Unity Reports Strong Q4 2025 Results as Founder Steps Down

Unity reported fourth-quarter (Q4) and full-year 2025 financial results on Feb 11, 2026, with results comfortably exceeding the high end of its guidance. The company posted Q4 revenue of $503 million USD, up 10% year-over-year (YoY), alongside growth in both Create and Grow Solutions.

Board changes were also confirmed separately, with Unity co-founder and former CEO, David Helgason, and IronSource founder, Tomer Bar-Zeev, stepping down, effective immediately.

Unity attributed the quarter’s outperformance to sustained expansion in its advertising and platform businesses. The growth was led by Vector, its AI-driven advertising optimization platform within Grow Solutions. 

It also cited rising adoption of Unity 6, the company’s latest engine release for building and deploying real-time games and interactive experiences.

President and CEO, Matt Bromberg, said the Q4 results “once again comfortably exceeded the high-end of our guidance,” led by “exceptional performance from Vector.” He added that the platform delivered its third consecutive quarter of mid-teen sequential revenue growth, alongside the strongest Create segment expansion in more than two years.

Vector Growth Drives Unity's Q4 2025 Revenue Performance

Create Solutions generated $165M in Q4 revenue, increasing 8% YoY, driven by subscription growth. Grow Solutions' revenue reached $338M, up 11% YoY. Unity stated that Vector represented 56% of total Grow Solutions revenue during the quarter.

The expansion helped offset declines in the IronSource Ad Network, which accounted for 11% of Grow revenue. The performance shift coincided with Bar-Zeev’s departure from the board.

Unity reported a generally accepted accounting principles (GAAP) net loss of $89M, compared with a net loss of $123M a year earlier. Its net loss margin narrowed to 18%. Adjusted EBITDA rose to $125M with a 25% margin. Net cash provided by operating activities totaled $121M, while free cash flow reached $119M.

Cash and cash equivalents, including restricted cash, stood at $2.06B, as of Dec 31, 2025.

Board Changes, Pricing Updates, and Unity’s 2026 Outlook

Responding to the leadership changes, Bromberg said Helgason and Bar-Zeev were “vital partners” in Unity’s growth and transformation and noted their continued support.

Bernard Kim, previously president of publishing at Zynga, is set to join Unity’s board on May 1, 2026. He stated that Unity plays a foundational role in how interactive experiences are created, distributed, and scaled.

For Q1 2026, Unity forecasts revenue between $480M to $490M. The company expects flat sequential performance in Grow Solutions and double-digit YoY growth in Create.

Separately, Unity confirmed pricing and packaging updates. Pro and Enterprise subscription prices rose 5%, on Jan 12, 2026. Enterprise plans may also carry a minimum subscription requirement.

Meanwhile, Unity 6.3 will no longer bundle Havok Physics with Pro, Enterprise, or Industry tiers. Expanded free access to Unity DevOps is scheduled to roll out during 2026.

Unity’s results underscore a shift toward platform subscriptions and Vector-led advertising growth as it enters fiscal year (FY) 2026.