Unity 发布 2026 年第二季度财报，营收和现金流显著改善并维持较高后续指导

SAN FRANCISCO--(BUSINESS WIRE)--
Unity (NYSE: U), the world’s leading game engine, today announced financial results for the second quarter ended June 30, 2026.
“This was arguably the best quarter in Unity’s history as a public company,” said Matt Bromberg, President & CEO of Unity. “The ongoing success of Unity Vector AI, combined with the most exciting product roadmap in Unity’s history, is helping drive substantial value for creators, players, and shareholders.”
Select revenue highlights for Q2 2026 are as follows (in thousands):
Three Months Ended June 30,
2026
2025
YoY Change
Strategic Grow Revenue
$328,955
$201,334
63%
Strategic Create Revenue
$157,456
$150,605
5%
1
Total Strategic Revenue
$486,411
$351,939
38%
Non-Strategic Revenue
2
$60,057
$89,005
(33)%
Total Revenue
$546,468
$440,944
24%
Q3 2026 Guidance
3
Strategic Revenue of $540 million to $550 million, up 44% - 47% year-over-year
Strategic Grow Revenue of $380 million to $385 million, up 68% - 70% year-over-year
Strategic Create Revenue of $159 million to $163 million up 7% - 10% year-over-year
Non-Strategic Revenue of $20 million
Incorporates approximately one month of revenue from the Supersonic business, which was sold on August 4, 2026
Adjusted EBITDA of $185 million to $190 million, up 69% - 74% year-over-year
____________________
1
YoY Change was 14% when excluding the impact of a $12 million one-time revenue item in the second quarter of 2025.
2
Consists primarily of revenue from (i) our ironSource Ads network, which was sunset effective April 30, 2026, and (ii) our Supersonic publishing business which was sold on August 4, 2026.
3
These statements are forward-looking and actual results may differ materially. Refer to the “Forward-Looking Statements” safe harbor section below for information on the factors that could cause our actual results to differ materially from these forward-looking statements. We have not reconciled our estimates for non-GAAP financial measures in this press release and in the earnings call referencing this press release to GAAP due to the uncertainty and potential variability of expenses that may be incurred in the future. As a result, a reconciliation is not available without unreasonable effort and we are unable to address the probable significance of the unavailable information. We have provided a reconciliation of other GAAP to non-GAAP financial measures in the financial statement tables for our second quarter non-GAAP results included in this press release.
Earnings Webcast
Unity will hold a public webcast at 8:30 a.m. ET today to discuss the results for its second quarter 2026. The live public webcast can be accessed on Unity’s Investor Relations website at
https://investors.unity.com
. The webcast replay will also be available on the site.
Second Quarter 2026 Results:
Total Revenue Highlights:
Revenue was $546 million, compared to $441 million in the second quarter 2025.
Create Solutions revenue was $158 million, compared to $154 million in the second quarter 2025.
Grow Solutions revenue was $389 million, compared to $287 million in the second quarter 2025.
Profitability Highlights:
GAAP net loss was $23 million, with a margin of (4)%; GAAP basic and diluted net loss per share was $0.05.
Adjusted EBITDA was $160 million, with a margin of 29%; adjusted EPS was $0.28.
Net cash provided by operating activities was $206 million; free cash flow was $202 million.
Revenue
Revenue was $546 million, up 24% year-over-year. Strategic revenue was $486 million, up 38% year-over-year.
Create Solutions revenue was $158 million, up 2% year-over-year. The increase was driven by increases in subscription revenue, partially offset by decreases in cloud and hosting services revenue, driven by our portfolio reset in 2025.
Grow Solutions revenue was $389 million, up 35% year-over-year. The change was due to growth in the Unity Ads Network, driven by “Unity Vector”, partially offset by decreases in the ironSource Ads Network.
Basic and Diluted Net Loss per share
Basic and diluted net loss per share was $0.05, as compared to $0.26 for the same period in 2025.
Net Loss and Net Cash Provided by Operating Activities
Net Loss for the quarter was $23 million, compared to a net loss of $107 million in the second quarter of 2025.
Net Loss margin was (4)%, compared to (24)% in the second quarter of 2025.
Net cash provided by operating activities for the quarter was $206 million, compared to $133 million in the second quarter of 2025.
Adjusted EBITDA, Free Cash Flow, and Adjusted EPS
Adjusted EBITDA for the quarter was $160 million, with a margin of 29%, compared to $90 million in the second quarter of 2025, with a margin of 21%. The year-over-year improvement was driven by higher revenue and continued cost control.
Free cash flow for the quarter was $202 million, compared to $127 million in the second quarter of 2025.
Adjusted EPS for the quarter was $0.28, compared to $0.18 in the second quarter of 2025.
Liquidity
As of June 30, 2026, our cash and cash equivalents, and restricted cash was $2,357 million, and increased by $293 million, as compared with $2,064 million as of December 31, 2025. This increase was primarily driven by our operations.
About Unity
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality. For more information, visit Unity.com.
UNITY SOFTWARE INC.
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands, except per share data)
(Unaudited)
As of
June 30, 2026
December 31, 2025
Assets
Current assets:
Cash and cash equivalents
$
2,351,987
$
2,055,840
Accounts receivable, net
688,739
643,611
Prepaid expenses and other
83,590
113,012
Assets held-for-sale
56,030
—
Total current assets
3,180,346
2,812,463
Property and equipment, net
49,814
68,289
Goodwill
3,155,607
3,166,304
Intangible assets, net
163,141
650,544
Other assets
112,354
140,006
Total assets
$
6,661,262
$
6,837,606
Liabilities and stockholders' equity
Current liabilities:
Accounts payable
$
10,429
$
13,981
Accrued expenses and other
304,134
299,541
Publisher payables
440,665
431,494
Deferred revenue
237,348
224,405
Current portion of convertible notes
557,173
556,451
Liabilities held-for-sale
19,946
—
Total current liabilities
1,569,695
1,525,872
Convertible notes
1,680,229
1,678,899
Long-term deferred revenue
20,278
14,038
Other long-term liabilities
84,167
122,660
Total liabilities
3,354,369
3,341,469
Commitments and contingencies
Redeemable noncontrolling interests
266,727
252,637
Stockholders' equity:
Common stock, $0.000005 par value:
Authorized shares - 1,000,000 and 1,000,000
Issued and outstanding shares - 439,987 and 432,860
2
2
Additional paid-in capital
7,540,533
7,378,295
Accumulated other comprehensive income (loss)
3,280
(2,156
)
Accumulated deficit
(4,509,925
)
(4,138,709
)
Total Unity Software Inc. stockholders' equity
3,033,890
3,237,432
Noncontrolling interest
6,276
6,068
Total stockholders' equity
3,040,166
3,243,500
Total liabilities and stockholders' equity
$
6,661,262
$
6,837,606
UNITY SOFTWARE INC.
CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS
(In thousands, except per share amounts)
(Unaudited)
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
Revenue
$
546,468
$
440,944
$
1,054,706
$
875,944
Cost of revenue
111,709
114,211
463,346
228,168
Gross profit
434,759
326,733
591,360
647,776
Operating expenses
Research and development
278,275
214,807
532,700
435,432
Sales and marketing
132,368
161,513
327,745
323,526
General and administrative
56,335
69,165
114,547
135,505
Total operating expenses
466,978
445,485
974,992
894,463
Loss from operations
(32,219
)
(118,752
)
(383,632
)
(246,687
)
Interest expense
(6,032
)
(6,030
)
(12,052
)
(11,921
)
Interest income and other income (expense), net
17,941
19,837
21,405
77,948
Loss before income taxes
(20,310
)
(104,945
)
(374,279
)
(180,660
)
Provision for (benefit from) Income taxes
2,362
2,420
(4,680
)
4,612
Net loss
(22,672
)
(107,365
)
(369,599
)
(185,272
)
Net income attributable to noncontrolling interest and redeemable noncontrolling interests
934
1,433
1,617
1,168
Net loss attributable to Unity Software Inc.
(23,606
)
(108,798
)
(371,216
)
(186,440
)
Basic and diluted net loss per share attributable to Unity Software Inc.
$
(0.05
)
$
(0.26
)
$
(0.85
)
$
(0.45
)
Weighted-average shares used in computation of basic and diluted net loss per share
437,898
417,566
436,069
414,696
Net loss
(22,672
)
(107,365
)
(369,599
)
(185,272
)
Change in foreign currency translation adjustment
3,823
2,716
6,871
3,894
Comprehensive loss
$
(18,849
)
$
(104,649
)
$
(362,728
)
$
(181,378
)
Net income attributable to noncontrolling interest and redeemable noncontrolling interests
934
1,433
1,617
1,168
Foreign currency translation attributable to noncontrolling interest and redeemable noncontrolling interests
800
564
1,435
818
Comprehensive income attributable to noncontrolling interest and redeemable noncontrolling interests
1,734
1,997
3,052
1,986
Comprehensive loss attributable to Unity Software Inc.
$
(20,583
)
$
(106,646
)
$
(365,780
)
$
(183,364
)
UNITY SOFTWARE INC.
CONSOLIDATED STATEMENTS OF CASH FLOWS
(In thousands)
(Unaudited)
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
Operating activities
Net loss
$
(22,672
)
$
(107,365
)
$
(369,599
)
$
(185,272
)
Adjustments to reconcile net loss to net cash provided by operating activities:
Depreciation and amortization
85,475
96,928
212,730
193,145
Stock-based compensation expense
79,948
101,604
157,113
200,394
Gain on repayment of convertible note
—
—
—
(42,744
)
Impairment of intangible assets
—
—
270,506
—
Impairment of property and equipment
25
579
8,447
4,049
Impairment of investments
—
—
15,000
—
Other
1,097
(7,754
)
2,566
(7,972
)
Changes in assets and liabilities, net of effects of acquisitions:
Accounts receivable, net
(57,170
)
(43,083
)
(67,366
)
(22,061
)
Prepaid expenses and other
44,553
24,373
26,155
13,771
Other assets
2,933
1,866
12,267
11,889
Accounts payable
2,027
(4,297
)
(3,211
)
(2,099
)
Accrued expenses and other
(6,428
)
7,417
7,532
(13,612
)
Publisher payables
63,112
33,590
24,634
(21,565
)
Other long-term liabilities
2,184
(1,942
)
(37,763
)
(12,861
)
Deferred revenue
10,538
31,180
17,897
31,060
Net cash provided by operating activities
205,622
133,096
276,908
146,122
Investing activities
Purchases of non-marketable investments
—
(2,000
)
—
(2,000
)
Purchases of property and equipment
(3,663
)
(6,446
)
(8,492
)
(12,164
)
Net cash used in investing activities
(3,663
)
(8,446
)
(8,492
)
(14,164
)
Financing activities
Proceeds from issuance of convertible notes
—
—
—
690,000
Purchase of capped calls
—
—
—
(44,436
)
Payment of debt issuance costs
—
—
—
(13,236
)
Repayments of convertible note
—
—
—
(641,691
)
Proceeds from issuance of common stock upon exercise of stock options and purchase of ESPP shares
4,551
9,783
16,194
31,394
Net cash provided by financing activities
4,551
9,783
16,194
22,031
Effect of foreign exchange rate changes on cash, cash equivalents, and restricted cash
4,522
15,440
8,210
19,637
Increase in cash, cash equivalents, and restricted cash
211,032
149,873
292,820
173,626
Cash, cash equivalents, and restricted cash, beginning of period
2,146,089
1,551,634
2,064,301
1,527,881
Cash, cash equivalents, and restricted cash, end of period
$
2,357,121
$
1,701,507
$
2,357,121
$
1,701,507
About Non-GAAP Financial Measures
To supplement our consolidated financial statements prepared and presented in accordance with generally accepted accounting principles in the United States (GAAP) we use certain non-GAAP financial measures, as described below, to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe the following non-GAAP measures are useful in evaluating our operating performance. We are presenting these non-GAAP financial measures because we believe, when taken collectively, they may be helpful to investors because they provide consistency and comparability with past financial performance.
However, non-GAAP financial measures have limitations in their usefulness to investors because they have no standardized meaning prescribed by GAAP and are not prepared under any comprehensive set of accounting rules or principles. In addition, other companies, including companies in our industry, may calculate similarly-titled non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as tools for comparison. As a result, our non-GAAP financial measures are presented for supplemental informational purposes only and should not be considered in isolation or as a substitute for our consolidated financial statements presented in accordance with GAAP.
We define adjusted EBITDA as GAAP net income or loss excluding benefits or expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, restructurings and reorganizations, interest, income tax, and other non-operating activities, which primarily consist of foreign exchange rate gains or losses. We define adjusted EBITDA margin as adjusted EBITDA as a percentage of revenue. We define adjusted gross profit as GAAP gross profit excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted gross margin as adjusted gross profit as a percentage of revenue.
We define adjusted cost of revenue as GAAP cost of revenue, excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted research and development expense as GAAP research and development expense, excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted sales and marketing expense as GAAP sales and marketing expense, excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted general and administrative expense as GAAP general and administrative expense excluding expenses associated with stock-based compensation, depreciation, impairment of acquired intangible assets, and restructurings and reorganizations. We define free cash flow as net cash provided by operating activities less cash used for purchases of property and equipment.
We define adjusted EPS as GAAP net income or loss excluding benefits or expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, restructurings and reorganizations, and the income tax impact of the preceding adjustments (cumulatively "adjusted net income"), increased by the tax effected impacts from any relevant dilutive securities, divided by the diluted weighted-average outstanding shares. The effective tax rate used in calculating adjusted EPS is estimated for each period, based on the net income or loss adjusted for the items noted above, and may differ from the effective rate used in our financial statements. Shares of common stock that are excluded in our calculation of GAAP diluted net loss per share due to their antidilutive impact on such calculations, are included in the diluted weighted average outstanding shares used in our calculation of adjusted EPS, to the extent they have a dilutive impact on adjusted EPS given the adjusted net income in each period.
UNITY SOFTWARE, INC.
Non-GAAP Reconciliation
(In thousands)
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
Adjusted EBITDA reconciliation
Revenue
$
546,468
$
440,944
$
1,054,706
$
875,944
GAAP net loss
$
(22,672
)
$
(107,365
)
$
(369,599
)
$
(185,272
)
Add:
Stock-based compensation expense
$
75,576
$
101,435
$
152,445
$
196,751
Amortization of intangible assets expense
$
77,490
$
86,218
$
194,904
$
171,868
Depreciation expense
$
7,985
$
10,710
$
17,826
$
21,277
Impairment of intangible assets
$
—
$
—
$
278,666
$
—
Restructuring and reorganization costs
$
31,359
$
10,886
$
38,262
$
31,231
Interest expense
$
6,032
$
6,030
$
12,052
$
11,921
Interest income and other income (expense), net
$
(17,941
)
$
(19,837
)
$
(21,405
)
$
(77,948
)
Provision for (benefit from) income taxes
$
2,362
$
2,420
$
(4,680
)
$
4,612
Adjusted EBITDA
$
160,191
$
90,497
$
298,471
$
174,440
GAAP net loss margin
(4
)%
(24
)%
(35
)%
(21
)%
Adjusted EBITDA margin
29
%
21
%
28
%
20
%
Adjusted gross profit reconciliation
GAAP gross profit
$
434,759
$
326,733
$
591,360
$
647,776
Add:
Stock-based compensation expense
6,712
9,861
14,094
18,973
Amortization of intangible assets expense
6,550
26,997
33,619
53,697
Depreciation expense
1,309
1,766
2,940
3,480
Impairment of intangible assets
—
—
226,516
—
Restructuring and reorganization costs
3,915
275
3,862
809
Adjusted gross profit
$
453,245
$
365,632
$
872,391
$
724,735
GAAP gross margin
80
%
74
%
56
%
74
%
Adjusted gross margin
83
%
83
%
83
%
83
%
Operating expenses reconciliation
Cost of revenue
GAAP cost of revenue
$
111,709
$
114,211
$
463,346
$
228,168
Stock-based compensation expense
(6,712
)
(9,861
)
(14,094
)
(18,973
)
Amortization of intangible assets expense
(6,550
)
(26,997
)
(33,619
)
(53,697
)
Depreciation expense
(1,309
)
(1,766
)
(2,940
)
(3,480
)
Impairment of intangible assets
—
—
(226,516
)
—
Restructuring and reorganization costs
(3,915
)
(275
)
(3,862
)
(809
)
Adjusted cost of revenue
$
93,223
$
75,312
$
182,315
$
151,209
GAAP cost of revenue as a percentage of revenue
20
%
26
%
44
%
26
%
Adjusted cost of revenue as a percentage of revenue
17
%
17
%
17
%
17
%
Research and development
GAAP research and development expense
$
278,275
$
214,807
$
532,700
$
435,432
Stock-based compensation expense
(39,469
)
(51,050
)
(78,097
)
(101,645
)
Amortization of intangible assets expense
(51,393
)
(16,332
)
(102,771
)
(32,862
)
Depreciation expense
(3,934
)
(5,340
)
(8,726
)
(10,606
)
Impairment of intangible assets
—
—
(3,998
)
—
Restructuring and reorganization costs
(22,379
)
(4,581
)
(25,955
)
(12,927
)
Adjusted research and development expense
$
161,100
$
137,504
$
313,153
$
277,392
GAAP research and development expense as a percentage of revenue
51
%
49
%
50
%
50
%
Adjusted research and development expense as a percentage of revenue
30
%
31
%
30
%
31
%
Sales and marketing
GAAP sales and marketing expense
$
132,368
$
161,513
$
327,745
$
323,526
Stock-based compensation expense
(12,940
)
(19,041
)
(27,112
)
(35,527
)
Amortization of intangible assets expense
(19,547
)
(42,889
)
(58,514
)
(85,309
)
Depreciation expense
(1,588
)
(2,156
)
(3,601
)
(4,310
)
Impairment of intangible assets
—
—
(46,969
)
—
Restructuring and reorganization costs
(4,237
)
(1,253
)
(6,551
)
(9,153
)
Adjusted sales and marketing expense
$
94,056
$
96,174
$
184,998
$
189,227
GAAP sales and marketing expense as a percentage of revenue
24
%
37
%
31
%
37
%
Adjusted sales and marketing expense as a percentage of revenue
17
%
22
%
18
%
22
%
General and administrative
GAAP general and administrative expense
$
56,335
$
69,165
$
114,547
$
135,505
Stock-based compensation expense
(16,455
)
(21,483
)
(33,142
)
(40,606
)
Depreciation expense
(1,154
)
(1,448
)
(2,559
)
(2,881
)
Impairment of intangible assets
—
—
(1,183
)
—
Restructuring and reorganization costs
(828
)
(4,777
)
(1,894
)
(8,342
)
Adjusted general and administrative expense
$
37,898
$
41,457
$
75,769
$
83,676
GAAP general and administrative expense as a percentage of revenue
11
%
16
%
11
%
15
%
Adjusted general and administrative expense as a percentage of revenue
7
%
9
%
7
%
10
%
Adjusted EPS reconciliation
GAAP net loss
$
(22,672
)
$
(107,365
)
$
(369,599
)
$
(185,272
)
Stock-based compensation expense
75,576
101,435
152,445
196,751
Amortization of intangible assets expense
77,490
86,218
194,904
171,868
Depreciation expense
7,985
10,710
17,826
21,277
Impairment of intangible assets
—
—
278,666
—
Restructuring and reorganization costs
31,359
10,886
38,262
31,231
Income tax impact of adjusting items
(36,302
)
(20,527
)
(73,836
)
(48,291
)
Adjusted net income used for calculation of adjusted EPS, before impact of dilutive instruments
$
133,436
$
81,357
$
238,668
$
187,564
Increase from forgone financing costs on dilutive convertible notes, net of tax
4,676
789
9,344
9,299
Adjusted net income used for calculation of adjusted EPS, including impact of dilutive instruments
$
138,112
$
82,146
$
248,012
$
196,863
Weighted-average common shares used in GAAP diluted net loss per share attributable to Unity Software Inc.
437,898
417,566
436,069
414,696
Convertible notes
41,348
20,896
41,348
35,951
Stock options and PVOs
2,660
5,385
2,801
6,124
Unvested RSUs, PVUs, and PSUs
7,585
4,572
7,195
4,869
ESPP
—
4
63
327
Non-GAAP weighted-average common shares used in adjusted EPS
489,491
448,423
487,476
461,967
GAAP diluted net loss per share attributable to Unity Software Inc.
(0.05
)
(0.26
)
(0.85
)
(0.45
)
Total impact on diluted net loss per share attributable to Unity Software Inc. from non-GAAP adjustments
0.36
0.45
1.40
0.90
Total impact on diluted net loss per share attributable to Unity Software Inc. from antidilutive common stock now included
(0.03
)
(0.01
)
(0.04
)
(0.02
)
Adjusted EPS
0.28
0.18
0.51
0.43
Free cash flow reconciliation
Net cash provided by operating activities
$
205,622
$
133,096
$
276,908
$
146,122
Less:
Purchases of property and equipment
(3,663
)
(6,446
)
(8,492
)
(12,164
)
Free cash flow
201,959
126,650
268,416
133,958
Net cash used in investing activities
(3,663
)
(8,446
)
(8,492
)
(14,164
)
Net cash provided by financing activities
4,551
9,783
16,194
22,031
Cautionary Statement Regarding Forward-Looking Statements
This press release and the earnings call referencing this press release contain “forward-looking statements,” as that term is defined under federal securities laws, including statements regarding Unity’s outlook and future financial performance, including, but not limited to: (i) Unity’s ability to further enhance its platform, accelerate product innovation and enhance financial performance; (ii) expectations regarding Vector, including expectations regarding Vector’s improvements, performance, growth and impact on Unity’s overall future growth prospects; (iii) Unity’s strategic initiatives, including its continued investment and focus on artificial intelligence tools and redeployment of investments to core strategic priorities; (iv) expectations regarding Vector leveraging behavioral data available through Unity runtime; (v) expectations regarding Unity 7; (vi) statements regarding Unity’s product roadmap, products, projects, technology, ongoing product development and improvements, and customer demand for Unity products; (vii) statements regarding industry trends and business model evolution; (viii) statements regarding Unity’s market opportunity; (ix) expectations regarding Unity’s competitive position, core value proposition, and growth prospects; (x) expectations regarding improvements in operating margins; (xi) expectations regarding Unity’s operating discipline and cost management; (xii) expectations regarding future profitability, including Unity’s expectation to become GAAP profitable by the third quarter of 2026; (xiii) plans to pay off future obligations, including Unity’s plan to pay off its convertible notes issued in 2021 in November 2026 and to de-lever its balance sheet; and (xiv) Unity’s financial guidance for future periods. The words “aim,” “believe,” “may,” “will,” “estimate,” “continue,” “intend,” “expect,” “plan,” “project,” and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to risks, uncertainties, and assumptions. If the risks materialize or assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. Risks include, but are not limited to, those related to: (i) the impact of macroeconomic conditions, such as inflation, high interest rates, tariffs, sanctions and trade barriers, and limited credit availability which could further cause economic uncertainty and volatility; (ii) Unity’s ability to compete effectively; (iii) adverse changes in the geopolitical relationship between the U.S. and China; (iv) Unity’s ability to develop, deploy, maintain, manage, or commercialize artificial intelligence-enabled products; (v) Unity’s ability to address issues raised by the development or use of artificial intelligence in its offerings, or the use of artificial intelligence by its customers, personnel, vendors and competitors; (vi) Unity’s ability to execute its plans to realign its business and to right-size its investments, including the sunset of the ironSource Ads Network and the sale of its Supersonic game publishing business; (vii) the impact of any decisions to change how Unity prices its products and services; (viii) Unity’s ability to achieve and sustain profitability; (ix) Unity’s ability to retain existing customers and expand the use of its platform, or attract new customers; (x) Unity’s ability to further expand into adjacent business areas or new industries; (xi) the impact of any changes of terms of service, policies or technical requirements from operating system platform providers or application stores which may result in changes to Unity or its customers’ business practices; (xii) Unity’s ability to maintain favorable relationships with hardware, operating system, device, game console and other technology providers; (xiii) breaches in its security measures, unauthorized access to its platform, data, or its customers’ or other users’ personal data; (xiv) Unity’s ability to manage growth effectively and manage costs effectively; (xv) the rapidly changing and increasingly stringent laws, regulations, contractual obligations and industry standards that relate to privacy, data security and the protection of children; (xvi) Unity’s ability to attract, manage and retain its talent; (xvii) Unity’s ability to adapt effectively to rapidly changing technology, evolving industry standards, changing regulations, or changing customer needs, requirements, or preferences; and (xviii) the effectiveness of Vector. Further information on these and additional risks that could affect our results is included in our filings with the Securities and Exchange Commission (SEC), including our Annual Report on Form 10-K filed with the SEC on February 11, 2026, our Quarterly Report on Form 10-Q filed with the SEC on May 7, 2026, and our future reports that we may file with the SEC from time to time, which could cause actual results to vary from expectations. Copies of reports filed with the SEC are available on the Unity Investor Relations website. Statements herein speak only as of the date of this release, and Unity assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release except as required by law.
Source: Unity Software Inc.
Investor Relations:
Alex Giaimo, Head of Investor Relations
alex.giaimo@unity3d.com
Media Relations:
UnityComms@unity3d.com
Source: Unity Software Inc.