Unity Software(US:U) 智通财经网·2025-11-05 14:45Core Viewpoint - Unity Software's stock price increased over 11% following the release of its third-quarter earnings report, which significantly exceeded market expectations [1] Financial Performance - Adjusted earnings per share for Q3 were $0.20, surpassing Wall Street's expectation of $0.17 [1] - Quarterly revenue grew by 5% year-over-year, reaching $471 million, also above the market estimate of $450 million [1] - Create Solutions segment revenue was $152 million, up from $147 million year-over-year, while Grow Solutions revenue increased from $299 million to $318 million, indicating steady expansion in core product lines [1] Cash Flow and Profitability - Adjusted EBITDA for Q3 was $109 million, with operating cash flow at $155 million and free cash flow at $151 million, reflecting improved profitability and healthy cash flow [1] Management Commentary - CEO Matthew Bromberg attributed the strong performance to the growth driven by Unity Vector AI and the continued expansion of the Create business, indicating a new growth cycle due to rising consumer demand for interactive entertainment content [1] Outlook - For Q4, the company expects revenue between $480 million and $490 million, exceeding analysts' prior estimate of $473 million; adjusted EBITDA is projected to be between $110 million and $115 million, demonstrating management's confidence in ongoing profitability [1]