| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 4/12 | 3 medium, 3 low flags | 0 | 0 | Call sheet → |
| Q1'26 | 2026-05-07 | 9/12 | 3 medium, 3 low flags | 4 | 0 | Call sheet → |
| Q4'25 | February 11, 2026 | 10/12 | 3 medium, 4 low flags | 4 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Real‑time sequential behavioral data will provide a significant future catalyst for growth (Q1) Q2 admits early stage and no immediate revenue impact. |
| Q2'26 | Pending | We will see Unity's runtime data graduate to our live production models for the first time (Q1) Q2 disclosed only early integration; no live production rollout yet. |
| Q1'26 | Delivered | Adjusted EBITDA margins to expand throughout 2026 Q1 at 27% vs 19% prior year, Q2 guidance implies continued expansion |
| Q1'26 | Delivered | Unity AI beta unveiling at GDC March 2026 Unity AI went into public beta 'earlier this week' ahead of schedule |
| Q1'26 | Exceeded | GAAP profitability timeline would be substantially pulled forward Now expecting Q4 2026 vs previous longer-term guidance |
| Q1'26 | Delivered | Unity commerce platform early access in Q2 2026 Moved to early access 'next week' with named launch partners Voodoo and SciPlay |
| Q1'26 | Pending | Vector quarterly revenue run rate comfortably more than $1 billion by 2026 Q1 implies ~$1.1B annual run rate, tracking to deliver promise |
| Q1'26 | Pending | Runtime data would be live in Vector during Q2 2026 Reaffirmed timeline, now saying 'later this quarter' for graduation to production |
| Q4'25 | Missed | Unity IAP commerce capability launches in Q4 Pushed to early access Q1 2026, GA in Q2 - delayed one quarter |
| Q4'25 | Delivered | Vector to continue strong performance in Q4 Third consecutive quarter of mid-teen sequential growth achieved |
| Q4'25 | Exceeded | Adjusted EBITDA margins to remain stable in Q4 Delivered 25% vs 23% in Q3, 200bps improvement |
| Q4'25 | Exceeded | High single-digit YoY Create growth excluding non-strategic revenue Delivered 16% YoY vs high single-digit guidance |
| Q4'25 | Exceeded | Mid-single digit sequential growth in Grow for Q4 Delivered 6% sequential growth vs mid-single digit guidance |
| Q4'25 | Pending | Runtime data should begin having financial impact in 2026 Now positioned as gradual improvement over time rather than measurable 2026 impact |
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