Unity Software (U) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Unity published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Unity reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Unity splits revenue into Strategic and Non-Strategic. Non-Strategic is mainly the ironSource Ads network, which Unity sunset on April 30, 2026, and the Supersonic publishing business, which it sold on August 4, 2026 for net proceeds of $38.0 million.
• In Q1 2026 Unity recorded $279 million of impairment charges on the ironSource Ads and Supersonic assets, which lowered the intangible amortization in later quarters.

Source: Unity Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Unity splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Unity's Grow Solutions revenue was $457 million in Q3 2026, up 44% from $318 million in Q3 2025, 73% of total revenue.
• Unity's Create Solutions revenue was $165 million in Q3 2026, up 8% from $152 million in Q3 2025, 27% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Unity said:

“Strategic Revenue of $683 million to $691 million, up 65%-67% year-over-year”

“Strategic Grow Revenue of $515 million to $520 million, up 105%-107% year-over-year”

“Non-Strategic Revenue of $5 million”

“Adjusted EBITDA of $290 million to $295 million, up 132%-136% year-over-year”

Source: Unity Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the U forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and GAAP diluted net income (loss) per share, each as first reported in that quarter's release. Q1 2026 includes the $279 million impairment charge.

We do not hold a confirmed date for Unity's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Unity reports revenue from two sources. Grow Solutions, mainly ads products including its mediation platform and the Unity Ad Network powered by Unity Vector, brought in $457.0 million of the $622.1 million total in Q3 2026, up 44%. Create Solutions, which includes its real-time 3D engine and development tools, brought in $165.1 million, up 8%. Total revenue rose 32% from $470.6 million. (Unity Form 10-Q, Q3 2026, Nov 5, 2026; Unity Form 10-K, 2025, Feb 11, 2026; Unity Q3 2026 release, Nov 5, 2026)

Unity attributes the Grow Solutions increase to the Unity Ads Network, driven by Vector, partly offset by declines in the ironSource Ads Network. CEO Matt Bromberg said Vector grew 126% year over year and 40% quarter over quarter. Unity expects Grow Solutions to consist mainly of the Unity Ads Network by the end of 2026. (Unity Q3 2026 release, Nov 5, 2026; Unity Form 10-Q, Q3 2026, Nov 5, 2026)

On Unity's own Strategic measure, which strips out businesses it is exiting, Strategic Grow revenue was $431.5 million, up 90%, and Strategic Create revenue $165.1 million, up 11%. Non-Strategic revenue, mostly the sunset ironSource Ads network and the sold Supersonic publishing business, fell 73% to $25.5 million. (Unity Q3 2026 release, Nov 5, 2026)

By customer invoice address, revenue from Greater China rose to $157.4 million from $90.5 million, which put it ahead of the $144.5 million from the United States. EMEA contributed $184.7 million and the rest of Asia-Pacific $122.5 million. (Unity Form 10-Q, Q3 2026, Nov 5, 2026)

Within Create Solutions, Unity says higher subscription revenue was partly offset by lower cloud and hosting services revenue after its 2025 portfolio reset. (Unity Q3 2026 release, Nov 5, 2026)

Unity's GAAP diluted net income per share was $0.25 in Q3 2026, against a loss of $0.30 a year earlier, and the CEO called it the first GAAP profitable quarter since the IPO. Net income attributable to Unity was $121.2 million, against a loss of $126.4 million. (Unity Q3 2026 release, Nov 5, 2026)

Adjusted EPS was $0.44, against $0.20. It adds back $63.1 million of stock-based compensation, $76.7 million of amortization of intangible assets, $8.1 million of depreciation and $12.5 million of restructuring costs, subtracts a $4.5 million gain on the sale of Supersonic, and deducts $64.4 million of income tax impact. Its share count of 498,165 thousand includes 41,348 thousand shares from convertible notes. (Unity Q3 2026 release, Nov 5, 2026)

Amortization of intangible assets fell to $76.7 million from $125.3 million after the $279 million impairment Unity recorded in Q1 2026 when it decided to sunset the ironSource Ads Network and exit Supersonic. Sales and marketing expense fell to $103.5 million from $165.9 million. (Unity Q3 2026 release, Nov 5, 2026; Unity Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Unity publishes a next-quarter outlook in its release, on the Strategic basis plus Adjusted EBITDA. For Q4 2026 it guided Strategic revenue of $683 million to $691 million, including Strategic Grow revenue of $515 million to $520 million and Strategic Create revenue of $168 million to $171 million, Non-Strategic revenue of $5 million, and Adjusted EBITDA of $290 million to $295 million. (Unity Q3 2026 release, Nov 5, 2026)

Unity gives no GAAP outlook and says a reconciliation of its non-GAAP estimates is not available without unreasonable effort. The release also names its plan to pay off the convertible notes due November 15, 2026, of which $557.7 million of principal was outstanding at September 30, 2026. (Unity Q3 2026 release, Nov 5, 2026; Unity Form 10-Q, Q3 2026, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Unity, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Unity's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning U is on is U a buy or a sell?, what analysts expect next is on the U forecast, and what the company does is on the Unity Software (U) stock page.

Every number on this page can be traced to a document Unity published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.