Unity's revenue rose 32.2% to $622.09 million as it reported an operating profit of $100.65 million
Net income attributable to shareholders was $121.23 million, against a loss of $126.36 million a year earlier.
Unity Technologies reported revenue of $622.09 million for the quarter ended Sep 30, 2026, up 32.2% from $470.62 million a year earlier, and swung to an operating profit. Revenue is what the company took in from selling its products; operating income is what was left after the costs of running the business. Unity's operating income was $100.65 million, against an operating loss of $125.86 million a year earlier. Net income attributable to shareholders, what remained after interest, tax and everything else, was $121.23 million, against a net loss of $126.36 million. The figures come from its 10-Q, the quarterly report US-listed companies file with the SEC, filed on Nov 5, 2026.1,2,3,4,5,6,7,8
Unity reports its business in segments, parts of the company it accounts for on their own: Create Solutions, whose revenue the report says comes mainly from subscriptions, and Grow Solutions, whose revenue it says comes mainly from monetization solutions and game publishing services. Grow Solutions brought in $457.02 million, up 43.6% and 73.5% of the filing's total revenue; Create Solutions brought in $165.07 million, up 8.3%. The table below shows each segment's revenue against the year before.9,10,11,12,13,14,15,16,1
Revenue by product · quarter ended Sep 30, 2026
| Product | Share of revenue | This quarter | A year earlier | Change |
|---|---|---|---|---|
| Grow Solutions | $457.02 million | A year earlier$318.26 million | +43.6% | |
| Create Solutions | $165.07 million | A year earlier$152.36 million | +8.3% | |
| Total revenue | $622.09 million | A year earlier$470.62 million | +32.2% |
Grow is where the growth came from. The company says it earns Grow Solutions revenue mainly from its monetization solutions, which let app publishers sell advertising inventory to advertisers, and from game publishing services. It ties the rise in total revenue mainly to growth in the Unity Ads Network driven by Unity Vector, partly offset by lower revenue from the ironSource Ads Network, which it announced in the first quarter of 2026 it would sunset. It also sold its Supersonic game publishing business on Aug 4, 2026 for net proceeds of $38.0 million.11,17,18,19,20
Create Solutions grew more slowly. The company says its subscriptions give customers technologies to edit, run and iterate interactive experiences, and attributes the increase to higher subscription revenue, partly offset by lower cloud and hosting services revenue after its 2025 portfolio reset.9,21
By region, Greater China brought in $157.44 million, up 74.1%, the fastest-growing region in the filing's table. EMEA (Europe, the Middle East and Africa) was the largest at $184.72 million, up 24.8%, and the United States brought in $144.46 million, up 10.5%.22,23,24,25,26,27
Revenue by region · quarter ended Sep 30, 2026
| Region | Share of revenue | This quarter | A year earlier | Change |
|---|---|---|---|---|
| EMEA | $184.72 million | A year earlier$147.95 million | +24.8% | |
| Greater China | $157.44 million | A year earlier$90.46 million | +74.1% | |
| United States | $144.46 million | A year earlier$130.74 million | +10.5% | |
| APAC | $122.53 million | A year earlier$89.36 million | +37.1% | |
| Other Americas | $12.94 million | A year earlier$12.1 million | +6.9% | |
| Total revenue | $622.09 million | A year earlier$470.62 million | +32.2% |
Operating income was about 16.2 cents of each dollar of revenue, against a loss of 26.7 cents a year earlier, and net income attributable to shareholders was about 19.5 cents of each dollar, against a loss of 26.9 cents. The company says cost of revenue fell mainly because amortization of intangible assets dropped after an impairment charge recognized in the first quarter of 2026. Net income came out above operating income. The company says interest and other income rose on higher interest income and foreign currency gains, and its tax line fell mainly on lower US tax expense after a change in its estimated annual effective tax rate. Net income including non-controlling interests, the other owners' share of subsidiaries, was $121.59 million. The sale of Supersonic produced a gain of $4.5 million.28,29,30,31,32,33,34,35,36
Margins · quarter ended Sep 30, 2026
| Measure | Of each $1 of revenue | This quarter | A year earlier | Change |
|---|---|---|---|---|
| Operating income$100.65 million | 16.2¢ | A year earlier−26.7¢ | +42.9¢ | |
| Net income attributable to shareholders$121.23 million | 19.5¢ | A year earlier−26.9¢ | +46.4¢ | |
| Revenue$622.09 million | 100¢ |
In its release of Nov 5, Unity guided to fourth-quarter adjusted EBITDA of $290 million to $295 million and strategic revenue of $683 million to $691 million, plus $5 million of non-strategic revenue. Adjusted EBITDA is a measure of its own that leaves out items the company chooses, including stock-based compensation and impairment of intangible assets. Non-strategic revenue consists primarily of the ironSource Ads Network and Supersonic. Our records hold the filing's management discussion and notes, not its other exhibits, so this account is of that text.8,37,38,39,40,41,42
How each figure was checked
- Unity Technologies revenue, quarter ended Sep 30, 2026$622.09 million for the quarter from Jul 1, 2026 to Sep 30, 2026
- Unity Technologies revenue, quarter ended Sep 30, 2026: the same figure a year earlier$470.62 million
- Unity Technologies revenue, quarter ended Sep 30, 2026: change on the year before32.2%
- Unity Technologies operating income, quarter ended Sep 30, 2026$100.65 million
- Unity Technologies operating income, quarter ended Sep 30, 2026: the same figure a year earlier−$125.86 million
- Unity Technologies net income attributable to the company's shareholders, quarter ended Sep 30, 2026$121.23 million
- Unity Technologies net income attributable to the company's shareholders, quarter ended Sep 30, 2026: the same figure a year earlier−$126.36 million
- Unity Technologies, Form 10-Q of Nov 5, 2026: filed onNov 5, 2026
- how the 10-Q describes Create SolutionsThe filing's own figures ↗
- how the 10-Q says Create Solutions revenue is generatedThe filing's own figures ↗
- how the 10-Q describes Grow SolutionsThe filing's own figures ↗
- Unity Technologies revenue from Grow Solutions (product or service), quarter ended Sep 30, 2026$457.02 million
- Unity Technologies revenue from Grow Solutions (product or service), quarter ended Sep 30, 2026: change on the year before43.6%
- Unity Technologies revenue from Grow Solutions (product or service), quarter ended Sep 30, 2026: its share of the filing's total revenue for the same period73.5%
- Unity Technologies revenue from Create Solutions (product or service), quarter ended Sep 30, 2026$165.07 million
- Unity Technologies revenue from Create Solutions (product or service), quarter ended Sep 30, 2026: change on the year before8.3%
- how the 10-Q describes monetization solutionsThe filing's own figures ↗
- the company on why revenue roseThe filing's own figures ↗
- the ironSource Ads Network sunset and Supersonic exitfirst quarter of 2026The filing's own figures ↗
- sale of Supersonic, completed Aug 4, 2026$38.0 million, Aug 4, 2026The filing's own figures ↗
- the company on Create Solutions revenue2025The filing's own figures ↗
- Unity Technologies revenue from Greater China (region), quarter ended Sep 30, 2026$157.44 million
- Unity Technologies revenue from Greater China (region), quarter ended Sep 30, 2026: change on the year before74.1%
- Unity Technologies revenue from EMEA (region), quarter ended Sep 30, 2026$184.72 million
- Unity Technologies revenue from EMEA (region), quarter ended Sep 30, 2026: change on the year before24.8%
- Unity Technologies revenue from United States (region), quarter ended Sep 30, 2026$144.46 million
- Unity Technologies revenue from United States (region), quarter ended Sep 30, 2026: change on the year before10.5%
- Unity Technologies operating income, quarter ended Sep 30, 2026: its share of the report's revenue16.2%
- Unity Technologies operating income, quarter ended Sep 30, 2026: its share of the report's revenue a year earlier-26.7%
- Unity Technologies net income attributable to the company's shareholders, quarter ended Sep 30, 2026: its share of the report's revenue19.5%
- Unity Technologies net income attributable to the company's shareholders, quarter ended Sep 30, 2026: its share of the report's revenue a year earlier-26.9%
- the company on cost of revenue this quarterfirst quarter of 2026The filing's own figures ↗
- the company on interest and other income this quarterThe filing's own figures ↗
- the company on its income tax lineThe filing's own figures ↗
- Unity Technologies net income including non-controlling interests, quarter ended Sep 30, 2026$121.59 million
- gain on the sale of Supersonic$4.5 millionThe filing's own figures ↗
- fourth-quarter adjusted EBITDA guidance, the company measure$290 million to $295 millionUnity earnings release (Exhibit 99.1 to an 8-K), Nov 5, 2026 ↗
- fourth-quarter strategic revenue guidance$683 million to $691 millionUnity earnings release (Exhibit 99.1 to an 8-K), Nov 5, 2026 ↗
- fourth-quarter non-strategic revenue guidance$5 millionUnity earnings release (Exhibit 99.1 to an 8-K), Nov 5, 2026 ↗
- how the 10-Q defines adjusted EBITDAThe filing's own figures ↗
- what the release says non-strategic revenue consists ofUnity earnings release (Exhibit 99.1 to an 8-K), Nov 5, 2026 ↗
- which documents of filing 0001810806-26-000055 we holdWe hold the text of this filing's management discussion and analysis (22 subsections); notes to its financial statements (12 numbered notes). We do not hold the filing's other exhibits, and nothing else of it is held: a sentence about what the filing does not say is about the text we hold.
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The record
- Company
- Unity Technologies (CIK 1810806)
- Form
- 10-Q
- Accession
- 0001810806-26-000055
- Filed
- Nov 5, 2026
- Period covered
- Jul 1, 2026 – Sep 30, 2026
- Revenue
- 622,092,000 USD
- Revenue, a year earlier
- 470,615,000 USD
- Operating income
- 100,647,000 USD
- Operating income, a year earlier
- −125,856,000 USD
- Net income attributable to shareholders
- 121,229,000 USD
- Net income attributable to shareholders, a year earlier
- −126,362,000 USD
Quarterly revenue, last 8 periods
The earnings release
About Unity Technologies
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