Unity Software Inc Stock Price, News & Analysis

Unity (NYSE: U) and Epic Games announced a partnership to expand interoperability across their platforms. Unity developers will be able to publish games into Fortnite, which has more than 500 million registered accounts, and participate in the Fortnite Creator Economy.

Unity also said its cross-platform commerce platform will add support for Unreal Engine, enabling Unreal developers to manage digital catalogs, payments, pricing, promotions, and live operations; that support is planned for early next year. Additional partnership details and product timing will be shared next year. The announcement was made at Unity’s Unite conference, which draws over 1,500 developers.

Rice Acquisition Corporation 3 (NYSE: U) announced that holders of units may elect to separate the Class A ordinary shares and warrants comprising each unit, with separate trading commencing November 21, 2025. After separation, Class A shares will trade on the NYSE under KRSP and warrants under KRSP WS; unsplit units will continue trading as KRSP U. No fractional warrants will be issued—only whole warrants will trade. Holders must have their brokers contact Odyssey Transfer and Trust Company, the company’s transfer agent, to effect the split. The announcement is not an offer to sell or solicit an offer to buy the company’s securities.

Unity (NYSE: U) reported Q3 2025 results for the quarter ended September 30, 2025. Revenue was $471M (up 5% YoY). Create Solutions revenue was $152M (+3% YoY) and Grow Solutions revenue was $318M (+6% YoY). GAAP net loss was $127M (margin (27)%) and GAAP EPS was $0.30 loss. Adjusted EBITDA was $109M (23% margin) and adjusted EPS was $0.20. Net cash provided by operating activities was $155M and free cash flow was $151M. Cash, cash equivalents and restricted cash totaled $1,909M as of Sept 30, 2025. Q4 2025 guidance: revenue $480M–$490M and Adjusted EBITDA $110M–$115M.

Unity (NYSE: U) announced a native, cross-platform commerce management enhancement to the Unity engine, enabling developers to manage global payments, pricing, promotions, and catalogs from a single dashboard across mobile, web, and PC.

The feature launches in limited early access and names Stripe as the first payments partner, with Unity highlighting that >$120 billion in mobile in‑app purchases are projected and that >70% of top mobile games are built with Unity.

Unity (NYSE: U) announced general availability of Android XR support in Unity 6, giving developers a production-ready path to build and port immersive experiences to Galaxy XR and other Android XR headsets.

Unity said it integrated Android XR tools early with Google and Samsung and validated them in production. Launch-day experiences built with Unity for Galaxy XR include Google Maps XR, NFL Pro Era, and Inside [JOB], plus ports of Vacation Simulator, Job Simulator, and Dimensional Doubleshift. Unity’s Android XR support is available in Unity 6 and later and is open to all developers.

Unity (NYSE: U) will release its third quarter 2025 financial results before the market opens on November 5, 2025.

The company said a live webcast will follow at 8:30 a.m. ET / 5:30 a.m. PT, with the webcast, results, and a replay available at investors.unity.com.

Unity (NYSE: U) appointed Chris Feo as SVP Sales & Partnerships, Programmatic to lead growth for Unity’s Audience Hub and expand privacy-first advertising across mobile, web, and connected TV.

Feo brings 20+ years of programmatic experience from Tapad and Experian. Unity’s Audience Hub, launched in June and integrated with partners like Experian and Roku, produced a 103.6% lift in engagement in beta. The product is available in the U.S. and Canada with international expansion planned later in 2025.

Unity (NYSE: U) has announced the formation of its AI Council to accelerate AI product innovation across the company's platform. The council's first two members are Jia Li, Co-Founder and Chief AI Officer of LiveX AI, and Julian Togelius, NYU Associate Professor and Co-Founder of modl.ai.

Li brings extensive experience from her role at LiveX AI and previous position as global head of R&D at Google Cloud AI. Togelius contributes expertise in game AI, procedural content generation, and player modeling through his academic work at NYU and modl.ai. The company plans to add more members to the council in the coming months.

Unity (NYSE: U) has announced that its Ad Quality tool is now available as a free, standalone SDK for all publishers, regardless of their mediation platform. The tool helps developers monitor and control in-game advertising across over 25 ad networks.

According to Unity's recent survey, 44% of players would likely stop playing and 47% would uninstall mobile games due to poor ad experiences. The tool provides critical UX metrics including ad duration, escape rates, and churn data. Future enhancements will include AI-powered content tagging, custom reporting, and universal creative ID tracking.

Major gaming companies like Zynga and Tilting Point have already endorsed the tool's effectiveness in maintaining player experience and game integrity.