Welcome to our dedicated page for Unity Software SEC filings (Ticker: U), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Unity Software Inc. files regulatory disclosures that document its operating results, governance, capital structure, and public-company reporting for a software platform business centered on real-time 3D content and interactive experiences. Form 8-K reports cover financial results, Regulation FD updates, material events, capital-structure matters, and board or officer changes.
Proxy materials describe annual meeting matters, director elections, board committee structure, executive compensation, equity-award information, and stockholder voting procedures. The filing record also identifies Unity's common stock listed on the New York Stock Exchange under ticker U and includes governance and compensation disclosures tied to its Create Solutions and Grow Solutions business lines.
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 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.
Kim Bernard Jin reported acquisition or exercise transactions in this Form 4 filing.
Unity Software Inc. director Kim Bernard Jin reported an equity compensation grant of 14,743 shares of Common Stock in the form of restricted stock units at a price of $0.00 per share. These RSUs vest in equal quarterly installments over a three-year period from the grant date, conditioned on continued service.
The filing also lists 24,500 shares of Common Stock held indirectly through The Bernard and Melissa Kim Living Trust, over which Jin has shared voting and investment power. This trust holding is shown for informational purposes only and does not reflect a new transaction.
Unity Software Inc. director Kim Bernard Jin filed a Form 3 reporting beneficial ownership of Common Stock. He is shown as indirectly owning 24,500 shares of Common Stock, held by The Bernard and Melissa Kim Living Trust, where he has shared voting and investment power.
Unity Software Inc. will hold its 2026 virtual annual meeting on May 13, 2026, asking stockholders to elect three Class III directors to terms ending in 2029, ratify Ernst & Young LLP as independent auditor for 2026, and approve executive pay on an advisory basis.
Only holders of the 436,330,028 shares of common stock outstanding as of March 20, 2026 may vote, with one vote per share. Unity’s nine-member board is staggered into three classes and remains majority independent, with James Whitehurst as Chair and Roelof Botha as Lead Independent Director.
The proxy describes committee responsibilities, risk oversight, and a director pay program built around annual RSU grants and retainers, modestly increased for 2026. Audit fees to Ernst & Young totaled $7,178,000 in 2025, down from $7,654,000 in 2024.
Unity Software Inc ownership disclosure: The Vanguard Group filed Amendment No. 4 to a Schedule 13G/A stating it beneficially owns 0 shares of Unity Software Inc common stock, representing 0%. The filing notes an internal realignment effective January 12, 2026 under SEC Release No. 34-39538, after which certain Vanguard subsidiaries report ownership separately. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
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. senior vice president and chief financial officer Jarrod Yahes reported an automatic sale of common stock to cover taxes tied to vesting restricted stock units. He sold 6,205 shares on March 5, 2026 at a weighted average price of $21.03 per share. After this sell-to-cover transaction, he directly owned 728,381 Unity common shares. The filing notes the trade was not a discretionary decision but occurred automatically to satisfy tax withholding obligations, with individual sale prices ranging from $21.00 to $21.06.
Unity Software Inc. filing reports a proposed sale of restricted equity under Form 144. Jarrod Yahes reported a transaction of 12,196 shares on 02/25/2026 with an aggregate amount of $220,370. The broker listed is Charles Schwab & Co., Inc. and the filing date is 03/05/2026.