{"data":{"ticker":"U","slug":"unity-software","name":"Unity Software","exchange":"NYSE","sector":"Technology","headquarters":"San Francisco, California","ceo":"Matthew Samuel Bromberg","employees":4412,"website":"https://unity.com","founded":"2004","layers":[{"slug":"ai-software","name":"AI Software & Platforms"}],"exposure":{"score":15,"tier":"Peripheral","rationale":"Unity sells its real-time 3D engine and ad monetization tools to game developers, with AI in asset creation, its Vector ad models, and digital twins. AI improves both engine and ads businesses, but the thesis is gaming ecosystem recovery, not the buildout."},"quote":{"price":51.49,"change24hPct":5.51,"change7dPct":36.58,"change30dPct":12.2,"change1yPct":28.63,"high52w":51.49,"low52w":17.13,"marketCap":22660179968,"peRatio":null,"eps":-0.8,"volume24h":1215604342},"nextEarningsDate":"2026-11-05","summary":"Unity Software makes a real-time 3D engine that game developers use to build and run games, plus advertising and monetization tools that help those developers earn money from players. Revenue comes from engine subscriptions and its ads business.","explainer":["Unity Software makes a real-time 3D engine that game developers use to build and run games, plus advertising and monetization tools that help those developers earn money from players. Revenue comes from engine subscriptions and its ads business.","AI runs through both sides. Unity Muse brings generative AI to asset creation, Unity Sentis runs machine learning models inside games, and AI supports game creation workflows and digital twin projects outside gaming. Its ad business also uses AI models to improve targeting.","Founded in 2004 and headquartered in San Francisco, Unity trades on the NYSE, employs roughly 4,400 people, and is led by CEO Matthew Bromberg."],"buildoutRole":"Unity sits in the AI Software & Platforms layer as a creation platform weaving AI into its engine and ads businesses. Muse speeds up asset creation, Sentis embeds ML models in games, and its Vector ad models apply AI to monetization. These improve the product, but the investment story is a recovery in the gaming ecosystem rather than the AI buildout itself. Supercycle scores Unity's AI exposure at 15 out of 100.","faq":[{"q":"What does Unity Software do?","a":"Unity sells a real-time 3D engine for building games, plus ad and monetization tools for developers. It also serves digital twin and spatial computing projects, with AI integrated across creation and advertising."},{"q":"How is Unity Software exposed to AI?","a":"Modestly. Supercycle scores it 15 out of 100. AI improves asset creation, in-game ML, and its ad models, but the thesis rests on gaming ecosystem recovery rather than demand from the AI buildout."},{"q":"What are Unity's main AI products?","a":"Unity Muse for generative asset creation, Unity Sentis for running ML models in games, AI game creation tools, and digital twin AI. Its advertising business also relies on AI-driven models."},{"q":"Where is Unity headquartered and who leads it?","a":"Unity Software is headquartered in San Francisco, California, and led by CEO Matthew Bromberg. The company was founded in 2004, trades on the NYSE, and employs roughly 4,400 people."}],"history1y":[{"date":"2026-09-28","close":39.86},{"date":"2026-09-29","close":39.72},{"date":"2026-09-30","close":40.93},{"date":"2026-10-01","close":43.61},{"date":"2026-10-02","close":43.61},{"date":"2026-10-05","close":45.68},{"date":"2026-10-06","close":44.95},{"date":"2026-10-07","close":45.44},{"date":"2026-10-08","close":45.89},{"date":"2026-10-09","close":46.88},{"date":"2026-10-12","close":46.68},{"date":"2026-10-13","close":46.63},{"date":"2026-10-14","close":41.4},{"date":"2026-10-15","close":43.34},{"date":"2026-10-16","close":40.4},{"date":"2026-10-19","close":40.58},{"date":"2026-10-20","close":40.16},{"date":"2026-10-21","close":41.21},{"date":"2026-10-22","close":40.27},{"date":"2026-10-23","close":40.79},{"date":"2026-10-26","close":40.33},{"date":"2026-10-27","close":40.1},{"date":"2026-10-28","close":39.5},{"date":"2026-10-29","close":39.27},{"date":"2026-10-30","close":37.7},{"date":"2026-11-02","close":38.87},{"date":"2026-11-03","close":40.48},{"date":"2026-11-04","close":42.46},{"date":"2026-11-05","close":48.8},{"date":"2026-11-06","close":51.49}],"incomeStatements":[{"ticker":"U","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":1849648000,"cost_of_revenue":477739000,"gross_profit":1371909000,"operating_expense":0,"operating_income":-479053000,"net_income":-402765000,"earnings_per_share":-0.96,"earnings_per_share_diluted":-0.96,"research_and_development":929516000,"selling_general_and_administrative_expenses":921446000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"U","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":1813255000,"cost_of_revenue":480853000,"gross_profit":1332402000,"operating_expense":0,"operating_income":-755149000,"net_income":-664114000,"earnings_per_share":-1.68,"earnings_per_share_diluted":-1.68,"research_and_development":924830000,"selling_general_and_administrative_expenses":1162721000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"U","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":2187317000,"cost_of_revenue":733722000,"gross_profit":1453595000,"operating_expense":0,"operating_income":-832794000,"net_income":-822011000,"earnings_per_share":-2.16,"earnings_per_share_diluted":-2.16,"research_and_development":1053588000,"selling_general_and_administrative_expenses":1232801000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"U","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":1391024000,"cost_of_revenue":442500000,"gross_profit":948524000,"operating_expense":0,"operating_income":-882213000,"net_income":-921062000,"earnings_per_share":-2.96,"earnings_per_share_diluted":-2.96,"research_and_development":959491000,"selling_general_and_administrative_expenses":871246000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"U","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":6837606000,"current_assets":2812463000,"cash_and_equivalents":2055840000,"total_liabilities":3341469000,"current_liabilities":1525872000,"total_debt":2235350000,"shareholders_equity":3237432000,"retained_earnings":-4138709000},{"ticker":"U","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":6737407000,"current_assets":2225351000,"cash_and_equivalents":1517672000,"total_liabilities":3310259000,"current_liabilities":889487000,"total_debt":2238922000,"shareholders_equity":3190671000,"retained_earnings":-3735944000},{"ticker":"U","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":7243441000,"current_assets":2324891000,"cash_and_equivalents":1590325000,"total_liabilities":3829063000,"current_liabilities":894103000,"total_debt":2711750000,"shareholders_equity":3182642000,"retained_earnings":-3071830000},{"ticker":"U","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":7833985000,"current_assets":2364640000,"cash_and_equivalents":1485084000,"total_liabilities":4079856000,"current_liabilities":1010284000,"total_debt":2707171000,"shareholders_equity":3528268000,"retained_earnings":-2249819000}],"holders13f":[{"slug":"gavin-baker","personName":"Gavin 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Here’s Why I’d Still Buy More.","source":null,"url":"https://www.fool.com/investing/2026/11/05/1-turnaround-stock-i-own-just-jumped-14-even-as-the-nasdaq-plunged-here-s-why-i-d-still-buy-more/?.tsrc=rss","date":"2026-11-05"},{"title":"Unity Software: 3 Key Takeaways for Long-Term Investors","source":null,"url":"https://www.fool.com/earnings/takeaways/2026/11/05/unity-software-3-key-takeaways-for-long-term-investors/?.tsrc=rss","date":"2026-11-05"},{"title":"Unity Software (U) Q3 2026 Earnings Call Transcript","source":null,"url":"https://www.fool.com/earnings/call-transcripts/2026/11/05/unity-software-u-q3-2026-earnings-call-transcript/?.tsrc=rss","date":"2026-11-05"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.554Z","tier":"free","source":"https://supercyclehq.com/stock/unity-software","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/U","html":"https://supercyclehq.com/stock/unity-software","md":"https://supercyclehq.com/stock/unity-software.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}