. -$0.09) 🟢; +56% YoY 🔹 Adjusted EBITDA: $160M; +78% YoY 🔹 Free Cash Flow: $202M (Est. $149M) 🟢; +59% YoY Q3 Guide: 🔹 Strategic Revenue: $540M-$550M 🔹 Strategic Grow Revenue: $380M-$385M 🔹 Strategic Create Revenue: $159M-$163M 🔹 Non-Strategic Revenue: $20M 🔹 Adjusted EBITDA: $185M-$190M Segment Net Revenue: 🔹 Grow Solutions: $389M; +35% YoY 🔹 Create Solutions: $158M; +2% YoY Other Q2 Metrics: 🔹 Strategic Revenue: $486M; +38% YoY 🔹 Adjusted EBITDA Margin: 29%; +800 bps YoY 🔹 Net Loss: $23M; improved from $107M YoY 🔹 Net Cash From Operations: $206M Comments: 🔸 “This was arguably the best quarter in Unity’s history as a public company” 🔸 “The ongoing success of Unity Vector AI, combined with the most exciting product roadmap in Unity’s history, is helping drive substantial value for creators, players, and shareholders.”

Unity has released a new AI tool called Unity AI to help game developers create games much faster. The tool works directly inside the Unity game engine as a smart assistant that understands your entire project and supports many parts of development. Developers can use it to generate game assets such as sprites, textures, animations, and sounds. It can also write code, fix errors, automate boring tasks, and turn simple ideas into playable game elements very quickly. Unity says this tool makes creating games easier and lowers the barrier for new developers while being especially useful for prototyping new ideas and speeding up production.

$U Unity delivered a pretty impressive Q3. • Revenue $622M (+32% YoY, +14% QoQ) • Strategic revenue $597M (+59% YoY) • Strategic Grow $432M (+90% YoY) • Unity Vector +126% YoY, +40% QoQ • Adjusted EBITDA $257M, 41% margin • GAAP net income $122M, first profitable quarter since IPO • Free cash flow $220M Q4 strategic revenue guidance: $683–691M (+65–67% YoY). The turnaround is becoming increasingly visible. Strategic revenue growth has accelerated from 35% in Q1 to 59% in Q3, while adjusted EBITDA margins expanded from 27% to 41%. Valuation comparison with $APP: $U: ~9.7x EV/LTM revenue $APP: ~15.6x EV/LTM revenue AppLovin deserves a premium. Its revenue grew 55% YoY in Q3, with an extraordinary 84% adjusted EBITDA margin, compared with Unity's 32% revenue growth and 41% margin. Still, Unity's improving growth, margins and cash generation make it an interesting turnaround story.

With Unity Spark, you can go from a simple chat prompt straight into an editor experience with more advanced tools to perfect your game - all right in your browser. 🔗 Join the Unity Spark waitlist:

The Unity plugin is officially live in the Plugin marketplace in Antigravity 🤝 Now you can connect Unity to @antigravity in a single click to build, simulate, and manage 3D workflows without leaving Antigravity. We know how important it is to connect the tools you already rely on, and this brings agentic workflows straight into your build pipeline. 🔗 Learn more: