Unity (U) Stock Pops 17% on Best Quarter in Company History
TLDR
- Unity stock jumped 17% after Q2 revenue hit $546 million, up 24% year over year, beating estimates of $514.62 million
- Adjusted loss was $0.05 per share, better than the expected loss of $0.11 per share
- Unity Vector AI has surpassed a $1 billion annual revenue run rate two quarters ahead of schedule
- Q3 revenue guidance of $540M to $550M came in above the Wall Street consensus of $539.3M
- CFO says Unity now expects GAAP net income profitability in Q3 2026, one quarter earlier than previously forecast
Unity Software posted its strongest quarter yet as a public company on Wednesday, sending the stock up as much as 17% in early trading. The stock was trading around $39.34, up over 10% at the time of writing.
Q2 revenue came in at $546 million, up 24% year over year from $441 million. That topped Wall Street’s estimate of $514.62 million by a comfortable margin.
The company reported an adjusted loss of $0.05 per share. Analysts had expected a loss of $0.11 per share, so the beat was meaningful.
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