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Unity Software U Change in Deferred Revenue

Change in Deferred Revenue at other companies

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RobloxRBLX
$302M+72.6%

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:IncreaseDecreaseInContractWithCustomerLiability.

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 deferred revenue?
Unity Software (U) reported change in deferred revenue of $7.36M in Q1 2026.
How has Unity Software's change in deferred revenue changed year-over-year?
Unity Software's change in deferred revenue increased by 6232.5% year-over-year, from -$120K to $7.36M.
What does change in deferred revenue mean?
The change in cash collected from customers for services that have not yet been provided.
How do you interpret change in deferred revenue?
An increase indicates strong future revenue growth and successful upfront billing, while a decrease may signal slowing bookings.
How does change in deferred revenue compare across companies?
Highly comparable across SaaS and subscription-based software companies.