KPI data tables

Unity operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.

Unity Deferred Revenue Current vs Long-Term (Quarterly) (USD millions)
PeriodCurrent deferred revenueLong-term deferred revenue
Q2 2026237.34820.278
Q1 2026229.50616.831
Q4 2025224.40514.038
Q3 2025225.64516.749
Q2 2025219.44815.48
Q1 2025188.4914.71
Q4 2024186.30416.846
Q3 2024189.8117.257
Q2 2024176.12710.173
Q1 2024170.4359.08

Source: Unity Software Inc. condensed consolidated balance sheets, Deferred revenue (current) and Long-term deferred revenue (USD thousands, stored in millions). Cross-checked to SEC XBRL us-gaap:ContractWithCustomerLiabilityCurrent (https://data.sec.gov/api/xbrl/companyconcept/CIK0001810806/us-gaap/ContractWithCustomerLiabilityCurrent.json) and us-gaap:ContractWithCustomerLiabilityNoncurrent (https://data.sec.gov/api/xbrl/companyconcept/CIK0001810806/us-gaap/ContractWithCustomerLiabilityNoncurrent.json). Q1 2024: 10-Q ended March 31, 2024, accession 0001810806-24-000098. Q2 2024: 10-Q ended June 30, 2024, accession 0001810806-24-000189. Q3 2024: 10-Q ended September 30, 2024, accession 0001810806-24-000227. Q4 2024: FY2024 10-K, accession 0001810806-25-000026. Q1 2025: 10-Q ended March 31, 2025, accession 0001810806-25-000095. Q2 2025: 10-Q ended June 30, 2025, accession 0001810806-25-000151. Q3 2025: 10-Q ended September 30, 2025, accession 0001810806-25-000169. Q4 2025: FY2025 10-K, accession 0001810806-26-000011. Q1 2026: 10-Q ended March 31, 2026, accession 0001810806-26-000032. Q2 2026 current $237,348 thousand and long-term $20,278 thousand: 10-Q ended June 30, 2026, accession 0001810806-26-000043 (https://www.sec.gov/Archives/edgar/data/1810806/000181080626000043/unity-20260630.htm).

Unity Publisher Payables (Quarterly) (USD millions)
PeriodPublisher payables
Q2 2026440.665
Q1 2026393.016
Q4 2025431.494
Q3 2025397.19
Q2 2025372.719
Q1 2025339.129
Q4 2024394.284
Q3 2024382.552
Q2 2024388.253
Q1 2024410.671

Source: Unity Software Inc. condensed consolidated balance sheets, line Publisher payables (USD thousands, stored in millions). Q1 2024 $410,671: 10-Q ended March 31, 2024, accession 0001810806-24-000098 (https://www.sec.gov/Archives/edgar/data/1810806/000181080624000098/unity-20240331.htm). Q2 2024 $388,253: 10-Q ended June 30, 2024, accession 0001810806-24-000189. Q3 2024 $382,552: 10-Q ended September 30, 2024, accession 0001810806-24-000227. Q4 2024 $394,284: FY2024 10-K, accession 0001810806-25-000026. Q1 2025 $339,129: 10-Q ended March 31, 2025, accession 0001810806-25-000095. Q2 2025 $372,719: 10-Q ended June 30, 2025, accession 0001810806-25-000151. Q3 2025 $397,190: 10-Q ended September 30, 2025, accession 0001810806-25-000169. Q4 2025 $431,494: FY2025 10-K, accession 0001810806-26-000011. Q1 2026 $393,016: 10-Q ended March 31, 2026, accession 0001810806-26-000032. Q2 2026 $440,665: 10-Q ended June 30, 2026, accession 0001810806-26-000043 (https://www.sec.gov/Archives/edgar/data/1810806/000181080626000043/unity-20260630.htm).

Unity Remaining Performance Obligations (Quarterly) (USD millions)
PeriodRemaining performance obligations
Q2 2026505
Q1 2026526
Q4 2025494
Q3 2025441
Q2 2025400
Q1 2025309
Q4 2024334
Q3 2024327
Q2 2024352
Q1 2024357

Source: Unity Software Inc. Form 10-Q and Form 10-K revenue notes, remaining performance obligations for contracts with original terms that exceed one year (NYSE: U), cross-checked to SEC XBRL us-gaap:RevenueRemainingPerformanceObligation (https://data.sec.gov/api/xbrl/companyconcept/CIK0001810806/us-gaap/RevenueRemainingPerformanceObligation.json). Q1 2024 $357 million (10-Q ended March 31, 2024, accession 0001810806-24-000098). Q2 2024 $352 million (10-Q ended June 30, 2024, accession 0001810806-24-000189). Q3 2024 $327 million (10-Q ended September 30, 2024, accession 0001810806-24-000227). Q4 2024 $334 million (FY2024 10-K, accession 0001810806-25-000026). Q1 2025 $309 million (10-Q ended March 31, 2025, accession 0001810806-25-000095). Q2 2025 $400 million (10-Q ended June 30, 2025, accession 0001810806-25-000151). Q3 2025 $441 million (10-Q ended September 30, 2025, accession 0001810806-25-000169). Q4 2025 $494 million (FY2025 10-K, accession 0001810806-26-000011). Q1 2026 $526 million (10-Q ended March 31, 2026, accession 0001810806-26-000032). Q2 2026 $505 million (10-Q ended June 30, 2026, accession 0001810806-26-000043, https://www.sec.gov/Archives/edgar/data/1810806/000181080626000043/unity-20260630.htm). Fiscal year ends December 31.

Unity Strategic vs Non-Strategic Revenue (Quarterly) (USD millions)
PeriodStrategic revenueNon-strategic revenue
Q2 2026486.41160.057
Q1 2026432.41575.823
Q2 2025351.93989.005
Q1 2025320.243114.757

Source: Unity Software Inc. Form 8-K Exhibit 99.1 select revenue highlights tables (USD thousands, stored in millions). Q1 2025 and Q1 2026: Exhibit 99.1 dated May 7, 2026 (accession 0001810806-26-000030, https://www.sec.gov/Archives/edgar/data/1810806/000181080626000030/a2026q1ex-991.htm). Q2 2025 and Q2 2026: Exhibit 99.1 dated August 6, 2026 (accession 0001810806-26-000041, https://www.sec.gov/Archives/edgar/data/1810806/000181080626000041/a2026q2ex-991.htm). Footnote: non-strategic consists primarily of ironSource Ads Network and Supersonic. Q1 2026 10-Q (accession 0001810806-26-000032) states about $76 million and $115 million of non-strategic revenue in Q1 2026 and Q1 2025, matching the Exhibit 99.1 table.

Unity Unbilled Receivables (Quarterly) (USD millions)
PeriodUnbilled receivables
Q2 202614.6
Q1 202615.3
Q4 202515.8
Q3 202519.7
Q2 202520.8
Q1 202520.3
Q4 202420.5
Q3 202419.4
Q2 202422.3
Q1 202420.1

Source: Unity Software Inc. Form 10-Q and Form 10-K revenue notes, sentence Unbilled receivables totaled. Q1 2024 $20.1 million (of which $6.0 million in other long-term assets): 10-Q ended March 31, 2024, accession 0001810806-24-000098. Q2 2024 $22.3 million (of which $8.3 million long-term): 10-Q ended June 30, 2024, accession 0001810806-24-000189. Q3 2024 $19.4 million (of which $8.3 million long-term): 10-Q ended September 30, 2024, accession 0001810806-24-000227. Q4 2024 $20.5 million: FY2024 10-K, accession 0001810806-25-000026. Q1 2025 $20.3 million: 10-Q ended March 31, 2025, accession 0001810806-25-000095. Q2 2025 $20.8 million: 10-Q ended June 30, 2025, accession 0001810806-25-000151. Q3 2025 $19.7 million: 10-Q ended September 30, 2025, accession 0001810806-25-000169. Q4 2025 $15.8 million: FY2025 10-K, accession 0001810806-26-000011. Q1 2026 $15.3 million: 10-Q ended March 31, 2026, accession 0001810806-26-000032. Q2 2026 $14.6 million: 10-Q ended June 30, 2026, accession 0001810806-26-000043 (https://www.sec.gov/Archives/edgar/data/1810806/000181080626000043/unity-20260630.htm).

Ask Sterling

Register for a premium account to gain access to Sterling AI.

Get Started

Things you can ask Sterling:

Summarize Tesla's latest earnings reportWhy did NVIDIA's margins expand?Compare Apple vs Microsoft's cash flowWhat's driving EV industry growth?
Menu
Favorites
Unity (U) - KPIs | Sterling