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Upturn AI SWOT - About
U 
Unity Software Inc (U)
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Upturn Advisory Summary
10/14/2025: U (3-star) is currently NOT-A-BUY. Pass it for now.
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 $36.23
1 Year Target Price $36.23
| 12 | Strong Buy |
| 4 | Buy |
| 13 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.38% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.69B USD | Price to earnings Ratio - | 1Y Target Price 36.23 |
Price to earnings Ratio - | 1Y Target Price 36.23 | ||
Volume (30-day avg) 29 | Beta 2.32 | 52 Weeks Range 15.33 - 46.94 | Updated Date 10/14/2025 |
52 Weeks Range 15.33 - 46.94 | Updated Date 10/14/2025 | ||
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 - | When - | Estimate - | Actual - |
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 129.87 | Enterprise Value 17062659420 | Price to Sales(TTM) 8.82 |
Enterprise Value 17062659420 | Price to Sales(TTM) 8.82 | ||
Enterprise Value to Revenue 9.59 | Enterprise Value to EBITDA 4460.83 | Shares Outstanding 422517888 | Shares Floating 343798580 |
Shares Outstanding 422517888 | Shares Floating 343798580 | ||
Percent Insiders 4.46 | Percent Institutions 92.61 |
Upturn AI SWOT
Unity Software Inc
Company Overview
History and Background
Unity Software Inc. was founded in Copenhagen in 2004. Initially focused on developing a game engine to democratize game development, it released its first version in 2005. Over time, Unity expanded beyond gaming into other industries, including architecture, engineering, construction (AEC), automotive, and film.
Core Business Areas
- Create Solutions: Provides tools and services for creating interactive, real-time 3D (RT3D) content. This includes the Unity Editor, a comprehensive suite for developing games and other applications, and related services like asset store and cloud-based tools.
- Grow Solutions: Offers solutions for game developers and other content creators to acquire, engage, and monetize their users. This includes advertising platforms, analytics tools, and other services designed to help businesses grow their audience and revenue.
Leadership and Structure
John Riccitiello is the current CEO. The company has a typical corporate structure with a board of directors and various executive leadership roles overseeing different business units.
Top Products and Market Share
Key Offerings
- Unity Editor: The core game engine and development platform. Unity holds a significant market share in the game engine market, estimated around 45% in mobile games. Competitors include Unreal Engine, GameMaker Studio 2, and Godot Engine.
- Unity Ads: Advertising platform that allows developers to monetize their games. Market share in mobile gaming advertising is substantial but fiercely competitive. Competitors include Google AdMob, ironSource, and AppLovin.
Market Dynamics
Industry Overview
The game engine market is experiencing growth, fueled by the increasing demand for interactive 3D content in gaming and other industries. Real-time 3D is also expanding into areas like the metaverse and digital twins.
Positioning
Unity is a leading provider of game engine and development tools, with a strong focus on accessibility and ease of use. It has expanded into other industries and is positioned as a versatile platform for creating real-time 3D content.
Total Addressable Market (TAM)
Estimated to be hundreds of billions of dollars, spanning gaming, AEC, automotive, media & entertainment, and other sectors. Unity is positioned to capture a significant portion of this TAM with its diverse product portfolio.
Upturn SWOT Analysis
Strengths
- Large and active developer community
- Cross-platform support
- Strong brand recognition
- Versatile engine applicable to various industries
Weaknesses
- Past pricing model controversies created user trust issues
- Reliance on advertising revenue
- Complexity in navigating the platform for beginners
Opportunities
- Growth in the metaverse and XR market
- Expansion into new industries (AEC, automotive)
- Increased adoption of RT3D in enterprise applications
Threats
- Competition from other game engines (Unreal Engine)
- Changes in advertising regulations
- Economic downturn impacting game development spending
Competitors and Market Share
Key Competitors
- EPIC
- ADSK
- GOOG
Competitive Landscape
Unity's strengths lie in its ease of use and large community. Unreal Engine offers higher fidelity graphics but can be more complex to use. Autodesk offers specialized tools in the AEC and manufacturing sector.
Major Acquisitions
ironSource
- Year: 2022
- Acquisition Price (USD millions): 4400
- Strategic Rationale: Aimed to strengthen Unity's advertising and monetization capabilities.
Growth Trajectory and Initiatives
Historical Growth: Unity has experienced substantial revenue growth over the past decade, driven by the increasing adoption of its engine and advertising platform.
Future Projections: Analyst estimates vary, but generally project continued revenue growth driven by the expansion of the RT3D market.
Recent Initiatives: Focus on enhancing the core engine, expanding into new industries, and improving its advertising platform.
Summary
Unity is a major player in the real-time 3D market, with a strong position in gaming and expanding into other industries. Its robust engine and large community are significant strengths. It faces strong competition and must navigate a changing advertising landscape to maintain its growth trajectory and restore user confidence in their pricing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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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