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Dollar-Based Net Expansion Rate
Measures how much revenue from existing customers grows or shrinks over time after upsells, downsells, and churn; a rate above 100% means Unity is expanding revenue from its installed base, which signals healthy product adoption and long-term recurring revenue potential, while a falling rate can warn of weakening customer engagement.After a multi‑quarter slide into contraction, Unity’s dollar‑based net expansion has stabilized and moved back above the neutral level, indicating existing customers are once again net revenue growers. That aligns with the earnings call’s Vector-led momentum and Create rebound, suggesting improved monetization and cross‑sell. Caveats: some improvement reflects product‑mix and one‑time adjustments, the IronSource wind‑down creates near‑term mix headwinds, and runtime benefits will compound over quarters rather than produce an instant uplift.
Date | Dollar-Based Net Expansion Rate |
|---|---|
Sep 30, 2025 | 103.00 |
Jun 30, 2025 | 100.00 |
Mar 31, 2025 | 97.00 |
Dec 31, 2024 | 96.00 |
Sep 30, 2024 | 94.00 |
Jun 30, 2024 | 96.00 |
Mar 31, 2024 | 101.00 |
Dec 31, 2023 | 104.00 |
Sep 30, 2023 | 102.00 |
Jun 30, 2023 | 106.00 |