Unity Technologies (U)
Information Technology · Game development engines and real-time 3D creation platforms
Unity is the dominant real-time 3D development platform powering games and interactive experiences across all major platforms, complemented by ads and monetization solutions for creators.
What Unity Technologies does
Unity Technologies is the leading platform for developing, deploying, and growing games and interactive experiences across mobile, PC, console, and extended reality (XR) platforms. The company provides Create Solutions—a comprehensive suite of development tools including a real-time 3D engine, AI-driven content creation tools, and cloud services—and Grow Solutions, which include ads products, a mediation platform, ad networks, and publishing solutions for game monetization and user acquisition. The platform serves developers across gaming and non-gaming industries including automotive, retail, manufacturing, healthcare, robotics, and engineering.
Themes: ["game development engine","3D content creation","AI content tools","game monetization","user acquisition / growth","mobile advertising","ad mediation","game publishing","XR / extended reality","multi-platform deployment"]
Fundamentals
- Price$29.59 as of 2026-07-09 close
- Market cap$12.8B as of 2026-07-09
- 1-year return+0.2% as of 2026-07-09 close
- Net margin-35.0% as of 2026-07-09
- Gross margin+74.7% as of 2026-07-09
- ROE-21.3% as of 2026-07-09
- Debt / equity0.75 as of 2026-07-09
- Revenue growth (YoY)+7.5% as of 2026-07-09
- Revenue CAGR (3y)+10.0% SEC XBRL
- Beta2.02 as of 2026-07-09
Key risks (from latest filing)
["Significant operating losses and negative net margins despite revenue growth; company reported net loss of $347.6M in Q1 2026","Reliance on creator community and developer ecosystem; loss of major customers or shift in developer preferences could materially impact both Create and Grow Solutions revenue","Increased cost of revenue in Q1 2026 ($351.6M vs. $114.0M prior year) suggests scaling challenges and potential margin pressure from publisher payables and service delivery costs"]
Competitors & peers
- Epic Games (Unreal Engine)
- Godot (open-source)
- Amazon Lumberyard
- Autodesk (3D design tools)
- Nvidia Omniverse
- Cocos (mobile game engine)
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.