Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 Inc. (U) approved a special one-time grant of 880,000 performance-based, price-vesting RSUs (PPSUs) to President and CEO Matthew Bromberg under its 2020 Equity Incentive Plan. The award has a five-year performance period from August 17, 2026 to August 17, 2031 and is split into three equal tranches.
Each tranche vests only if Bromberg remains CEO through August 17, 2027, 2028, and 2029, respectively, and if Unity’s stock achieves 30-day VWAP hurdles of $50, $60, and $75. The filing details partial vesting mechanics upon certain terminations, death or disability, and treatment upon a Change in Control, including linear interpolation of Eligible Vesting PPSUs based on the transaction price. Unity states the award is entirely at risk and is intended to support CEO retention and align incentives with long-term stockholder value as the company executes its AI-driven platform integration strategy.
Unity Software Inc. reported Q2 2026 revenue of $546 million, up 24% year-over-year, led by strategic revenue of $486 million, up 38%. Create Solutions revenue was $158 million, while Grow Solutions revenue reached $389 million, supported by the Unity Vector advertising platform.
GAAP net loss narrowed to $23 million (margin -4%, EPS -$0.05) from $107 million, while adjusted EBITDA rose to $160 million with a 29% margin. Free cash flow was $202 million, and cash, cash equivalents and restricted cash totaled $2,357 million as of June 30, 2026. For Q3 2026, Unity guides to strategic revenue of $540–$550 million and adjusted EBITDA of $185–$190 million, and states an expectation to become GAAP profitable by the third quarter of 2026.
Unity Software Inc. appointed Michael Lieb as its principal accounting officer, effective July 27, 2026. Lieb, age 45, previously held senior finance roles at Peloton Interactive, Shutterstock, Spotify and Ernst & Young, and holds degrees from Binghamton University and the University of Notre Dame.
His compensation includes a $385,000 annual base salary, a target cash bonus equal to 40% of base salary, and a restricted stock unit award valued at $1.2 million. The RSU award vests over four years, with 25% vesting on August 25, 2027 and 6.25% quarterly thereafter, subject to his continuous service. The company states there are no appointment arrangements with other persons, no family relationships with directors or officers, and no related-party transactions involving Lieb.
Unity Software Inc. reported that board member Shlomo Dovrat informed the Board of Directors on July 13, 2026 of his intention to resign as a director of the company.
His resignation from the Board will be effective July 24, 2026. Unity’s common stock, with a par value of $0.000005 per share, is listed on the New York Stock Exchange under the symbol U.
Unity Software Inc. reported the results of its Annual Meeting of Stockholders held on May 13, 2026. Stockholders elected three Class III directors—Matthew Bromberg, Keisha Smith, and James M. Whitehurst—to serve until the 2029 annual meeting, with Bromberg receiving 248,442,917 votes for, Smith 202,124,544, and Whitehurst 243,929,870.
Stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, with 304,407,827 votes for and 2,109,609 against. In addition, stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 183,882,508 votes for and 70,752,761 against.
Unity Software Inc. reported first-quarter 2026 results with solid growth and stronger profitability on a non-GAAP basis. Revenue reached $508 million, up 17% year-over-year, with strategic revenue of $432 million, up 35%. Grow Solutions revenue rose to $352 million from $285 million, while Create Solutions revenue increased to $157 million from $150 million.
Unity posted a GAAP net loss of $347 million, or $(0.80) per share, largely driven by $279 million of impairment charges tied to sunsetting the ironSource Ads Network and a planned Supersonic divestiture. Despite this, adjusted EBITDA improved to $138 million with a 27% margin, and free cash flow rose to $66 million.
Guidance for Q2 2026 calls for total revenue of $505–$515 million, strategic revenue of $455–$465 million, and adjusted EBITDA of $130–$135 million, implying continued double-digit growth and further margin expansion.
Unity Software Inc. reported preliminary first quarter 2026 results that are expected to come in above its earlier guidance and outlined a shift away from certain advertising businesses. The company now expects revenue of $505 million to $508 million, compared with prior guidance of $480 million to $490 million, and anticipates Adjusted EBITDA of $130 million to $135 million versus guidance of $105 million to $110 million, implying about 58% year-over-year growth. Unity expects Grow revenue of about $352 million and Create revenue of about $155 million, with total Strategic revenue of $431 million growing 34% year-over-year. As part of a portfolio refocus, Unity will sunset the ironSource Ads Network effective April 30, 2026, and has engaged a financial advisor to explore divesting its Supersonic game publishing business. Management expects these changes, once completed, to support faster revenue growth, higher Adjusted EBITDA, and stronger margins, with Unity Vector highlighted as a key driver of performance.
Unity Software Inc. reported improving growth and profitability trends for Q4 and full-year 2025. Fourth quarter revenue was $503 million, up 10% year-over-year, with Create Solutions at $165 million and Grow Solutions at $338 million. Vector drove mid-teen sequential revenue growth and accounted for 56% of Grow revenue.
GAAP net loss for Q4 narrowed to $89 million, with margin improving to (18)% from (27)% a year earlier. Adjusted EBITDA was $125 million with a 25% margin, and free cash flow was $119 million. For 2025, revenue reached $1.85 billion and net loss declined to $401 million. Unity ended the year with $2.06 billion in cash and guided Q1 2026 revenue to $480–$490 million and adjusted EBITDA to $105–$110 million.
Unity Software Inc. disclosed that its Chief Accounting Officer, Mark Barrysmith, has notified the company of his intention to retire. He plans to retire effective June 15, 2026, and is expected to remain in his current role until that date to help ensure an orderly transition of his responsibilities. Unity has begun a search for a new Chief Accounting Officer.
Unity Software Inc. is reshaping its board of directors. The board appointed gaming and technology veteran Bernard Kim as an independent Class I director, effective May 1, 2026, with a term running until the 2027 annual meeting. He will also join the Nominating and Corporate Governance Committee and be compensated under Unity’s standard non-employee director policy, with a customary indemnification agreement.
Founders David Helgason and Tomer Bar-Zeev resigned as directors effective February 5, 2026, and Mary Schmidt Campbell will retire at the 2026 annual meeting when her term ends. Following these changes, Unity reduced the size of its board to nine members. A press release dated February 10, 2026, announces these board transitions.
Unity Software Inc. announced a planned leadership transition for its legal function. Effective November 14, 2025, Anirma Gupta will step down as Senior Vice President and Chief Legal Officer and serve as Strategic Legal Advisor through May 15, 2026.
During the Transition Period, the company states Ms. Gupta will continue to receive her base salary and that her previously granted equity awards will continue to vest. Additional benefits are to be provided as of the Termination Date, subject to her compliance with the agreement and execution and non‑revocation of a customary release of claims.
An agreement dated November 6, 2025 documenting these terms is filed as Exhibit 10.1 and incorporated by reference.
Unity Software Inc. reported that it issued a press release announcing its financial results for the quarter ended September 30, 2025. The release is furnished as Exhibit 99.1, and additional supplemental materials dated November 5, 2025 are available on the company’s Investor Relations site at investors.unity.com.
The Item 2.02 information and Exhibit 99.1 are being furnished, not filed, under the Exchange Act and therefore are not subject to Section 18 liabilities or incorporation by reference unless expressly stated.
What happened: On August 6, 2025 Unity Software Inc. (U) issued a press release announcing financial results for the quarter ended June 30, 2025 and posted supplemental investor material on investors.unity.com.
Filing details:
- Form: Current Report on Form 8-K dated August 6, 2025.
- Exhibits: 99.1 (press release) and 104 (Inline XBRL cover page).
- The Item 2.02 disclosure and attached press release are not deemed "filed" for purposes of Section 18 of the Exchange Act.
- Report signed by Jarrod Yahes, Senior Vice President and Chief Financial Officer.