Earnings To Watch: Unity (U) Will Announce Q4 Results Tomorrow

Unity Set to Release Earnings Report

Unity (NYSE:U), a leading interactive software platform, is scheduled to announce its latest earnings this Wednesday morning. Here’s a summary of what investors should keep in mind.

In the previous quarter, Unity surpassed Wall Street’s revenue projections by 4.6%, generating $470.6 million—a 5.4% increase compared to the same period last year. The company not only exceeded revenue expectations but also outperformed analysts’ forecasts for billings and EBITDA, marking a robust quarter overall.

Should You Buy or Sell Unity Ahead of Earnings?

Curious about Unity’s outlook?

What to Expect This Quarter

Analysts anticipate Unity’s revenue will reach $492.1 million this quarter, reflecting a 7.7% year-over-year increase—a notable turnaround from the 25% decline reported in the same quarter last year. Adjusted earnings per share are forecasted at $0.21.

Analyst Sentiment and Historical Performance

Over the past month, analysts have largely maintained their forecasts, indicating confidence in Unity’s current trajectory. Notably, Unity has consistently outperformed revenue estimates for the last eight quarters, with an average beat of 5.2%.

Industry Peers: Recent Results

Several companies in the vertical software sector have already released their Q4 results, offering some insight into market trends. Dolby Laboratories reported a 2.9% year-over-year decline in revenue but still exceeded expectations by 4.4%. Meanwhile, PTC saw its revenue climb 21.4%, beating estimates by 8.2%. Following their reports, Dolby Laboratories’ stock rose 1.8%, and PTC’s shares increased by 1.7%.

For a deeper dive, check out our full reviews of and .

Market Volatility and Unity’s Stock Performance

Concerns over tariffs and changes to corporate taxes have led to significant market swings in 2025. Vertical software stocks have been hit hard, with share prices dropping an average of 17.9% over the past month. Unity’s stock has fallen even further, down 41.4% in the same period. Heading into earnings, analysts have set an average price target of $46.69 for Unity, compared to its current price of $27.72.

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