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Revenue by Segment
Breaks revenue into Unity’s core businesses (for example, authoring tools and licensing, operating services like analytics, cloud and ads, and other strategic partnerships), showing which parts drive growth, which are profitable, and how shifts between segments affect future margins and risk exposure.Unity’s revenue mix has decisively shifted: Grow is now the primary engine—high, steady, and accelerating—while Create has settled into mid‑teens growth; Operate and Strategic Partnerships were removed after 2022, so historical comps require caution. Management confirms Vector-driven Grow momentum and strong guidance, but Q2 includes temporary non‑strategic ad revenue (~$50M) that will roll off, meaning organic strategic Grow is even stronger. GAAP profitability looks plausible as amortization and SBC decline, though elevated AI/cloud spend and transition costs will cause near‑term margin variability.
Date | Create Solutions | Grow Solutions | Operate Solutions | Strategic Partnerships and Other |
|---|---|---|---|---|
Jun 30, 2026 | $157.62M | $388.85M | $0.00 | $0.00 |
Mar 31, 2026 | $156.65M | $351.59M | $0.00 | $0.00 |
Dec 31, 2025 | $164.89M | $338.20M | $0.00 | $0.00 |
Sep 30, 2025 | $152.00M | $318.00M | $0.00 | $0.00 |
Jun 30, 2025 | $154.00M | $287.00M | $0.00 | $0.00 |
Mar 31, 2025 | $150.00M | $285.00M | $0.00 | $0.00 |
Dec 31, 2024 | $152.00M | $305.00M | $0.00 | $0.00 |
Sep 30, 2024 | $147.37M | $299.15M | $0.00 | $0.00 |
Jun 30, 2024 | $150.78M | $298.48M | $0.00 | $0.00 |
Mar 31, 2024 | $164.00M | $297.00M | $0.00 | $0.00 |