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Upturn AI SWOT - About
U 
Unity Software Inc (U)
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Upturn Advisory Summary
08/14/2025: U (3-star) is a STRONG-BUY. BUY since 60 days. Profits (72.83%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
29 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $33.98
1 Year Target Price $33.98
| 12 | Strong Buy |
| 4 | Buy |
| 13 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.72% | Avg. Invested days 26 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.23B USD | Price to earnings Ratio - | 1Y Target Price 33.98 |
Price to earnings Ratio - | 1Y Target Price 33.98 | ||
Volume (30-day avg) 29 | Beta 2.32 | 52 Weeks Range 15.33 - 38.99 | Updated Date 08/15/2025 |
52 Weeks Range 15.33 - 38.99 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate 0.13 | Actual 0.18 |
Profitability
Profit Margin -24.38% | Operating Margin (TTM) -26.87% |
Management Effectiveness
Return on Assets (TTM) -4.52% | Return on Equity (TTM) -12.62% |
Valuation
Trailing PE - | Forward PE 1111.11 | Enterprise Value 16775347256 | Price to Sales(TTM) 9.12 |
Enterprise Value 16775347256 | Price to Sales(TTM) 9.12 | ||
Enterprise Value to Revenue 9.43 | Enterprise Value to EBITDA 4385.71 | Shares Outstanding 422518016 | Shares Floating 334215875 |
Shares Outstanding 422518016 | Shares Floating 334215875 | ||
Percent Insiders 4.74 | Percent Institutions 81.04 |
Upturn AI SWOT
Unity Software Inc
Company Overview
History and Background
Unity Software Inc. was founded in Copenhagen in 2004 and released its first version in 2005. It initially focused on democratizing game development by providing an accessible engine. Over time, it expanded beyond gaming into other industries, including architecture, engineering, construction (AEC), automotive, and film.
Core Business Areas
- Create Solutions: Provides the Unity Engine, a real-time 3D development platform. This includes tools and services for content creation, testing, and deployment across various platforms.
- Grow Solutions: Offers tools and services to help developers acquire, engage, and monetize their user base. This segment includes advertising, analytics, and other monetization solutions.
Leadership and Structure
John Riccitiello serves as CEO (transitioning out). The company has a typical corporate structure with various departments like engineering, marketing, sales, and finance, reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Competitors: Unreal Engine,GameMaker Studio 2,Godot Engine
- Unity Engine: The core product is the Unity Engine, a real-time 3D development platform used for creating interactive content. Unity's market share in mobile games development is estimated to be significant. Unreal Engine (Epic Games) is a major competitor. Market share is around 45% to 50% for mobile gaming engine use.
- Competitors: Google AdMob,IronSource,AppLovin
- Unity Ads: An advertising platform that helps developers monetize their games. Competitors include Google AdMob and ironSource.
- Competitors: GameAnalytics,Mixpanel
- Unity Analytics: Provides developers with insights into player behavior and game performance.
Market Dynamics
Industry Overview
The real-time 3D development industry is growing rapidly, driven by demand for interactive content in gaming, VR/AR, and other sectors. Digital twins, simulations and training are also key drivers
Positioning
Unity is positioned as a leading provider of real-time 3D development tools, with a focus on accessibility and ease of use. Its competitive advantages include its large user base, cross-platform support, and extensive asset store.
Total Addressable Market (TAM)
The total addressable market is estimated to be over $45 billion. Unity is well-positioned to capture a significant share of this market, leveraging its strengths in gaming and expanding into other industries.
Upturn SWOT Analysis
Strengths
- Large and active community
- Cross-platform support
- Extensive asset store
- Strong brand recognition
- Accessibility for developers of all skill levels
Weaknesses
- Performance issues in some games
- Pricing model complexities and previous user backlash
- Customer Service Quality
- Dependency on key personnel
Opportunities
- Growth in VR/AR market
- Expansion into non-gaming industries (AEC, automotive, film)
- Increased adoption of real-time 3D technology
- Partnerships with major technology companies
Threats
- Competition from Unreal Engine
- Changes in platform policies (e.g., app store fees)
- Economic downturn affecting game development budgets
- Technological disruptions in the industry
Competitors and Market Share
Key Competitors
- EPIC (Private)
- ADSK
- GOOG
Competitive Landscape
Unity's advantages include its ease of use and large asset store, while Unreal Engine is known for its high-fidelity graphics capabilities. Autodesk focuses more on enterprise and industrial applications.
Major Acquisitions
Weta Digital VFX
- Year: 2021
- Acquisition Price (USD millions): 1625
- Strategic Rationale: Acquired Weta's tools and talent to enhance Unity's capabilities in visual effects and real-time content creation.
Growth Trajectory and Initiatives
Historical Growth: Unity has experienced strong growth in revenue and user base over the past years, driven by the adoption of its platform in gaming and other industries.
Future Projections: Analysts project continued revenue growth, driven by expansion into new markets and increased adoption of real-time 3D technology.
Recent Initiatives: Recent initiatives include partnerships with technology companies, acquisitions of complementary businesses, and investments in new technologies.
Summary
Unity is a leading real-time 3D development platform with a strong presence in gaming. Its strengths lie in its ease of use, large community, and cross-platform support. However, it faces competition from Unreal Engine and needs to improve profitability and address customer concerns about pricing. Expansion into non-gaming industries presents a significant growth opportunity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
- Company Investor Relations
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Please consult a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Unity Software Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2020-09-18 | CEO, President & Director Mr. Matthew Samuel Bromberg J.D. | ||
Sector Technology | Industry Software - Application | Full time employees 4987 | Website https://unity.com |
Full time employees 4987 | Website https://unity.com | ||
Unity Software Inc. operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America. The company's platform offers artificial intelligence solutions that support developers through the entire development lifecycle, which includes prototyping, live service operation, user acquisition, and monetization. It also provides Create Solutions, a set of tools and services used to build, ship, and run real-time 2D and 3D content; and Grow Solutions, which allows customers to grow and engage their user base and monetize their content. In addition, the company offers enterprise support and consumption services; professional services, including consulting, platform integration, training, and custom application and workflow development services; and advertising and game publishing services. It provides its solutions directly through its online store, field sales operations, independent distributors, and resellers. The company serves enterprises, mid-market companies, and government and non-profit institutions; mid-sized, small, and independent businesses; and individuals across various industries. Unity Software Inc. was founded in 2004 and is headquartered in San Francisco, California.
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