Unity va mal ... ou pas ! (PODCAST)

About this video

• Video Title: Unity va mal ... ou pas ! (PODCAST)
• Channel: TUTO UNITY FR
• Speakers: [No speaker names provided in the transcript]
• Duration: 00:08:23

Overview

This podcast episode analyzes Unity's financial results for the third quarter of 2025. The speaker aims to clarify whether Unity is improving after difficult years, focusing on the company's financial performance, profitability, cash flow, and future outlook, particularly from the perspective of developers.

Key takeaways

• Financial Performance: Unity reported $471 million in revenue for Q3 2025, a 5% increase year-over-year, indicating moderate growth.
• Segment Breakdown: The Create Solutions (development tools) segment saw a 3% increase in revenue ($152 million), while Grow Solutions (monetization, ads) grew by 6% ($318 million), boosted by Unity Vector AI.
• Profitability: Despite a net loss of $127 million, this figure is decreasing compared to the previous year. The EBITDA (a measure of operational profitability) increased to $109 million from $92 million, suggesting better cost control and a stabilizing business model.
• Cash Flow: Unity maintains a solid cash position with $1.9 billion in the third quarter, indicating financial stability.
• Future Outlook: Projected revenue for Q4 2025 is between $480-$490 million. Key growth drivers include Unity Vector AI, the upcoming Unity 6.3 version focused on stability and performance, and increased AI integration in creative tools.
• Developer Focus: The "Create Solutions" segment, directly relevant to developers, is showing signs of recovery, with a 42% increase in Unity software downloads. The company seems to be re-centering its strategy on the core engine.