Unity, also known as Unity Software, a publicly owned company headquartered in the US, was founded in 2004 and employs approximately 7,760 individuals. The company reported $1.8B in revenue as of 2025. Functioning as a platform for creating and operating real-time 3D (RT3D) content, Unity specializes in RTB and programmatic solutions.
Investors expressed fears on March 13 that artificial intelligence (AI) could disrupt the software industry, though some analysts believe Unity Software (NYSE: U) will remain resilient and could be undervalued. This followed Citizens Financial Group reaffirming a "Market Outperform" rating for Unity Software on March 10, setting a price target of $37. Earlier, on March 9, Bank of America upgraded its rating on Unity Software, citing improvements to its balance sheet, expectations for a new technology roadmap, and an upcoming advertising data update. These developments came after Unity Software reported fourth-quarter revenue of US$503.1 million on March 5, exceeding expectations and representing 10.1% year-on-year growth. Despite the strong revenue performance, the company issued a softer EBITDA outlook, which also contributed to ongoing AI concerns among investors.
Unity offers 3 products in the enterprise tech, ad tech and services and media tech industries. Unity's product portfolio comprises of generative AI, RTB and programmatic and graphics.
Subscribe for full access to Unity's products in full detail
Unity's revenues were $1.8B in 2025. Caretta Research has split Unity's revenue into 3 different product categories, the largest of which is mobile ad network, which represents 62% of Unity's revenue.
Subscribe for full access to Unity's revenue in full detail
Subscribe for full access to Unity's products in full detail 
