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美股异动 | 最新业绩指引略微不及市场预期 Unity Software(U.US)盘前暴跌超23%
智通财经网· 2026-02-11 14:20
智通财经APP获悉,周三,Unity Software(U.US)盘前股价暴跌,截至发稿,该股跌超23%,报22.32美 元。大跌主要源于公司最新业绩指引不及市场预期。该公司预计2026年第一季度营收中值为4.85亿美 元,低于分析师普遍预期的4.918亿美元,虽然下调幅度仅约1.4%,在当前软件板块整体面临增长可持 续性和估值重估压力的背景下,任何指引层面的"边际走弱"都会被市场迅速放大,引发投资者对公司未 来增长前景的担忧。 ...
Unity Software Inc. (U) Surpasses Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-11 14:15
Unity Software Inc. (U) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to a loss of $0.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +20.00%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.2, delivering a surprise of +17.65%.Over the last four quarters, the company ha ...
盘前暴跌近30%,业绩核心指标却双杀预期:Unity(U.US)的AI转型是否被市场错杀?
智通财经网· 2026-02-11 13:53
智通财经APP获悉,全球领先游戏引擎开发商Unity Software(U.US)周二公布2025年第四季度财报,在市 场深陷"AI 削弱传统软件价值"的疑虑中,Unity 用一份核心指标双杀预期的战报给出了有力回击。受AI 驱动的Vector业务连续三个季度实现中双位数环比增长及Create业务创两年最佳表现推动,公司季度营 收首次站上5亿美元关口。 数据显示,公司Q4总营收为5.031亿美元,超越市场一致预期的4.8895亿美元;每股收益(EPS)为0.24美 元,较分析师预期值0.21美元高出0.03美元。 核心业务拆解:AI 并非挑战者,而是增长引擎 公司高管发表了乐观言论。Unity总裁兼首席执行官马特·布朗伯格表示:"第四季度业绩再次轻松超越指 引上限。Vector展现迅猛增长动能,该业务已连续三个季度实现中双位数环比营收增长,同时Create业 务也创下逾两年来最快增速。" "随着Vector展现迅猛增长动能,Unity 6引擎采用速度达到我们历史上最高水平,公司成为下一代交互 娱乐核心基础设施的战略目标正愈发清晰。" 盈利能力方面,Q4 GAAP 净亏损显著收窄至 8900 万美元,亏损率优化 ...
Unity Software Stock Plummets 26% on Earnings. Weak Outlook Intensifies AI Worries.
Barrons· 2026-02-11 13:50
The maker of game-development software beats earnings expectations but issues weak guidance for the current quarter. ...
Unity Software(U) - 2025 Q4 - Annual Report
2026-02-11 12:03
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR For the transition period from _______ to _______ Commission File Number: 001-39497 UNITY SOFTWARE INC. (Exact name of registrant as specified in its charter) Delaware 27-0334803 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 116 Ne ...
Unity Software(U) - 2025 Q4 - Annual Results
2026-02-11 12:01
Exhibit 99.1 Unity Reports Fourth Quarter and Fiscal Year 2025 Financial Results SAN FRANCISCO, February 11, 2026 -- Unity (NYSE: U), the world's leading game engine, today announced financial results for the fourth quarter and fiscal year ended December 31, 2025. "Fourth quarter results once again comfortably exceeded the high-end of our guidance, led by exceptional performance from Vector, which experienced its third consecutive quarter of mid-teen sequential revenue growth, and the best growth we've seen ...
Top Wall Street Forecasters Revamp Unity Software Expectations Ahead Of Q4 Earnings - Unity Software (NYSE:U)
Benzinga· 2026-02-11 07:09
Unity Software Inc. (NYSE:U) will release earnings for its fourth quarter before the opening bell on Wednesday, Feb. 11.Analysts expect the San Francisco, California-based company to report quarterly loss of 21 cents per share. That's up from 30 cents per share in the year-ago period. The consensus estimate for Unity Software's quarterly revenue is $492.82 million (it reported $457.1 million last year), according to Benzinga Pro.On Feb. 10, Unity appointed gaming and technology veteran Bernard Kim as an ind ...
Top Wall Street Forecasters Revamp Unity Software Expectations Ahead Of Q4 Earnings
Benzinga· 2026-02-11 07:09
Group 1 - Unity Software Inc. is set to release its fourth-quarter earnings on February 11, with analysts predicting a loss of 21 cents per share, an improvement from a loss of 30 cents per share in the same period last year [1] - The consensus estimate for Unity's quarterly revenue is $492.82 million, up from $457.1 million reported last year [1] - Unity appointed Bernard Kim as an independent director to its Board of Directors, effective May 1 [2] Group 2 - Unity's shares increased by 5.6%, closing at $29.06 on Tuesday [2] - Analysts are providing updated ratings and insights on Unity, accessible through Benzinga's Analyst Stock Ratings page [2]
Samsung to hold its Galaxy S26 event on February 25
TechCrunch· 2026-02-11 07:06
Samsung sent out invites Tuesday to its next Galaxy Unpacked event, scheduled for February 25 in San Francisco, where the company is expected to launch its Galaxy 26 series of smartphones.AI features will be at the forefront again, as the company said the upcoming phones are “built to simplify everyday interactions, inspire confidence and make Galaxy AI feel seamlessly integrated from the moment it’s in hand.” A standout feature the company has teased is a privacy display expected to debut on the Galaxy S2 ...
Jim Cramer Calls Unity (U) a “Candidate to Be Hurt By” AI
Yahoo Finance· 2026-02-10 14:49
Unity Software Inc. (NYSE:U) is one of the stocks Jim Cramer looked at recently. Noting that the stock is down, a caller asked if the company’s management is unable to execute and if AI is “going to take over the business.” Cramer replied: I think that these guys are a candidate to be hurt by it. But you know what?… We should just have them on, and make the decision like that… Let’s hear them out after the decline that this stock has had. Jim Cramer Calls Unity (U) a “Candidate to Be Hurt By” AI Unity ...