Unity's fourth quarter 2025 revenue grew 10% to $503M, beating estimates on strong Grow Solutions performance.

Unity reported fourth quarter revenue of $503 million, an increase of 10% year-over-year, and adjusted EPS of $0.24. These results surpassed consensus estimates of $490.2 million in revenue and $0.20 in adjusted EPS.

Key Highlights

• Fourth quarter revenue grew 10% YoY to $503 million, surpassing analyst expectations of $490.2 million, with adjusted EBITDA margin expanding to 25% from 23% a year ago.
• The Grow Solutions segment was the primary driver, with revenue of $338 million (up 11% YoY), led by strong performance from the Unity Vector ad engine which now comprises 56% of the segment's revenue.
• Guidance for the first quarter of 2026 was set at $480 million to $490 million, implying a sequential revenue decline from the fourth quarter's results.