Unity Software Inc. (U) is set to report its first-quarter 2026 results on May 7, 2026. Pre-announced preliminary results indicate revenues are expected between $505 million and $508 million, with adjusted EBITDA projected at $130 million to $135 million, reflecting a year-over-year growth rate of approximately 58%.
In its fourth-quarter 2025 earnings report, Unity guided for first-quarter revenues of $480 million to $490 million and has since adjusted projections based on strong performance. Analysts contribute to this positive outlook, with the Zacks Consensus Estimate for revenue currently at $500.57 million, a 15.07% increase from the previous year. The consensus estimate for earnings per share stands at $0.24, up from a loss of $0.19 per share year-over-year.
This quarter has seen Unity implement price hikes on Pro and Enterprise subscriptions by 5% and expand cloud-storage allowances, which may affect near-term revenue but is expected to enhance user retention. Additionally, the upcoming phase-out of the ironSource Ads Network by April 30, 2026, adds complexity to revenue projections.
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