Unity Software (U) Cost of Revenue (2019 - 2026)
Unity Software (U) reported Cost of Revenue of $351.6 million for Q1 2026, up 208.57% year-over-year from $114.0 million in Q1 2025, and up 172.08% quarter-over-quarter from $129.2 million in Q4 2025.
Unity Software (U) Cost of Revenue (2019 - 2026) Analysis & Trends
Unity Software (U) has 8 years of Cost of Revenue data on file, last reported at $351.6 million in Q1 2026.
- Cost of Revenue for Q1 2026 came in at $351.6 million, up 208.57% year-over-year; the trailing twelve-month figure through Mar 2026 was $715.4 million (up 39.89% YoY), and the FY2025 annual result was $477.7 million, down 0.65% from the prior year.
- Cost of Revenue climbed to $351.6 million in Q1 2026 per U's latest filing, from $129.2 million in the prior quarter.
- Over five years, Cost of Revenue peaked at $362.5 million in Q4 2023 and troughed at $93.8 million in Q1 2022.
- A 5-year average of $162.7 million and a median of $128.0 million in 2022 frame the typical range for Cost of Revenue.
- The sharpest annual moves came in 2024 and 2026: Cost of Revenue sank 68.13% in 2024, then surged 208.57% in 2026.
- A 5-year view of Cost of Revenue shows it stood at $128.0 million in 2022, then jumped by 183.16% to $362.5 million in 2023, then slumped by 68.13% to $115.5 million in 2024, then advanced by 11.86% to $129.2 million in 2025, then soared by 172.08% to $351.6 million in 2026.
- Business Quant data shows U's Cost of Revenue at $351.6 million in Q1 2026, $129.2 million in Q4 2025, and $120.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Sap Se | 238.14 Bn | 220.17 Bn | 8.16 Bn | 3.02 Bn |
| 2 | Full Truck Alliance | 166.83 Bn | 164.28 Bn | - | 55.33 Mn |
| 3 | Uber Technologies | 150.36 Bn | 149.32 Bn | 11.88 Bn | 1.33 Bn |
| 4 | Shopify | 147.75 Bn | 142.01 Bn | 1.55 Bn | 1.62 Bn |
| 5 | Salesforce | 140.39 Bn | 128.55 Bn | 8.56 Bn | 3.77 Bn |
| 6 | Cadence Design Systems | 105.73 Bn | 104.32 Bn | 1.26 Bn | 211.49 Mn |
| 7 | ServiceNow | 105.42 Bn | 100.24 Bn | 2.83 Bn | 940.00 Mn |
| 8 | Automatic Data Processing | 89.57 Bn | 86.34 Bn | 2.87 Bn | 3.07 Bn |
| 9 | Adobe | 85.05 Bn | 78.16 Bn | 5.90 Bn | 715.00 Mn |
| 10 | Unity Software | 12.19 Bn | 10.31 Bn | 156.60 Mn | 351.64 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 351.64 Mn |
| Mar 31, 2026 | 351.64 Mn |
| Dec 31, 2025 | 129.24 Mn |
| Dec 31, 2025 | 129.24 Mn |
| Sep 30, 2025 | 120.33 Mn |
| Sep 30, 2025 | 120.33 Mn |
| Jun 30, 2025 | 114.21 Mn |
| Jun 30, 2025 | 114.21 Mn |
| Mar 31, 2025 | 113.96 Mn |
| Mar 31, 2025 | 113.96 Mn |
| Dec 31, 2024 | 115.54 Mn |
| Dec 31, 2024 | 115.54 Mn |
| Sep 30, 2024 | 112.05 Mn |
| Sep 30, 2024 | 112.05 Mn |
| Jun 30, 2024 | 169.85 Mn |
| Jun 30, 2024 | 169.85 Mn |
| Mar 31, 2024 | 230.63 Mn |
| Mar 31, 2024 | 230.63 Mn |
| Dec 31, 2023 | 362.49 Mn |
| Dec 31, 2023 | 362.49 Mn |