Coverage summary
Aardvark Labs Capital Research has covered Unity Software (U) since August 7, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published November 6, 2026. The current rating is Outperform, unchanged since the Q1 2026 Earnings Recap of May 8, 2026. The rating has changed 3 times since coverage began.
Translations: 5 in Chinese.
The Excel model for U holds 21 quarters and 5 fiscal years of history and 7 quarters and 5 fiscal years of projections. It was last updated October 17, 2026.
Rating history
All U reports
Recap: Q3 2026
Vector Doubles Its Growth Guide and Takes Unity Into GAAP Profit
Recap: Q2 2026
Unity's Best Quarter: Vector Doubles Its Own Guide, Runtime Data Goes Live, and GAAP Profit Moves Up a Quarter
Recap: Q1 2026
Unity AI Answers the Genie Bear: A Beat Above a Raised Guide, Vector's Fourth Straight Sequential Quarter, and a GAAP-Profit Date — Upgrading Unity to Outperform
Recap: Q4 2025
Vector Wins the Quarter and Loses the Tape: A Beat-the-High-End Print Meets a Flat Guide, a Withheld Outlook, and the Genie Overhang — Downgrading Unity to Hold
Recap: Q3 2025
The Proof Arrives: Grow Accelerates to +11% Sequential, Margins Expand to 23%, and Both Segments Grow Organically — Upgrading Unity to Outperform
Recap: Q2 2025
Vector Delivers the Inflection, the Guide Delivers the Reversal: Unity Beats Across the Board but Closes Down 6% — Initiating at Hold