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Unity Software (U) Stock News, Oct 2025-Apr 2026

U NYSE

Unity Software Inc. reports developments around its real-time 3D creation and growth platform for games and interactive experiences. The company offers tools to develop, deploy, and grow content across mobile, PC, console, and extended reality platforms, with news commonly covering Create Solutions, Grow Solutions, Unity Vector, Unity Exchange, and mobile advertising and monetization activity.

Recurring updates include operating and financial results, earnings webcasts, platform partnerships for virtual reality and mobile ecosystems, product adoption themes, board composition changes, and capital-structure disclosures. Coverage also reflects Unity's role in game development and interactive content workflows across gaming and other commercial use cases.

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LiveRamp (NYSE: RAMP) expanded its partnership with Unity (NYSE: U) to make RampID available across Unity Exchange, enabling identity-based buying in Unity’s mobile ecosystem. This integration aims to increase gaming inventory addressability and let marketers apply omnichannel identity strategies across 2.9B monthly mobile devices globally, including 256M in the U.S.

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Unity (NYSE: U) reported preliminary Q1 2026 revenue of $505M–$508M versus guidance of $480M–$490M and Adjusted EBITDA of $130M–$135M versus guidance of $105M–$110M, a 58% year‑over‑year Adjusted EBITDA increase. Strategic Grow revenue rose 48% YoY.

The company will sunset the ironSource Ads Network on Apr 30, 2026 and has engaged an advisor to divest Supersonic; Unity expects these moves to accelerate revenue growth and margins.

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Unity (NYSE: U) reported fourth-quarter and full-year results for the period ended December 31, 2025, with Q4 revenue of $503 million (up 10% YoY), GAAP net loss of $89 million (18% margin), and Adjusted EBITDA of $125 million (25% margin). Vector drove mid‑teen sequential growth and represented 56% of Grow revenue.

Liquidity improved to $2.064 billion in cash and restricted cash. Q1 2026 guidance: revenue $480–$490 million and Adjusted EBITDA $105–$110 million.

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Unity (NYSE: U) appointed Bernard Kim as an independent director effective May 1, 2026, bringing 20+ years of leadership across gaming and consumer platforms, including roles at Match, Zynga, and Electronic Arts. Unity also announced that founders David Helgason and Tomer Bar-Zeev stepped down, effective February 5, 2026. The board transitions reflect governance changes as Unity continues its strategic evolution.

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Unity (NYSE: U) will release its fourth quarter and fiscal year 2025 financial results before the market opens on February 11, 2026, followed by a live webcast at 8:30 a.m. ET / 5:30 a.m. PT. The webcast and results will be available at investors.unity.com. A replay will also be posted on Unity’s Investor Relations website.

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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.

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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.

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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.

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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.

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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.

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FAQ

What is the current stock price of Unity Software (U)?

Unity Software (U) last closed at $40.4.

What is the market cap of Unity Software (U)?

The market cap of Unity Software (U) is approximately $17.8B.