Unity today released its quarterly earnings report for the second quarter of 2025, where it gave details on its results for the quarter. According to the report, revenue for the quarter was $441 million — a 2% drop year-on-year, but still beating expectations for the time period.
Unity CEO Matthew Bromberg said in a statement, “We believe the second quarter of 2025 will be remembered as an inflection point in the Unity story, where our commitment to accelerating product innovation and delivering for our customers translated to markedly better performance.
Bromberg also noted the success of its Unity Vector AI platform, saying, “Results once again exceeded expectations, substantially beating the high-end of our guidance for both
revenue and Adjusted EBITDA. Our new AI platform, Unity Vector, is transforming our growth prospects, delivering 15% sequential growth in the Unity Ad Network during the second quarter.”
Unity’s report came out before the stock market opened on Wednesday. During the day, the stock rose and then fell sharply, closing the day at 6% down at $31.92 a share. (Unity’s market value is about $13.3 billion). Presumably investors were spooked that the forecast for the upcoming quarter were not as rosy as expected.
Matt Bromberg, CEO of Unity, said in an interview with GamesBeat that he did not pay attention to same-day price changes on the stock market. But he said he believes that the game industry is at an inflection point where it is poised for growth. (We’ll have more on that shortly).
What comes next for Unity
The results showed that Create Solutions revenue grew 2% year-over-year, in part thanks to “the sale of a term license for approximately $12 million and increases in subscription revenue.” Grow Solutions revenue dropped 4%, with 15% growth for Unity Ad Network offset by declines in other Ads products.
During the company’s earnings call, Bromberg said of the scalability of Vector: “While we’re really pleased with the results we’re seeing, we also see nothing but work ahead of us. Many customers are seeing lifts across genres and geographies, but others have not yet seen those lifts or they haven’t gotten the scale they want. We want to deliver those, but there’s work that needs to be done, both in terms of quality of our systems and fine-tuning that we’ll do with customers.”
The company also notes its expectations for third quarter revenue were $440 million to $450 million. It expects Create revenue to drop slightly, following its sale of the license. Unity CFO Jared Yase added in the earnings call, “As we look to the third quarter, we’re seeing continued significant growth, with the Unity ad network and stabilization in some of the non-Vector ad elements.”