STOCK TITAN

Unity Software Inc. (U) SEC Filings, Mar-May 2026

U NYSE

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.

Rhea-AI Summary

Kim Bernard Jin reported acquisition or exercise transactions in this Form 4 filing.

Unity Software Inc. reported a new equity grant to director Kim Bernard Jin. He received 7,995 shares of Common Stock in the form of restricted stock units, granted at $0.00 per share as a compensation award.

The RSUs vest in full on the earlier of the first anniversary of the grant date or Unity’s next annual meeting of stockholders, subject to his continued service. After this grant, he holds 22,738 shares directly and 24,500 shares indirectly through The Bernard and Melissa Kim Living Trust, with the trust position shown for informational purposes only.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Dovrat Shlomo reported acquisition or exercise transactions in this Form 4 filing.

Unity Software Inc. director Shlomo Dovrat received a grant of 12,086 restricted stock units representing shares of the company’s common stock. The grant is at no cost and will vest in full on the earlier of the first anniversary of the grant date or Unity’s next annual meeting of stockholders, subject to his continued service.

Following this award, Dovrat directly holds 61,595 shares of common stock. A separate line shows 159,089 shares held indirectly through Y.T.D. Dovrat Investments Ltd., which is reported for informational purposes with no new transaction in that position.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Unity Software Inc. director Robynne Sisco reported an acquisition of 7,995 shares of Common Stock in the form of restricted stock units granted as compensation. The award was made at a price of $0.00 per share and increased her direct holdings to 26,123 shares.

The restricted stock units vest in full on the earlier of the first anniversary of the grant date or Unity Software’s next annual meeting of stockholders, provided she continues serving with the company through that date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Smith Keisha reported acquisition or exercise transactions in this Form 4 filing.

Unity Software Inc. director Keisha Smith received a grant of 10,226 shares of common stock in the form of restricted stock units. These units vest in full on the earlier of the first anniversary of the grant date or the company’s next annual meeting of stockholders, subject to her continued service. Following this award, she holds 50,340 shares directly.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.02%
Tags
quarterly report
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.02%
Tags
current report
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Filing
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
annual report

FAQ

How many Unity Software (U) SEC filings are available on StockTitan?

StockTitan tracks 153 SEC filings for Unity Software (U), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Unity Software (U)?

The most recent SEC filing for Unity Software (U) was filed on May 15, 2026.