Unity Software (U) is scheduled to report third-quarter 2026 results on Nov. 5, before the market opens. The company guides to strategic revenues of $540-$550 million and nonstrategic revenues of about $20 million, for total revenues of $560-$570 million. The Zacks Consensus Estimate stands at $565.49 million, up 20.16% year over year, with an EPS consensus of 34 cents, implying 70% growth. Unity Vector revenue is expected to rise another 19-21% sequentially, while adjusted EBITDA is projected at $185-$190 million, up 69-74%. Nonstrategic revenues are set to fall from $60 million in the prior quarter to about $20 million, due to the closure of ironSource Ads Network and the Aug. 4 sale of Supersonic.
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