Unity Software Inc SEC Filings

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.

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.

Unity Software (U) director Tomer Bar‑Zeev reported open‑market sales of Common Stock on 11/03/2025 under a Rule 10b5‑1 plan adopted on March 4, 2025. Transactions included 234,701 shares at a weighted average price of $37.94 and 15,299 shares at a weighted average price of $38.55.

Following these sales, 1,298,146 shares were reported as indirectly owned through Agathy Holdings Ltd. A separate line shows 759,861 shares held directly, with no transactions reported for that amount.

U: A shareholder filed a Form 144 to sell up to 400,000 shares of common stock through Goldman Sachs & Co. LLC, with an aggregate market value of $15,020,000. The notice lists an approximate sale date of 11/03/2025 and the NYSE as the exchange.

The filing shows 422,517,888 shares outstanding. It also notes that these shares were acquired on 11/07/2022 as consideration in a merger or acquisition. Recent sales by the same seller include blocks such as 50,000 shares on 09/02/2025 for $1,889,420, 150,000 shares on 09/15/2025 for $6,846,900, and 50,000 shares on 11/03/2025 for $1,899,130.

Unity Software (U) SVP and Chief Legal Officer reported an open‑market sale of 2,734 shares of common stock on 10/15/2025 at $37.85 per share, coded as S. The filing states the trade was made under a Rule 10b5‑1 trading plan adopted on May 9, 2025.

Following the transaction, the reporting person beneficially owned 175,510 shares indirectly (by trust) and 450,209 shares directly, as shown in the filing.

Unity Software Inc. (U) reported an insider transaction by its Chief Accounting Officer. On 10/16/2025, the officer sold 802 shares of common stock at $36.22 per share pursuant to a Rule 10b5-1 trading plan.

Following the sale, the officer beneficially owned 452,986 shares directly. The Rule 10b5-1 plan was adopted on September 12, 2024.

Unity Software Inc. (U) received a Form 144 notice indicating a proposed sale of 802 common shares with an aggregate market value of $29,048. The approximate sale date is 10/16/2025, through Charles Schwab & Co., Inc. on the NYSE.

The seller acquired these shares via restricted stock lapse from Unity Software Inc.: 779 shares on 05/25/2023 and 23 shares on 08/25/2023, both as equity compensation. Unity’s shares outstanding were 422,517,888.

Recent activity by the same seller over the past three months includes sales of 1,011 shares for $32,655 on 07/16/2025, 790 shares for $29,933 on 08/18/2025, 9,149 shares for $359,786 on 08/25/2025, and 645 shares for $30,005 on 09/16/2025.

Unity Software (U) received a Form 144 notice indicating that Anirma Gupta plans to sell 2,734 shares of common stock, with an aggregate market value of $103,482. The sale is listed for approximately 10/15/2025 through Charles Schwab & Co., Inc. on the NYSE.

The shares to be sold were acquired on 08/25/2025 via a restricted stock lapse as equity compensation. Recent activity disclosed includes prior sales over the past three months: 3,384 shares for $129,844 on 08/15/2025, 10,819 shares for $425,396 on 08/25/2025, and 2,296 shares for $101,011 on 09/15/2025.

Tomer Bar-Zeev, a director of Unity Software Inc. (U), reported sales executed under a Rule 10b5-1 trading plan on 10/01/2025. The filing shows two sale lines: 206,544 shares sold at a weighted-average price of $39.72, and 43,456 shares sold at a weighted-average price of $40.36. The Form 4 states these sales occurred in multiple transactions within specified price ranges and that the seller will provide detailed per-price quantities on request. The filing also discloses that shares held by Agathy Holdings Ltd. are subject to voting and dispositive power by Tomer Bar-Zeev and his spouse, and lists additional reported holdings of 1,591,602 and 1,548,146 shares following the respective transactions. One row discloses 759,861 shares for informational purposes with no transactions.