Unity Software reported second-quarter 2025 revenue of $440.9 million, a 2% year-over-year decline that nevertheless topped the $426.7 million analysts expected. Adjusted earnings came in at $0.18 a share, reversing forecasts for a loss, while adjusted EBITDA reached $90 million, or a 21% margin. The company recorded a GAAP net loss of $107 million, reflecting a margin of β24%. Performance was bolstered by Unity Vector, a new artificial-intelligence platform that management said helped lift revenue from the Unity Ad Network 15% sequentially. Advertising now accounts for nearly half of revenue in the Grow Solutions segment. Create Solutions revenue rose 2% to $154 million, aided by a $12 million term-license sale, while Grow Solutions revenue slipped 4% to $287 million. For the current quarter Unity projected revenue of $440 million to $450 million and adjusted EBITDA of $90 million to $95 million, implying mid-single-digit sequential growth for the Ad Network but a slight pullback in Create revenue after the one-time customer win in the second quarter. The outlook was broadly in line with Wall Streetβs expectations but signalled limited near-term acceleration. Despite the headline beat, investors focused on the flat revenue trajectory; Unityβs shares fell about 5β6% in pre-market trading.
$U - Unity Reports Second Quarter 2025 Financial Results- https://t.co/0wCN5OX2S6
$U (-5.6% pre) Unity Software shares fall after mixed guidance despite earnings beat https://t.co/J3CASxdORJ
$U | Unity Q2'25 Earnings Highlights πΉ Revenue: $440.9M (Est. $426.7M) π’; -2% YoY πΉ EPS (Adj.): $0.18 (Est. -$0.28) π’