Form 8-K

8-K — Unity Software Inc.

Accession: 0001810806-26-000030

Filed: 2026-05-07

Period: 2026-05-07

CIK: 0001810806

SIC: 7372 (SERVICES-PREPACKAGED SOFTWARE)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — unity-20260507.htm (Primary)

EX-99.1 (a2026q1ex-991.htm)

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XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

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FALSE000181080600018108062026-05-072026-05-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 7, 2026

UNITY SOFTWARE INC.

(Exact name of registrant as specified in its charter)

Delaware 001-39497 27-0334803

(State or other jurisdiction

of incorporation) (Commission File Number) (I.R.S. Employer

Identification No.)

116 New Montgomery Street

San Francisco, California 94105-3607

(Address, including zip code, of principal executive offices)

(415) 638-9950

(Registrant's telephone number, including area code)

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common stock, $0.000005 par value U The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On May 7, 2026, Unity Software Inc. (“Unity” or the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 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 May 7, 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.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number

Description of Exhibit

99.1

Press Release dated May 7, 2026 of Unity Software Inc.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

UNITY SOFTWARE INC.

Date: May 7, 2026

By: /s/ Jarrod Yahes

Jarrod Yahes

Senior Vice President, Chief Financial Officer

(Principal Financial Officer)

EX-99.1

Filename: a2026q1ex-991.htm · Sequence: 2

Document

Exhibit 99.1

Unity Reports First Quarter 2026 Financial Results

SAN FRANCISCO, May 7, 2026 -- Unity (NYSE: U), the world’s leading game engine, today announced financial results for the first quarter ended March 31, 2026.

“We are delivering exceptional revenue growth and margin expansion while executing on the most exciting product roadmap in Unity’s history,” said Matt Bromberg, President & CEO of Unity. “More games, more creators, and more game discovery are all fueling the growth in our business”.

Select revenue highlights for Q1 2026 are as follows:

Three Months Ended March 31,

2026 2025

YoY Change

Total Revenue $508,238 $435,000 17%

Strategic Grow Revenue $278,681 $186,934 49%

Strategic Create Revenue $153,734 $133,309 15%

Total Strategic Revenue $432,415 $320,243 35%

Non-Strategic Revenue1 $75,823 $114,757 (34)%

Q2 2026 Guidance2

•Total Revenue of $505 million to $515 million.

•Strategic Revenue of $455 million to $465 million, up 29% - 32% year-over-year

◦Strategic Grow Revenue of $302 million to $306 million, up 50% - 52% year-over-year

◦Strategic Create Revenue of $154 million to $158 million up 11% - 14% year-over-year, when excluding the impact of a $12 million one-time revenue item in the second quarter of 2025.

•Adjusted EBITDA of $130 million to $135 million, up 44% - 49% year-over-year

1 Consists primarily of revenue from (i) our ironSource Ad network, which was sunsetted effective April 30, 2026, and (ii) our Supersonic publishing business which we intend to divest.

2 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 first quarter non-GAAP results included in this press release.

U N I T Y . C O M |

Earnings Webcast

Unity will hold a public webcast at 8:30 a.m. ET today to discuss the results for its first 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.

First Quarter 2026 Results:

Total Revenue Highlights:

•Revenue was $508 million, compared to $435 million in the first quarter 2025.

•Create Solutions revenue was $157 million, compared to $150 million in the first quarter 2025.

•Grow Solutions revenue was $352 million, compared to $285 million in the first quarter 2025.

Profitability Highlights:

•GAAP net loss was $347 million, with a margin of (68)%; GAAP basic and diluted net loss per share was $0.80.

•Adjusted EBITDA was $138 million, with a margin of 27%; adjusted EPS was $0.23.

•Net cash provided by operating activities was $71 million; free cash flow was $66 million.

Revenue

Revenue was $508 million, up 17% year-over-year. Strategic revenue was $432 million, up 35% year-over-year.

Create Solutions revenue was $157 million, up 4% 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 $352 million, up 24% year-over-year. The change was due to growth in the Unity Ad Network, driven by “Unity Vector”, partially offset by decreases in the IronSource Ad Network.

Basic and Diluted Net Loss per share

Basic and diluted net loss per share was $0.80, as compared to $0.19 for the same period in 2025.

Net Loss and Net Cash Provided by Operating Activities

Net Loss for the quarter was $347 million, which includes $279 million of impairment charges, related to the sunset of the ironSource Ads Network, and planned divestiture of our Supersonic game publishing business. This compares to a net loss of $78 million in the first quarter of 2025.

Net Loss margin was (68)%, compared to (18)% in the first quarter of 2025.

Net cash provided by operating activities for the quarter was $71 million, compared to $13 million in the first quarter of 2025.

Adjusted EBITDA, Free Cash Flow, and Adjusted EPS

Adjusted EBITDA for the quarter was $138 million, with a margin of 27%, compared to $84 million in the first quarter of 2025, with a margin of 19%. The year-over-year improvement was driven by higher revenue and continued cost control.

Free cash flow for the quarter was $66 million, compared to $7 million in the first quarter of 2025.

Adjusted EPS for the quarter was $0.23, compared to $0.24 in the first quarter of 2025.

U N I T Y . C O M |

Liquidity

As of March 31, 2026, our cash and cash equivalents, and restricted cash was $2,146 million, and increased by $82 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.

U N I T Y . C O M |

UNITY SOFTWARE INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(In thousands, except per share data)

(Unaudited)

As of

March 31, 2026 December 31, 2025

Assets

Current assets:

Cash and cash equivalents $ 2,140,861 $ 2,055,840

Accounts receivable, net 654,003 643,611

Prepaid expenses and other 128,467 113,012

Total current assets 2,923,331 2,812,463

Property and equipment, net 54,314 68,289

Goodwill 3,166,304 3,166,304

Intangible assets, net 262,624 650,544

Other assets 115,168 140,006

Total assets $ 6,521,741 $ 6,837,606

Liabilities and stockholders' equity

Current liabilities:

Accounts payable $ 8,648 $ 13,981

Accrued expenses and other 313,155 299,541

Publisher payables 393,016 431,494

Deferred revenue 229,506 224,405

Current portion of convertible notes 556,810 556,451

Total current liabilities 1,501,135 1,525,872

Convertible notes 1,679,560 1,678,899

Long-term deferred revenue 16,831 14,038

Other long-term liabilities 83,091 122,660

Total liabilities 3,280,617 3,341,469

Commitments and contingencies

Redeemable noncontrolling interests 259,168 252,637

Stockholders' equity:

Common stock, $0.000005 par value:

Authorized shares - 1,000,000 and 1,000,000

Issued and outstanding shares - 436,401 and 432,860

2 2

Additional paid-in capital 7,461,858 7,378,295

Accumulated other comprehensive loss 257 (2,156)

Accumulated deficit (4,486,319) (4,138,709)

Total Unity Software Inc. stockholders' equity 2,975,798 3,237,432

Noncontrolling interest 6,158 6,068

Total stockholders' equity 2,981,956 3,243,500

Total liabilities and stockholders' equity $ 6,521,741 $ 6,837,606

U N I T Y . C O M |

UNITY SOFTWARE INC.

CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS

(In thousands, except per share amounts)

(Unaudited)

Three Months Ended

March 31,

2026 2025

Revenue $ 508,238 $ 435,000

Cost of revenue 351,637 113,957

Gross profit 156,601 321,043

Operating expenses

Research and development 254,425 220,625

Sales and marketing 195,377 162,013

General and administrative 58,212 66,340

Total operating expenses 508,014 448,978

Loss from operations (351,413) (127,935)

Interest expense (6,020) (5,891)

Interest income and other income (expense), net 3,464 58,111

Loss before income taxes (353,969) (75,715)

Provision for (benefit from) Income taxes (7,042) 2,192

Net loss (346,927) (77,907)

Net income (loss) attributable to noncontrolling interest and redeemable noncontrolling interests 683 (265)

Net loss attributable to Unity Software Inc. (347,610) (77,642)

Basic and diluted net loss per share attributable to Unity Software Inc. $ (0.80) $ (0.19)

Weighted-average shares used in computation of basic and diluted net loss per share 434,255 411,852

Net loss (346,927) (77,907)

Change in foreign currency translation adjustment 3,048 1,178

Comprehensive loss $ (343,879) $ (76,729)

Net income (loss) attributable to noncontrolling interest and redeemable noncontrolling interests 683 (265)

Foreign currency translation attributable to noncontrolling interest and redeemable noncontrolling interests 635 254

Comprehensive income (loss) attributable to noncontrolling interest and redeemable noncontrolling interests 1,318 (11)

Comprehensive loss attributable to Unity Software Inc. $ (345,197) $ (76,718)

U N I T Y . C O M |

UNITY SOFTWARE INC.

CONSOLIDATED STATEMENTS OF CASH FLOWS

(In thousands)

(Unaudited)

Three Months Ended

March 31,

2026 2025

Operating activities

Net loss $ (346,927) $ (77,907)

Adjustments to reconcile net loss to net cash provided by operating activities:

Depreciation and amortization 127,255 96,217

Stock-based compensation expense 77,165 98,790

Gain on repayment of convertible note — (42,744)

Impairment of intangible assets 270,506 —

Impairment of property and equipment 8,422 3,470

Impairment of investments 15,000 —

Other 1,469 (218)

Changes in assets and liabilities, net of effects of acquisitions:

Accounts receivable, net (10,196) 21,022

Prepaid expenses and other (18,398) (10,602)

Other assets 9,334 10,023

Accounts payable (5,238) 2,198

Accrued expenses and other 13,960 (21,029)

Publisher payables (38,478) (55,155)

Other long-term liabilities (39,947) (10,919)

Deferred revenue 7,359 (120)

Net cash provided by operating activities 71,286 13,026

Investing activities

Purchases of non-marketable investments — —

Purchases of intangible assets — —

Purchases of property and equipment (4,829) (5,718)

Net cash used in investing activities (4,829) (5,718)

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 11,643 21,611

Net cash provided by financing activities 11,643 12,248

Effect of foreign exchange rate changes on cash, cash equivalents, and restricted cash 3,688 4,197

Increase in cash, cash equivalents, and restricted cash 81,788 23,753

Cash, cash equivalents, and restricted cash, beginning of period 2,064,301 1,527,881

Cash, cash equivalents, and restricted cash, end of period $ 2,146,089 $ 1,551,634

U N I T Y . C O M |

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 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 general and administrative expense excluding expenses associated with stock-based compensation, depreciation, 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 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.

U N I T Y . C O M |

UNITY SOFTWARE, INC.

Non-GAAP Reconciliation

(In thousands)

Three Months Ended

March 31,

2026 2025

Adjusted EBITDA reconciliation

Revenue $ 508,238 $ 435,000

GAAP net loss $ (346,927) $ (77,907)

Add:

Stock-based compensation expense $ 76,869 $ 95,316

Amortization of intangible assets expense $ 117,414 $ 85,650

Depreciation expense $ 9,841 $ 10,567

Impairment of intangible assets $ 278,666 $ —

Restructuring and reorganization costs $ 6,903 $ 20,345

Interest expense $ 6,020 $ 5,891

Interest income and other income (expense), net $ (3,464) $ (58,111)

Provision for (benefit from) income taxes $ (7,042) $ 2,192

Adjusted EBITDA $ 138,280 $ 83,943

GAAP net loss margin (68) % (18) %

Adjusted EBITDA margin 27 % 19 %

Adjusted gross profit reconciliation

GAAP gross profit $ 156,601 $ 321,043

Add:

Stock-based compensation expense 7,382 9,112

Amortization of intangible assets expense 27,069 26,700

Depreciation expense 1,631 1,714

Impairment of intangible assets 226,516 —

Restructuring and reorganization costs (53) 534

Adjusted gross profit $ 419,146 $ 359,103

GAAP gross margin 31 % 74 %

Adjusted gross margin 82 % 82 %

Operating expenses reconciliation

Cost of revenue

GAAP cost of revenue $ 351,637 $ 113,957

Stock-based compensation expense (7,382) (9,112)

Amortization of intangible assets expense (27,069) (26,700)

Depreciation expense (1,631) (1,714)

Impairment of intangible assets (226,516) —

Restructuring and reorganization costs 53 (534)

Adjusted cost of revenue $ 89,092 $ 75,897

GAAP cost of revenue as a percentage of revenue 69 % 26 %

Adjusted cost of revenue as a percentage of revenue 18 % 18 %

U N I T Y . C O M |

UNITY SOFTWARE, INC.

Non-GAAP Reconciliation

(In thousands)

Three Months Ended

March 31,

2026 2025

Research and development

GAAP research and development expense $ 254,425 $ 220,625

Stock-based compensation expense (38,628) (50,595)

Amortization of intangible assets expense (51,378) (16,530)

Depreciation expense (4,792) (5,266)

Impairment of intangible assets (3,998) —

Restructuring and reorganization costs (3,576) (8,346)

Adjusted research and development expense $ 152,053 $ 139,888

GAAP research and development expense as a percentage of revenue 50 % 51 %

Adjusted research and development expense as a percentage of revenue 30 % 32 %

Sales and marketing

GAAP sales and marketing expense $ 195,377 $ 162,013

Stock-based compensation expense (14,172) (16,486)

Amortization of intangible assets expense (38,967) (42,420)

Depreciation expense (2,013) (2,154)

Impairment of intangible assets (46,969) —

Restructuring and reorganization costs (2,314) (7,900)

Adjusted sales and marketing expense $ 90,942 $ 93,053

GAAP sales and marketing expense as a percentage of revenue 38 % 37 %

Adjusted sales and marketing expense as a percentage of revenue 18 % 21 %

General and administrative

GAAP general and administrative expense $ 58,212 $ 66,340

Stock-based compensation expense (16,687) (19,123)

Depreciation expense (1,405) (1,433)

Impairment of intangible assets (1,183) —

Restructuring and reorganization costs (1,066) (3,565)

Adjusted general and administrative expense $ 37,871 $ 42,219

GAAP general and administrative expense as a percentage of revenue 12 % 15 %

Adjusted general and administrative expense as a percentage of revenue 7 % 10 %

U N I T Y . C O M |

UNITY SOFTWARE, INC.

Non-GAAP Reconciliation

(In thousands)

Three Months Ended

March 31,

2026 2025

Adjusted EPS reconciliation

GAAP net loss $ (346,927) $ (77,907)

Stock-based compensation expense 76,869 95,316

Amortization of intangible assets expense 117,414 85,650

Depreciation expense 9,841 10,567

Impairment of intangible assets 278,666 —

Restructuring and reorganization costs 6,903 20,345

Income tax impact of adjusting items (37,534) (27,764)

Adjusted net income used for calculation of adjusted EPS, before impact of dilutive instruments $ 105,232 $ 106,207

Increase from forgone financing costs on dilutive convertible notes, net of tax 4,668 4,597

Adjusted net income used for calculation of adjusted EPS, including impact of dilutive instruments $ 109,900 $ 110,804

Weighted-average common shares used in GAAP diluted net loss per share attributable to Unity Software Inc. 434,255 411,852

Convertible notes 41,348 30,494

Stock options and PVOs 2,941 6,863

Unvested RSUs, PVUs, and PSUs 6,805 5,166

ESPP 127 650

Non-GAAP weighted-average common shares used in adjusted EPS 485,476 455,025

GAAP diluted net loss per share attributable to Unity Software Inc. (0.80) (0.19)

Total impact on diluted net loss per share attributable to Unity Software Inc. from non-GAAP adjustments 1.04 0.45

Total impact on diluted net loss per share attributable to Unity Software Inc. from antidilutive common stock now included (0.01) (0.02)

Adjusted EPS 0.23 0.24

Free cash flow reconciliation

Net cash provided by operating activities $ 71,286 $ 13,026

Less:

Purchases of property and equipment (4,829) (5,718)

Free cash flow 66,457 7,308

Net cash used in investing activities (4,829) (5,718)

Net cash provided by financing activities 11,643 12,248

U N I T Y . C O M |

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 and performance and the expansion of Vector across both Create and Grow solutions; (iii) our strategic initiatives, including our continued investment and focus on artificial intelligence tools; (iv) expectations regarding Vector leveraging behavioral data available through Unity Runtime, including expectations of multi-year growth of the product portfolio and its impact on financial results; (v) statements regarding our product roadmap, products, projects, technology and ongoing product development; (vi) expectations regarding growth of Vector and its impact on Unity’s overall growth prospects, as well as revenue mix; (vii) statements regarding industry trends and business model evolution; (viii) statements regarding our market opportunity; (ix) expectations regarding our competitive position and growth prospects; (x) expectations regarding improvements in operating margins; (xi) expectations regarding future profitability, including our expectation to become GAAP profitable by the fourth quarter of 2026; (xii) plans to pay off future obligations; and (xiii) 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; (vii) 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 planned divestiture 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 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.

U N I T Y . C O M |

Contacts:

Investor Relations:

Alex Giaimo, Head of Investor Relations

alex.giaimo@unity3d.com

Media Relations:

UnityComms@unity3d.com

Source: Unity Software Inc.

U N I T Y . C O M |

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Cover Page

May 07, 2026

Cover [Abstract]

Document Type

8-K

Document Period End Date

May 07, 2026

Entity Registrant Name

UNITY SOFTWARE INC.

Entity Incorporation, State or Country Code

Entity File Number

001-39497

Entity Tax Identification Number

27-0334803

Entity Address, Address Line One

116 New Montgomery Street

Entity Address, City or Town

San Francisco

Entity Address, State or Province

Entity Address, Postal Zip Code

94105-3607

City Area Code

415

Local Phone Number

638-9950

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Pre-commencement Tender Offer

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Pre-commencement Issuer Tender Offer

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Title of 12(b) Security

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Security Exchange Name

NYSE

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Entity Central Index Key

0001810806

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration