Unity posts first GAAP‑profitable quarter and strong Q4 guidance
Unity Software reported third‑quarter 2026 revenue of $622 million, up 32% year‑over‑year, and GAAP net income of $122 million, its first profitable quarter since the IPO. Adjusted earnings per share were $0.44 and adjusted EBITDA was $257 million, both beating estimates. Management guided Q4 strategic revenue of $683 million‑$691 million and adjusted EBITDA of $290 million‑$295 million, well above consensus. The results sent the stock up more than 20% in pre‑market trading.
Why it matters
The company says the guidance resets investor expectations for growth and profitability, and the strong cash balance of $2.65 billion eases concerns about upcoming convertible‑debt maturities. The earnings beat and profit milestone drove a sharp share price increase.
Key facts
- 1Q3 2026 revenue was $622 million, up 32% YoY. finanznachrichten.de
- 2GAAP net income was $122 million, a 20% margin. finanznachrichten.de
- 3Adjusted EPS was $0.44. finanznachrichten.de
- 4Adjusted EBITDA was $257 million, a 41% margin. finanznachrichten.de
- 5Q4 strategic revenue guidance is $683 million‑$691 million, up 65%‑67% YoY. finanznachrichten.de
- 6Q4 adjusted EBITDA guidance is $290 million‑$295 million, up 132%‑136% YoY. finanznachrichten.de
Summary written by AlphAI AI Desk from 9 of 9 sources. Not investment advice. Figures are as stated by the linked sources.