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Unity Software U Change in AR

Change in AR at other companies

Roblox logo
RobloxRBLX
-$366M-74.3%
Applovin Corporation logo
Applovin CorporationAPP
$138.1M-17.5%
Intuitive Surgical logo
Intuitive SurgicalISRG
-$25.1M-597%

Other financials

Income statement

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Revenue$508.2M+16.8%
Gross profit$156.6M-51.2%
Operating income-$351.4M-175%
Net income-$347.6M-348%
EPS (diluted)-$0.80-321%

Balance sheet

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Cash & equivalents$552.4M-40.8%
Total debt$640.0M+500%
Total equity$3.0B-6.6%
Total assets$6.5B-1.9%

Cash flow

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Operating cash flow$71.3M+447%
CapEx$4.8M-15.5%
Free cash flow$66.5M+809%

Valuation

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Market cap$12B+19.3%
Enterprise value$12.08B+34.2%
P/S6.2×+0.6×

Profitability

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Gross margin62.8%-12.0pp
Operating margin-36.5%+14.6pp
Net margin-35%+22.2pp
FCF margin24.1%+6.9pp

Returns & leverage

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Return on equity-21.8%+26.0pp
Debt / equity0.2×+0.2×
Current ratio1.9×-0.8×

Where this comes from

Reported directly by Unity Software in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInAccountsReceivable.

The official record: Unity Software’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Unity Software's change in AR?
Unity Software (U) reported change in AR of $10.2M in Q1 2026.
How has Unity Software's change in AR changed year-over-year?
Unity Software's change in AR increased by 148.5% year-over-year, from -$21.02M to $10.2M.
What is the long-term trend for Unity Software's change in AR?
Over 2 years (2022 to 2025), Unity Software's change in AR has grown at a 169.0% compound annual growth rate (CAGR), from $9.55M to $69.08M.
What does change in AR mean?
The change in cash owed to the company by customers for sales made on credit.
How do you interpret change in AR?
A large increase relative to revenue may signal collection issues or aggressive revenue recognition.
How does change in AR compare across companies?
Standard metric across all industries; software peers typically maintain tight control over receivables to ensure healthy cash conversion.