Every 10-Q that Unity Software Inc. (U) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow U and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full U filings page.
Unity Software generated Q2 2026 revenue of $546.5 million, up from $440.9 million a year earlier, led by strong growth in Grow Solutions while Create Solutions increased modestly. GAAP net loss attributable to Unity narrowed to $23.6 million, or $0.05 per share, versus $108.8 million, or $0.26 per share.
For the first six months of 2026, revenue reached $1.05 billion, but a $279 million impairment tied to sunsetting the ironSource Ads Network and exiting the Supersonic publishing business pushed net loss attributable to Unity to $371.2 million, compared with $186.4 million in the prior‑year period.
Operating cash flow strengthened to $276.9 million and free cash flow to $268.4 million for the half‑year. Cash, cash equivalents, and restricted cash totaled $2.36 billion against $2.24 billion of convertible notes principal. Adjusted EBITDA rose to $160.2 million in Q2 and adjusted EPS was $0.28, indicating improved underlying profitability despite restructuring and portfolio changes.
Unity Software grew revenue to $508.2 million for the quarter ended March 31, 2026, up from $435.0 million a year earlier, driven mainly by stronger Grow Solutions and higher Create Solutions subscriptions.
GAAP results deteriorated sharply: Unity reported a net loss of $346.9 million versus a $77.9 million loss last year, largely due to $279 million of impairment charges tied to sunsetting the ironSource Ads Network and planning to divest the Supersonic game publishing business. These charges hit cost of revenue and sales and marketing and reflect a strategic shift away from non‑core monetization assets.
On a non‑GAAP basis, adjusted EBITDA rose to $138.3 million from $83.9 million, and adjusted EPS was $0.23 versus $0.24. Free cash flow improved to $66.5 million, and Unity ended the quarter with $2.1 billion in cash, cash equivalents, and restricted cash against $2.2 billion of convertible notes. Management highlighted ongoing restructuring, workforce reductions, and growing investment in AI‑enabled products as it refocuses on the Unity Engine, related services, and the Unity Ad Network.
Unity Software Inc. reported third‑quarter results showing modest top‑line growth and continued GAAP losses. Revenue was $470.6 million, up from $446.5 million a year ago, driven by Grow Solutions and higher Create subscriptions. Gross profit was $350.3 million and loss from operations was $125.9 million.
Net loss was $126.8 million, or $0.30 per share. Management shortened the useful lives of certain Wētā‑related intangible assets, which increased amortization by about $39 million in the quarter and raised net loss by about $30 million. The company recorded about $23 million in employee separation costs in the first nine months, plus $16 million of other restructuring charges.
Cash, cash equivalents, and restricted cash totaled $1.91 billion, supported by positive operating cash flow of $301.5 million year‑to‑date and free cash flow of $285.2 million. Unity issued $690 million of 0% Convertible Senior Notes due 2030 and repurchased portions of 2026 notes, ending with $2.23 billion of convertible notes outstanding. Dollar‑based net expansion rate was 103%. As of October 28, 2025, 427,912,843 common shares were outstanding.