Unity Software Likely to See Upside in 2025 Driven By Conversion From Plus to Pro Subscriptions, Oppenheimer Says

MT Newswires Live10-18

Unity Software (U) is likely to see upside to its Create segment revenue next year due to a conversion from Plus to Pro subscriptions, Oppenheimer said in a note Friday.

The investment firm said its Create revenue base case of 12% year-over-year growth for 2025 implies a 33% conversion after taking into account the recent price hikes. The segment is expected to grow by 19% and 29% year-over-year in 2025, assuming a conversion of 50% and 75%, respectively, Oppenheimer said.

For Q3, the firm said consensus revenue estimates of $135 million for the Create segment imply a quarter-over-quarter growth of 5%.

Oppenheimer maintained its perform rating on the video game software developer, which is set to release Q3 results on Nov. 7.

Price: 21.42, Change: +0.15, Percent Change: +0.71

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