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Unity Software Inc. Q2 FY26 Results

UQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue546.477.5%23.9%
Total Income546.477.5%23.9%
Expenditure578.6932.7%3.4%
PBT-20.3194.3%80.7%
Net Profit-23.6193.2%78.3%
OPM-5.90%63.25pp21.04pp
NPM-4.32%64.07pp20.35pp
EPS-0.0593.8%80.8%
View full financials

Unity Reports Strong Q2 2026 Financial Results with 24% Revenue Growth

06 Aug 2026 · 6 Aug, 4:38 pm

Summary

Unity Software Inc. announced strong financial results for the second quarter ended June 30, 2026, with total revenue reaching $546 million, a 24% increase year-over-year. Strategic revenue saw a significant 38% jump, driven by Grow Solutions revenue which grew 35%. The company also reported substantial improvements in profitability, with a reduced GAAP net loss of $23 million and a significant increase in Adjusted EBITDA to $160 million. Management highlighted the quarter as potentially the best in the company's history as a public entity, citing the success of Unity Vector AI and an exciting product roadmap.

Key Highlights

  1. 1

    Unity reported total revenue of $546 million for the second quarter of 2026, an increase of 24% year-over-year.

  2. 2

    Strategic revenue grew by 38% year-over-year to $486 million in Q2 2026.

  3. 3

    Grow Solutions revenue increased by 35% year-over-year to $389 million in Q2 2026.

  4. 4

    The company reported a GAAP net loss of $23 million for Q2 2026, an improvement from a net loss of $107 million in Q2 2025.

  5. 5

    Adjusted EBITDA for the quarter was $160 million, up from $90 million in the prior year's second quarter.

  6. 6

    Free cash flow for Q2 2026 was $202 million, compared to $127 million in Q2 2025.

  7. 7

    Adjusted EPS for the quarter was $0.28, up from $0.18 in Q2 2025.

Management Comments

M

Matt Bromberg

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.

Informational and educational content only. Not investment advice.