Sep 30, 2020

Unity Q3 2020 Earnings Report

Unity's third quarter results were released, showcasing the strength of the business model and strong execution across operational teams and geographies.

Key Takeaways

Unity announced strong third-quarter results with revenue of $200.8 million, a 53.3% increase year-over-year. The company's dollar-based net expansion rate was 144%.

Revenue was $200.8 million, an increase of 53.3% from the third quarter of 2019.

Loss from operations was $141.7 million, or 70.6% of revenue.

Non-GAAP loss from operations was $8.4 million, or 4.2% of revenue.

Basic and diluted net loss per share was $0.97, and non-GAAP net loss per share was $0.09.

Total Revenue
$201M
Previous year: $131M
+53.3%
EPS
-$0.09
Previous year: -$0.2
-54.9%
Dollar-Based Net Expansion Rate
144%
Previous year: 132%
+9.1%
Customers Contributing $100K+ Revenue
739
Previous year: 553
+33.6%
Gross Profit
$153M
Previous year: $104M
+46.7%
Cash and Equivalents
$1.76B
Free Cash Flow
$10.9M
Total Assets
$2.61B

Unity

Unity

Forward Guidance

Unity is providing the following guidance for the fourth quarter and year ending December 31, 2020. They expect fourth quarter revenue of $200 million to $204 million, and an improvement in their full year 2020 non-GAAP operating margin to (9)%.