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Upturn AI SWOT - About
U 
Unity Software Inc (U)
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Upturn Advisory Summary
09/12/2025: U (4-star) is a STRONG-BUY. BUY since 80 days. Simulated Profits (95.91%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
29 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $34.75
1 Year Target Price $34.75
| 12 | Strong Buy |
| 4 | Buy |
| 13 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 24.37% | Avg. Invested days 28 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.40B USD | Price to earnings Ratio - | 1Y Target Price 34.75 |
Price to earnings Ratio - | 1Y Target Price 34.75 | ||
Volume (30-day avg) 29 | Beta 2.33 | 52 Weeks Range 15.33 - 46.00 | Updated Date 09/14/2025 |
52 Weeks Range 15.33 - 46.00 | Updated Date 09/14/2025 | ||
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 144.93 | Enterprise Value 18942864022 | Price to Sales(TTM) 10.34 |
Enterprise Value 18942864022 | Price to Sales(TTM) 10.34 | ||
Enterprise Value to Revenue 10.64 | Enterprise Value to EBITDA 4952.38 | Shares Outstanding 422518016 | Shares Floating 335677786 |
Shares Outstanding 422518016 | Shares Floating 335677786 | ||
Percent Insiders 4.7 | Percent Institutions 85.8 |
Upturn AI SWOT
Unity Software Inc
Company Overview
History and Background
Unity Software Inc. was founded in Copenhagen in 2004 and publicly launched in 2005. Initially focused on making game development more accessible, it has evolved into a comprehensive platform for creating and operating real-time 3D (RT3D) content.
Core Business Areas
- Create Solutions: Provides tools and services for creating interactive 2D and 3D content. Includes the Unity Editor, asset store, and other creation-related tools. Target creators, game developers, artists, architects, automotive designers, filmmakers, and others to build and design interactive, real-time experiences.
- Grow Solutions: Offers solutions for operating and monetizing content, including tools for user acquisition, engagement, and monetization. Includes services like Unity Ads, Unity IAP, and analytics. Help creators and developers to grow their business or organizations through user engagement and monetization.
Leadership and Structure
John Riccitiello (CEO until recently, interim CEO now is James M. Whitehurst), composed of business departments, and engineering departments.
Top Products and Market Share
Key Offerings
- Unity Editor: A real-time 3D development platform used to create games, simulations, and other interactive content. Unity has about 45% market share in mobile games and a significant presence in VR/AR development. Competitors include Unreal Engine (EPIC), Godot, and GameMaker.
- Unity Ads: An advertising platform that allows developers to monetize their games and applications. Revenue generated is substantial but varies year-to-year and is impacted by market conditions. Competitors include Google AdMob, ironSource, and AppLovin.
- Multiplay: A dedicated game server hosting solution which facilitates smooth multiplayer gaming experiences. Competitors include Photon, PlayFab (Microsoft), and AWS GameLift.
Market Dynamics
Industry Overview
The real-time 3D (RT3D) content creation and operation market is experiencing rapid growth, driven by advancements in technology and increasing demand across various industries. The gaming industry remains a core market, with expansion into architecture, engineering, construction (AEC), automotive, and film/entertainment.
Positioning
Unity is positioned as a leading platform for both game development and other RT3D applications. Its competitive advantages include its ease of use, cross-platform compatibility, large asset store, and developer community.
Total Addressable Market (TAM)
Estimates suggest a TAM of approximately $40-50 billion for the real-time 3D market. Unity is positioned to capture a significant portion of this TAM, particularly in gaming and industrial applications.
Upturn SWOT Analysis
Strengths
- Large and active developer community
- Cross-platform compatibility
- Extensive asset store
- Strong brand recognition
- Versatile engine applicable to various industries
Weaknesses
- Past pricing policy controversy
- Dependence on developer adoption
- Profitability concerns
- Competition from Unreal Engine
Opportunities
- Growth in VR/AR market
- Expansion into industrial applications (AEC, Automotive)
- Increasing demand for real-time 3D content
- Cloud-based solutions
- AI-driven development tools
Threats
- Competition from other game engines (Unreal, Godot)
- Economic downturn affecting developer budgets
- Technological advancements rendering current tools obsolete
- Changing consumer preferences
Competitors and Market Share
Key Competitors
- Epic Games (private)
- Autodesk (ADSK)
- Adobe (ADBE)
Competitive Landscape
Unity's advantages include its ease of use, cross-platform compatibility, and large developer community. Unreal Engine (Epic Games) offers higher fidelity graphics and is preferred by some developers for AAA games. Autodesk provides software for design and engineering. Adobe focuses on creative software, with some overlap in areas like visual effects and animation.
Major Acquisitions
Ziva Dynamics
- Year: 2021
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquisition of Ziva Dynamics enhance Unity's technology for creating realistic human characters and other digital creatures within its platform.
Weta Digital
- Year: 2022
- Acquisition Price (USD millions): 1625
- Strategic Rationale: Unity aimed to democratize advanced visual effects tools by integrating Weta Digital's technology into its platform.
Growth Trajectory and Initiatives
Historical Growth: Unity has experienced substantial revenue growth in recent years, driven by increasing adoption of its platform and expansion into new markets. However, profitability has been a challenge.
Future Projections: Analysts project continued revenue growth for Unity, driven by the expansion of the RT3D market and the company's strategic initiatives. Profitability improvements are expected as the company scales its operations.
Recent Initiatives: Focus on improving developer experience, expanding into new markets, and developing cloud-based solutions.
Summary
Unity is a key player in the real-time 3D space, holding a significant market share. Its large community and cross-platform capabilities are major strengths. However, concerns surrounding pricing and profitability need to be addressed. Future growth hinges on capitalizing on opportunities in VR/AR and industrial applications.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is approximate and may not be current. Market share figures are estimates and may vary depending on the source.
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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