2026 Q3 - tulosraportti
4 päivää sitten
‧59 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 11.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 5.11. | ||
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 11.2. |
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·2 päivää sittenHoping sincerely that this is NOT true, but it is rumored that Unity is in play, at least a major player. This is Saudi / Kushner money, not good for either Unity, the developers or the players. In my opinion, Unity has a strong future, preferably without Trump and the Saudi sphere https://nordic.ign.com/news/115310/after-buying-ea-silver-lake-and-pif-are-reportedly-now-seeking-to-acquire-gaming-software-provider-u?
·3 päivää sittenUnity ($U) – Q3 2026 earnings Unity delivered 59% YoY growth in strategic revenue and 134% YoY growth in adjusted EBITDA. At the same time, they expect continued acceleration in both revenue growth and margin expansion. For the first time since the IPO, Unity is GAAP profitable, and with a net income margin of 20%. The adjusted EBITDA margin has nearly doubled in just a couple of years. Unity's AI flywheel is truly starting to gain momentum. AI makes game development easier and more accessible -> more developers and games -> greater usage of Unity's platform -> greater need for game discovery and advertising. Vector is carrying most of the load, growing 126% YoY and 40% QoQ. That is double their guidance. Vector is growing primarily due to more installs NOT because Unity is increasing their take rates. The number of (overall) Daily Active Users has increased 25% since August(!) AI already appears to have a quite significant effect on activity on the platform. Unity remains AI model-agnostic, so users avoid vendor lock-in and optimize their token costs. Exactly as it should be (that has always been their approach to tooling). At the same time, the use of AI coding agents on the Unity platform has increased sharply, which also increases engagement. Unity Spark, announced in collaboration with Google, will make game development accessible directly in the browser without the need for coding experience. Described as something for Roblox users who are getting older and want to move on from their playground to develop real games. I am blown away by these results. They exceed my own expectations, and I truly think we are witnessing the start of a brand new era for Unity with profitable growth, a functioning core and new opportunities. It is certainly a shame that the entire tech sector is getting hammered today, but the Unity stock is after all still up by double digits after previously being up more than 20%.
Unity is acc. to Nordnet worth 18.7 bn and with acquisitions of 25 bn then we must go up to a price of 70ish - a little under 34 percent up from here!
·3 päivää sittenAh, how lovely.
·16.10.I am buying in here again. Very nice level to enter at again and a likely trend reversal in sight. I dare to buy before the earnings report this time.- ·7.10.This one is really exciting; but I note the timing. https://finance.yahoo.com/technology/ai/articles/google-unity-partner-ai-gaming-120000661.html In January, as is well known, Unity took a serious downturn when Google DeepMind launched Genie. Since then, one of the lead architects of Genie has left DeepMind (along with many of the really big names), as a result of internal compute reallocations within Google, away from research and into GCP. Demis is still there, though in a slightly different role. Demis always gets a bit soft in his voice when he talks about his passion for game engines, and how in his younger days he worked as a developer on them. I assume that he is part of or at least backs the working group that has entered into this agreement with Unity; truly a strong signal as he is, after all, among the world's leading AI people. What potentially makes the news a little less "bull" in my eyes is that it comes shortly after the major compute reallocations in Google, and it is a bit unclear to me precisely how large a contribution (both talent and compute) Google is bringing. Regardless, the distribution part, combined with Gemini, is a quite invaluable asset for Unity to partake in.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
4 päivää sitten
‧59 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 päivää sittenHoping sincerely that this is NOT true, but it is rumored that Unity is in play, at least a major player. This is Saudi / Kushner money, not good for either Unity, the developers or the players. In my opinion, Unity has a strong future, preferably without Trump and the Saudi sphere https://nordic.ign.com/news/115310/after-buying-ea-silver-lake-and-pif-are-reportedly-now-seeking-to-acquire-gaming-software-provider-u?
- ·3 päivää sittenUnity ($U) – Q3 2026 earnings Unity delivered 59% YoY growth in strategic revenue and 134% YoY growth in adjusted EBITDA. At the same time, they expect continued acceleration in both revenue growth and margin expansion. For the first time since the IPO, Unity is GAAP profitable, and with a net income margin of 20%. The adjusted EBITDA margin has nearly doubled in just a couple of years. Unity's AI flywheel is truly starting to gain momentum. AI makes game development easier and more accessible -> more developers and games -> greater usage of Unity's platform -> greater need for game discovery and advertising. Vector is carrying most of the load, growing 126% YoY and 40% QoQ. That is double their guidance. Vector is growing primarily due to more installs NOT because Unity is increasing their take rates. The number of (overall) Daily Active Users has increased 25% since August(!) AI already appears to have a quite significant effect on activity on the platform. Unity remains AI model-agnostic, so users avoid vendor lock-in and optimize their token costs. Exactly as it should be (that has always been their approach to tooling). At the same time, the use of AI coding agents on the Unity platform has increased sharply, which also increases engagement. Unity Spark, announced in collaboration with Google, will make game development accessible directly in the browser without the need for coding experience. Described as something for Roblox users who are getting older and want to move on from their playground to develop real games. I am blown away by these results. They exceed my own expectations, and I truly think we are witnessing the start of a brand new era for Unity with profitable growth, a functioning core and new opportunities. It is certainly a shame that the entire tech sector is getting hammered today, but the Unity stock is after all still up by double digits after previously being up more than 20%.Unity is acc. to Nordnet worth 18.7 bn and with acquisitions of 25 bn then we must go up to a price of 70ish - a little under 34 percent up from here!
- ·3 päivää sittenAh, how lovely.
- ·16.10.I am buying in here again. Very nice level to enter at again and a likely trend reversal in sight. I dare to buy before the earnings report this time.
- ·7.10.This one is really exciting; but I note the timing. https://finance.yahoo.com/technology/ai/articles/google-unity-partner-ai-gaming-120000661.html In January, as is well known, Unity took a serious downturn when Google DeepMind launched Genie. Since then, one of the lead architects of Genie has left DeepMind (along with many of the really big names), as a result of internal compute reallocations within Google, away from research and into GCP. Demis is still there, though in a slightly different role. Demis always gets a bit soft in his voice when he talks about his passion for game engines, and how in his younger days he worked as a developer on them. I assume that he is part of or at least backs the working group that has entered into this agreement with Unity; truly a strong signal as he is, after all, among the world's leading AI people. What potentially makes the news a little less "bull" in my eyes is that it comes shortly after the major compute reallocations in Google, and it is a bit unclear to me precisely how large a contribution (both talent and compute) Google is bringing. Regardless, the distribution part, combined with Gemini, is a quite invaluable asset for Unity to partake in.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 11.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 5.11. | ||
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 11.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
4 päivää sitten
‧59 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 11.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 5.11. | ||
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 11.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 päivää sittenHoping sincerely that this is NOT true, but it is rumored that Unity is in play, at least a major player. This is Saudi / Kushner money, not good for either Unity, the developers or the players. In my opinion, Unity has a strong future, preferably without Trump and the Saudi sphere https://nordic.ign.com/news/115310/after-buying-ea-silver-lake-and-pif-are-reportedly-now-seeking-to-acquire-gaming-software-provider-u?
- ·3 päivää sittenUnity ($U) – Q3 2026 earnings Unity delivered 59% YoY growth in strategic revenue and 134% YoY growth in adjusted EBITDA. At the same time, they expect continued acceleration in both revenue growth and margin expansion. For the first time since the IPO, Unity is GAAP profitable, and with a net income margin of 20%. The adjusted EBITDA margin has nearly doubled in just a couple of years. Unity's AI flywheel is truly starting to gain momentum. AI makes game development easier and more accessible -> more developers and games -> greater usage of Unity's platform -> greater need for game discovery and advertising. Vector is carrying most of the load, growing 126% YoY and 40% QoQ. That is double their guidance. Vector is growing primarily due to more installs NOT because Unity is increasing their take rates. The number of (overall) Daily Active Users has increased 25% since August(!) AI already appears to have a quite significant effect on activity on the platform. Unity remains AI model-agnostic, so users avoid vendor lock-in and optimize their token costs. Exactly as it should be (that has always been their approach to tooling). At the same time, the use of AI coding agents on the Unity platform has increased sharply, which also increases engagement. Unity Spark, announced in collaboration with Google, will make game development accessible directly in the browser without the need for coding experience. Described as something for Roblox users who are getting older and want to move on from their playground to develop real games. I am blown away by these results. They exceed my own expectations, and I truly think we are witnessing the start of a brand new era for Unity with profitable growth, a functioning core and new opportunities. It is certainly a shame that the entire tech sector is getting hammered today, but the Unity stock is after all still up by double digits after previously being up more than 20%.Unity is acc. to Nordnet worth 18.7 bn and with acquisitions of 25 bn then we must go up to a price of 70ish - a little under 34 percent up from here!
- ·3 päivää sittenAh, how lovely.
- ·16.10.I am buying in here again. Very nice level to enter at again and a likely trend reversal in sight. I dare to buy before the earnings report this time.
- ·7.10.This one is really exciting; but I note the timing. https://finance.yahoo.com/technology/ai/articles/google-unity-partner-ai-gaming-120000661.html In January, as is well known, Unity took a serious downturn when Google DeepMind launched Genie. Since then, one of the lead architects of Genie has left DeepMind (along with many of the really big names), as a result of internal compute reallocations within Google, away from research and into GCP. Demis is still there, though in a slightly different role. Demis always gets a bit soft in his voice when he talks about his passion for game engines, and how in his younger days he worked as a developer on them. I assume that he is part of or at least backs the working group that has entered into this agreement with Unity; truly a strong signal as he is, after all, among the world's leading AI people. What potentially makes the news a little less "bull" in my eyes is that it comes shortly after the major compute reallocations in Google, and it is a bit unclear to me precisely how large a contribution (both talent and compute) Google is bringing. Regardless, the distribution part, combined with Gemini, is a quite invaluable asset for Unity to partake in.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt