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BCS

Current Report · Items 2.02, 9.01 · 8-K

Unity Software Inc.

UNYSEEQUITYCurrent

Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. On November 5, 2026, Unity Software Inc. (“Unity” or the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.…

Filed Nov 5, 2026Accepted Nov 5, 2026, 7:01 AM ESTCIK 1810806Accession 0001810806-26-000053
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Company context

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. © 2026 Unity Technologies U N I T Y. C O M 3 ─────────────────────────────────────────────────────────── UNITY SOFTWARE INC. CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands, except share par value) (Unaudited) As of September 30, 2026 December 31, 2025 Assets Current assets: Cash and cash equivalents $ 2,646,439 $ 2,055,840 Accounts receivable, net 833,522 643,611 Prepaid expenses and other 91,200 113,012 Total current assets 3,571,161 2,812,463 Property and equipment, net 46,407 68,289 Goodwill 3,155,607 3,166,304 Intangible assets, net 86,403 650,544 Other assets 104,512 140,006 Total assets $ 6,964,090 $ 6,837,606 Liabilities and stockholders' equity Current liabilities: Accounts payable $ 18,161 $ 13,981 Accrued expenses and other 312,060 299,541 Publisher payables 513,236 431,494 Deferred revenue 248,652 224,405 Current portion of convertible notes 557,540 556,451 Total current liabilities 1,649,649 1,525,872 Convertible notes 1,680,905 1,678,899 Long-term deferred revenue 20,895 14,038 Other long-term liabilities 84,164 122,660 Total liabilities 3,435,613 3,341,469 Commitments and contingencies Redeemable noncontrolling interests 273,279 252,637 Stockholders' equity: Common stock, $0.000005 par value: Authorized shares - 1,000,000 and 1,000,000 Issue

Current securities

Recent company filings

  1. 144 filingNov 6, 2026
  2. 10-Q filingNov 5, 2026
  3. 4 filingOct 15, 2026
  4. 144 filingAug 31, 2026
  5. 4 filingAug 26, 2026

Registered securities in this filing

UNITY SOFTWARE INC. · 8-K · Filed 2026-11-05

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common stock, $0.000005 par value

Symbol
U
Exchange
NYSE
Classification
COMMON
Status
Current
Filing context

Context: c-1

Dimensions: Not supplied

Accession 000181080626000053 · 1 registered-security cover member

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Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results of Operations and Financial Condition. On November 5, 2026, Unity Software Inc. (“Unity” or the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The Company also posted supplemental material dated November 5, 2026, on the Investor Relations page of its website at investors.unity.com. The information in this Item 2.02 of this Current Report on Form 8-K and the exhibit attached hereto as 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as shall be expressly set forth by specific reference in such filing.
Filed exhibits (1)
EX-99.1 (by filename) a2026q3ex-991.htm

Exhibit 99.1 Unity Reports Third Quarter 2026 Financial Results SAN FRANCISCO, November 5, 2026 -- Unity (NYSE: U), the world’s leading game engine, today announced financial results for the third quarter ended September 30, 2026. "Third-quarter performance was our strongest ever, with Vector growing 126% year-over-year and 40% quarter-over-quarter, and the first GAAP profitable quarter since our IPO," said Matt Bromberg, President and CEO of Unity. "We are seeing the compounding impact of our flywheel strategy: more creators make more games on our platform, and more games fuel the need for more discovery through advertising." Select revenue highlights for Q3 2026 are as follows (in thousands): Three Months Ended September 30, 2026 2025 YoY Change ──────────────────────────────────────────────────────────────────────────────────────────────── Strategic Grow Revenue $431,502 $226,770 90% Strategic Create Revenue $165,070 $148,122 11% Total Strategic Revenue …

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