Unity Software Inc. (U) · Material Event (8-K) SEC Filing

EX-99.1 2 a2026q2ex-991.htm EX-99.1 DocumentExhibit 99.1Unity Reports Second Quarter 2026 Financial ResultsSAN FRANCISCO, August 6, 2026 -- Unity (NYSE U), the world s leading game engine, today announced financial results for the second quarter ended June 30, 2026. This was arguably the best quarter in Unity s history as a public company, said Matt Bromberg, President CEO of Unity. The ongoing success of Unity Vector AI, combined with the most exciting product roadmap in Unity s history, is helping drive substantial value for creators, players, and shareholders. Select revenue highlights for Q2 2026 are as follows (in thousands) Three Months Ended June 30, 2026 2025 YoY Change Strategic Grow Revenue $328,955 $201,334 63% Strategic Create Revenue $157,456 $150,605 5%1 Total Strategic Revenue $486,411 $351,939 38% Non-Strategic Revenue2 $60,057 $89,005 (33)% Total Revenue $546,468 $440,944 24% Q3 2026 Guidance3 Strategic Revenue of $540 million to $550 million, up 44% - 47% year-over-year Strategic Grow Revenue of $380 million to $385 million, up 68% - 70% year-over-year Strategic Create Revenue of $159 million to $163 million up 7% - 10% year-over-year Non-Strategic Revenue of $20 million Incorporates approximately one month of revenue from the Supersonic business, which was sold on August 4, 2026 Adjusted EBITDA of $185 million to $190 million, up 69% - 74% year-over-year1 YoY Change was 14% when excluding the impact of a $12 million one-time revenue item in the second quarter of 2025. 2 Consists primarily of revenue from (i) our ironSource Ads network, which was sunset effective April 30, 2026, and (ii) our Supersonic publishing business which was sold on August 4, 2026. 3 These statements are forward-looking and actual results may differ materially. Refer to the Forward-Looking Statements safe harbor section below for information on the factors that could cause our actual results to differ materially from these forward-looking statements. We have not reconciled our estimates for non-GAAP financial measures in this press release and in the earnings call referencing this press release to GAAP due to the uncertainty and potential variability of expenses that may be incurred in the future. As a result, a reconciliation is not available without unreasonable effort and we are unable to address the probable significance of the unavailable information. We have provided a reconciliation of other GAAP to non-GAAP financial measures in the financial statement tables for our second quarter non-GAAP results included in this press release. 2026 Unity Technologies U N I T Y . C O M 1 Earnings WebcastUnity will hold a public webcast at 8 30 a.m. ET today to discuss the results for its second quarter 2026. The live public webcast can be accessed on Unity s Investor Relations website at https investors.unity.com. The webcast replay will also be available on the site.Second Quarter 2026 Results Total Revenue Highlights Revenue was $546 million, compared to $441 million in the second quarter 2025. Create Solutions revenue was $158 million, compared to $154 million in the second quarter 2025. Grow Solutions revenue was $389 million, compared to $287 million in the second quarter 2025. Profitability Highlights GAAP net loss was $23 million, with a margin of (4)% GAAP basic and diluted net loss per share was $0.05. Adjusted EBITDA was $160 million, with a margin of 29% adjusted EPS was $0.28. Net cash provided by operating activities was $206 million free cash flow was $202 million.RevenueRevenue was $546 million, up 24% year-over-year. Strategic revenue was $486 million, up 38% year-over-year.Create Solutions revenue was $158 million, up 2% year-over-year. The increase was driven by increases in subscription revenue, partially offset by decreases in cloud and hosting services revenue, driven by our portfolio reset in 2025. Grow Solutions revenue was $389 million, up 35% year-over-year. The change was due to growth in the Unity Ads Network, driven by Unity Vector , partially offset by decreases in the ironSource Ads Network. Basic and Diluted Net Loss per share Basic and diluted net loss per share was $0.05, as compared to $0.26 for the same period in 2025.Net Loss and Net Cash Provided by Operating ActivitiesNet Loss for the quarter was $23 million, compared to a net loss of $107 million in the second quarter of 2025. Net Loss margin was (4)%, compared to (24)% in the second quarter of 2025.Net cash provided by operating activities for the quarter was $206 million, compared to $133 million in the second quarter of 2025.Adjusted EBITDA, Free Cash Flow, and Adjusted EPSAdjusted EBITDA for the quarter was $160 million, with a margin of 29%, compared to $90 million in the second quarter of 2025, with a margin of 21%. The year-over-year improvement was driven by higher revenue and continued cost control. Free cash flow for the quarter was $202 million, compared to $127 million in the second quarter of 2025. Adjusted EPS for the quarter was $0.28, compared to $0.18 in the second quarter of 2025. 2026 Unity Technologies U N I T Y . C O M 2 LiquidityAs of June 30, 2026, our cash and cash equivalents, and restricted cash was $2,357 million, and increased by $293 million, as compared with $2,064 million as of December 31, 2025. This increase was primarily driven by our operations.About UnityUnity NYSE U offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality. For more information, visit Unity.com. 2026 Unity Technologies U N I T Y . C O M 3 UNITY SOFTWARE INC. CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands, except per share data) (Unaudited) As of June 30, 2026 December 31, 2025 Assets Current assets Cash and cash equivalents $ 2,351,987 $ 2,055,840 Accounts receivable, net 688,739 643,611 Prepaid expenses and other 83,590 113,012 Assets held-for-sale 56,030 Total current assets 3,180,346 2,812,463 Property and equipment, net 49,814 68,289 Goodwill 3,155,607 3,166,304 Intangible assets, net 163,141 650,544 Other assets 112,354 140,006 Total assets $ 6,661,262 $ 6,837,606 Liabilities and stockholders' equity Current liabilities Accounts payable $ 10,429 $ 13,981 Accrued expenses and other 304,134 299,541 Publisher payables 440,665 431,494 Deferred revenue 237,348 224,405 Current portion of convertible notes 557,173 556,451 Liabilities held-for-sale 19,946 Total current liabilities 1,569,695 1,525,872 Convertible notes 1,680,229 1,678,899 Long-term deferred revenue 20,278 14,038 Other long-term liabilities 84,167 122,660 Total liabilities 3,354,369 3,341,469 Commitments and contingencies Redeemable noncontrolling interests 266,727 252,637 Stockholders' equity Common stock, $0.000005 par value Authorized shares - 1,000,000 and 1,000,000 Issued and outstanding shares - 439,987 and 432,860 2 2 Additional paid-in capital 7,540,533 7,378,295 Accumulated other comprehensive income (loss) 3,280 (2,156) Accumulated deficit (4,509,925) (4,138,709) Total Unity Software Inc. stockholders' equity 3,033,890 3,237,432 Noncontrolling interest 6,276 6,068 Total stockholders' equity 3,040,166 3,243,500 Total liabilities and stockholders' equity $ 6,661,262 $ 6,837,606 2026 Unity Technologies U N I T Y . C O M 4 UNITY SOFTWARE INC. CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS (In thousands, except per share amounts) (Unaudited) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Revenue $ 546,468 $ 440,944 $ 1,054,706 $ 875,944 Cost of revenue 111,709 114,211 463,346 228,168 Gross profit 434,759 326,733 591,360 647,776 Operating expenses Research and development 278,275 214,807 532,700 435,432 Sales and marketing 132,368 161,513 327,745 323,526 General and administrative 56,335 69,165 114,547 135,505 Total operating expenses 466,978 445,485 974,992 894,463 Loss from operations (32,219) (118,752) (383,632) (246,687) Interest expense (6,032) (6,030) (12,052) (11,921) Interest income and other income (expense), net 17,941 19,837 21,405 77,948 Loss before income taxes (20,310) (104,945) (374,279) (180,660) Provision for (benefit from) Income taxes 2,362 2,420 (4,680) 4,612 Net loss (22,672) (107,365) (369,599) (185,272) Net income attributable to noncontrolling interest and redeemable noncontrolling interests 934 1,433 1,617 1,168 Net loss attributable to Unity Software Inc. (23,606) (108,798) (371,216) (186,440) Basic and diluted net loss per share attributable to Unity Software Inc. $ (0.05) $ (0.26) $ (0.85) $ (0.45) Weighted-average shares used in computation of basic and diluted net loss per share 437,898 417,566 436,069 414,696 Net loss (22,672) (107,365) (369,599) (185,272) Change in foreign currency translation adjustment 3,823 2,716 6,871 3,894 Comprehensive loss $ (18,849) $ (104,649) $ (362,728) $ (181,378) Net income attributable to noncontrolling interest and redeemable noncontrolling interests 934 1,433 1,617 1,168 Foreign currency translation attributable to noncontrolling interest and redeemable noncontrolling interests 800 564 1,435 818 Comprehensive income attributable to noncontrolling interest and redeemable noncontrolling interests 1,734 1,997 3,052 1,986 Comprehensive loss attributable to Unity Software Inc. $ (20,583) $ (106,646) $ (365,780) $ (183,364) 2026 Unity Technologies U N I T Y . C O M 5 UNITY SOFTWARE INC. CONSOLIDATED STATEMENTS OF CASH FLOWS (In thousands) (Unaudited) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Operating activities Net loss $ (22,672) $ (107,365) $ (369,599) $ (185,272) Adjustments to reconcile net loss to net cash provided by operating activities Depreciation and amortization 85,475 96,928 212,730 193,145 Stock-based compensation expense 79,948 101,604 157,113 200,394 Gain on repayment of convertible note (42,744) Impairment of intangible assets 270,506 Impairment of property and equipment 25 579 8,447 4,049 Impairment of investments 15,000 Other 1,097 (7,754) 2,566 (7,972) Changes in assets and liabilities, net of effects of acquisitions Accounts receivable, net (57,170) (43,083) (67,366) (22,061) Prepaid expenses and other 44,553 24,373 26,155 13,771 Other assets 2,933 1,866 12,267 11,889 Accounts payable 2,027 (4,297) (3,211) (2,099) Accrued expenses and other (6,428) 7,417 7,532 (13,612) Publisher payables 63,112 33,590 24,634 (21,565) Other long-term liabilities 2,184 (1,942) (37,763) (12,861) Deferred revenue 10,538 31,180 17,897 31,060 Net cash provided by operating activities 205,622 133,096 276,908 146,122 Investing activities Purchases of non-marketable investments (2,000) (2,000) Purchases of property and equipment (3,663) (6,446) (8,492) (12,164) Net cash used in investing activities (3,663) (8,446) (8,492) (14,164) Financing activities Proceeds from issuance of convertible notes 690,000 Purchase of capped calls (44,436) Payment of debt issuance costs (13,236) Repayments of convertible note (641,691) Proceeds from issuance of common stock upon exercise of stock options and purchase of ESPP shares 4,551 9,783 16,194 31,394 Net cash provided by financing activities 4,551 9,783 16,194 22,031 Effect of foreign exchange rate changes on cash, cash equivalents, and restricted cash 4,522 15,440 8,210 19,637 Increase in cash, cash equivalents, and restricted cash 211,032 149,873 292,820 173,626 Cash, cash equivalents, and restricted cash, beginning of period 2,146,089 1,551,634 2,064,301 1,527,881 Cash, cash equivalents, and restricted cash, end of period $ 2,357,121 $ 1,701,507 $ 2,357,121 $ 1,701,507 2026 Unity Technologies U N I T Y . C O M 6 About Non-GAAP Financial MeasuresTo supplement our consolidated financial statements prepared and presented in accordance with generally accepted accounting principles in the United States (GAAP) we use certain non-GAAP financial measures, as described below, to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe the following non-GAAP measures are useful in evaluating our operating performance. We are presenting these non-GAAP financial measures because we believe, when taken collectively, they may be helpful to investors because they provide consistency and comparability with past financial performance.However, non-GAAP financial measures have limitations in their usefulness to investors because they have no standardized meaning prescribed by GAAP and are not prepared under any comprehensive set of accounting rules or principles. In addition, other companies, including companies in our industry, may calculate similarly-titled non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as tools for comparison. As a result, our non-GAAP financial measures are presented for supplemental informational purposes only and should not be considered in isolation or as a substitute for our consolidated financial statements presented in accordance with GAAP.We define adjusted EBITDA as GAAP net income or loss excluding benefits or expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, restructurings and reorganizations, interest, income tax, and other non-operating activities, which primarily consist of foreign exchange rate gains or losses. We define adjusted EBITDA margin as adjusted EBITDA as a percentage of revenue. We define adjusted gross profit as GAAP gross profit excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted gross margin as adjusted gross profit as a percentage of revenue.We define adjusted cost of revenue as GAAP cost of revenue, excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted research and development expense as GAAP research and development expense, excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted sales and marketing expense as GAAP sales and marketing expense, excluding expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, and restructurings and reorganizations. We define adjusted general and administrative expense as GAAP general and administrative expense excluding expenses associated with stock-based compensation, depreciation, impairment of acquired intangible assets, and restructurings and reorganizations. We define free cash flow as net cash provided by operating activities less cash used for purchases of property and equipment.We define adjusted EPS as GAAP net income or loss excluding benefits or expenses associated with stock-based compensation, amortization and impairment of acquired intangible assets, depreciation, restructurings and reorganizations, and the income tax impact of the preceding adjustments (cumulatively adjusted net income ), increased by the tax effected impacts from any relevant dilutive securities, divided by the diluted weighted-average outstanding shares. The effective tax rate used in calculating adjusted EPS is estimated for each period, based on the net income or loss adjusted for the items noted above, and may differ from the effective rate used in our financial statements. Shares of common stock that are excluded in our calculation of GAAP diluted net loss per share due to their antidilutive impact on such calculations, are included in the diluted weighted average outstanding shares used in our calculation of adjusted EPS, to the extent they have a dilutive impact on adjusted EPS given the adjusted net income in each period. 2026 Unity Technologies U N I T Y . C O M 7 UNITY SOFTWARE, INC. Non-GAAP Reconciliation (In thousands) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Adjusted EBITDA reconciliation Revenue $ 546,468 $ 440,944 $ 1,054,706 $ 875,944 GAAP net loss $ (22,672) $ (107,365) $ (369,599) $ (185,272) Add Stock-based compensation expense $ 75,576 $ 101,435 $ 152,445 $ 196,751 Amortization of intangible assets expense $ 77,490 $ 86,218 $ 194,904 $ 171,868 Depreciation expense $ 7,985 $ 10,710 $ 17,826 $ 21,277 Impairment of intangible assets $ $ $ 278,666 $ Restructuring and reorganization costs $ 31,359 $ 10,886 $ 38,262 $ 31,231 Interest expense $ 6,032 $ 6,030 $ 12,052 $ 11,921 Interest income and other income (expense), net $ (17,941) $ (19,837) $ (21,405) $ (77,948) Provision for (benefit from) income taxes $ 2,362 $ 2,420 $ (4,680) $ 4,612 Adjusted EBITDA $ 160,191 $ 90,497 $ 298,471 $ 174,440 GAAP net loss margin (4) % (24) % (35) % (21) % Adjusted EBITDA margin 29 % 21 % 28 % 20 % Adjusted gross profit reconciliation GAAP gross profit $ 434,759 $ 326,733 $ 591,360 $ 647,776 Add Stock-based compensation expense 6,712 9,861 14,094 18,973 Amortization of intangible assets expense 6,550 26,997 33,619 53,697 Depreciation expense 1,309 1,766 2,940 3,480 Impairment of intangible assets 226,516 Restructuring and reorganization costs 3,915 275 3,862 809 Adjusted gross profit $ 453,245 $ 365,632 $ 872,391 $ 724,735 GAAP gross margin 80 % 74 % 56 % 74 % Adjusted gross margin 83 % 83 % 83 % 83 % Operating expenses reconciliation Cost of revenue GAAP cost of revenue $ 111,709 $ 114,211 $ 463,346 $ 228,168 Stock-based compensation expense (6,712) (9,861) (14,094) (18,973) Amortization of intangible assets expense (6,550) (26,997) (33,619) (53,697) Depreciation expense (1,309) (1,766) (2,940) (3,480) Impairment of intangible assets (226,516) Restructuring and reorganization costs (3,915) (275) (3,862) (809) Adjusted cost of revenue $ 93,223 $ 75,312 $ 182,315 $ 151,209 GAAP cost of revenue as a percentage of revenue 20 % 26 % 44 % 26 % Adjusted cost of revenue as a percentage of revenue 17 % 17 % 17 % 17 % 2026 Unity Technologies U N I T Y . C O M 8 UNITY SOFTWARE, INC. Non-GAAP Reconciliation (In thousands) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Research and development GAAP research and development expense $ 278,275 $ 214,807 $ 532,700 $ 435,432 Stock-based compensation expense (39,469) (51,050) (78,097) (101,645) Amortization of intangible assets expense (51,393) (16,332) (102,771) (32,862) Depreciation expense (3,934) (5,340) (8,726) (10,606) Impairment of intangible assets (3,998) Restructuring and reorganization costs (22,379) (4,581) (25,955) (12,927) Adjusted research and development expense $ 161,100 $ 137,504 $ 313,153 $ 277,392 GAAP research and development expense as a percentage of revenue 51 % 49 % 50 % 50 % Adjusted research and development expense as a percentage of revenue 30 % 31 % 30 % 31 % Sales and marketing GAAP sales and marketing expense $ 132,368 $ 161,513 $ 327,745 $ 323,526 Stock-based compensation expense (12,940) (19,041) (27,112) (35,527) Amortization of intangible assets expense (19,547) (42,889) (58,514) (85,309) Depreciation expense (1,588) (2,156) (3,601) (4,310) Impairment of intangible assets (46,969) Restructuring and reorganization costs (4,237) (1,253) (6,551) (9,153) Adjusted sales and marketing expense $ 94,056 $ 96,174 $ 184,998 $ 189,227 GAAP sales and marketing expense as a percentage of revenue 24 % 37 % 31 % 37 % Adjusted sales and marketing expense as a percentage of revenue 17 % 22 % 18 % 22 % General and administrative GAAP general and administrative expense $ 56,335 $ 69,165 $ 114,547 $ 135,505 Stock-based compensation expense (16,455) (21,483) (33,142) (40,606) Depreciation expense (1,154) (1,448) (2,559) (2,881) Impairment of intangible assets (1,183) Restructuring and reorganization costs (828) (4,777) (1,894) (8,342) Adjusted general and administrative expense $ 37,898 $ 41,457 $ 75,769 $ 83,676 GAAP general and administrative expense as a percentage of revenue 11 % 16 % 11 % 15 % Adjusted general and administrative expense as a percentage of revenue 7 % 9 % 7 % 10 % 2026 Unity Technologies U N I T Y . C O M 9 UNITY SOFTWARE, INC. Non-GAAP Reconciliation (In thousands) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Adjusted EPS reconciliation GAAP net loss $ (22,672) $ (107,365) $ (369,599) $ (185,272) Stock-based compensation expense 75,576 101,435 152,445 196,751 Amortization of intangible assets expense 77,490 86,218 194,904 171,868 Depreciation expense 7,985 10,710 17,826 21,277 Impairment of intangible assets 278,666 Restructuring and reorganization costs 31,359 10,886 38,262 31,231 Income tax impact of adjusting items (36,302) (20,527) (73,836) (48,291) Adjusted net income used for calculation of adjusted EPS, before impact of dilutive instruments $ 133,436 $ 81,357 $ 238,668 $ 187,564 Increase from forgone financing costs on dilutive convertible notes, net of tax 4,676 789 9,344 9,299 Adjusted net income used for calculation of adjusted EPS, including impact of dilutive instruments $ 138,112 $ 82,146 $ 248,012 $ 196,863 Weighted-average common shares used in GAAP diluted net loss per share attributable to Unity Software Inc. 437,898 417,566 436,069 414,696 Convertible notes 41,348 20,896 41,348 35,951 Stock options and PVOs 2,660 5,385 2,801 6,124 Unvested RSUs, PVUs, and PSUs 7,585 4,572 7,195 4,869 ESPP 4 63 327 Non-GAAP weighted-average common shares used in adjusted EPS 489,491 448,423 487,476 461,967 GAAP diluted net loss per share attributable to Unity Software Inc. (0.05) (0.26) (0.85) (0.45) Total impact on diluted net loss per share attributable to Unity Software Inc. from non-GAAP adjustments 0.36 0.45 1.40 0.90 Total impact on diluted net loss per share attributable to Unity Software Inc. from antidilutive common stock now included (0.03) (0.01) (0.04) (0.02) Adjusted EPS 0.28 0.18 0.51 0.43 Free cash flow reconciliation Net cash provided by operating activities $ 205,622 $ 133,096 $ 276,908 $ 146,122 Less Purchases of property and equipment (3,663) (6,446) (8,492) (12,164) Free cash flow 201,959 126,650 268,416 133,958 Net cash used in investing activities (3,663) (8,446) (8,492) (14,164) Net cash provided by financing activities 4,551 9,783 16,194 22,031 2026 Unity Technologies U N I T Y . C O M 10 Cautionary Statement Regarding Forward-Looking StatementsThis press release and the earnings call referencing this press release contain forward-looking statements, as that term is defined under federal securities laws, including statements regarding Unity s outlook and future financial performance, including, but not limited to (i) Unity s ability to further enhance its platform, accelerate product innovation and enhance financial performance (ii) expectations regarding Vector, including expectations regarding Vector s improvements, performance, growth and impact on Unity s overall future growth prospects (iii) Unity s strategic initiatives, including its continued investment and focus on artificial intelligence tools and redeployment of investments to core strategic priorities (iv) expectations regarding Vector leveraging behavioral data available through Unity runtime (v) expectations regarding Unity 7 (vi) statements regarding Unity s product roadmap, products, projects, technology, ongoing product development and improvements, and customer demand for Unity products (vii) statements regarding industry trends and business model evolution (viii) statements regarding Unity s market opportunity (ix) expectations regarding Unity s competitive position, core value proposition, and growth prospects (x) expectations regarding improvements in operating margins (xi) expectations regarding Unity s operating discipline and cost management (xii) expectations regarding future profitability, including Unity s expectation to become GAAP profitable by the third quarter of 2026 (xiii) plans to pay off future obligations, including Unity s plan to pay off its convertible notes issued in 2021 in November 2026 and to de-lever its balance sheet and (xiv) Unity s financial guidance for future periods. The words aim, believe, may, will, estimate, continue, intend, expect, plan, project, and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to risks, uncertainties, and assumptions. If the risks materialize or assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. Risks include, but are not limited to, those related to (i) the impact of macroeconomic conditions, such as inflation, high interest rates, tariffs, sanctions and trade barriers, and limited credit availability which could further cause economic uncertainty and volatility (ii) Unity s ability to compete effectively (iii) adverse changes in the geopolitical relationship between the U.S. and China (iv) Unity s ability to develop, deploy, maintain, manage, or commercialize artificial intelligence-enabled products (v) Unity s ability to address issues raised by the development or use of artificial intelligence in its offerings, or the use of artificial intelligence by its customers, personnel, vendors and competitors (vi) Unity s ability to execute its plans to realign its business and to right-size its investments, including the sunset of the ironSource Ads Network and the sale of its Supersonic game publishing business (vii) the impact of any decisions to change how Unity prices its products and services (viii) Unity s ability to achieve and sustain profitability (ix) Unity s ability to retain existing customers and expand the use of its platform, or attract new customers (x) Unity s ability to further expand into adjacent business areas or new industries (xi) the impact of any changes of terms of service, policies or technical requirements from operating system platform providers or application stores which may result in changes to Unity or its customers business practices (xii) Unity s ability to maintain favorable relationships with hardware, operating system, device, game console and other technology providers (xiii) breaches in its security measures, unauthorized access to its platform, data, or its customers or other users personal data (xiv) Unity s ability to manage growth effectively and manage costs effectively (xv) the rapidly changing and increasingly stringent laws, regulations, contractual obligations and industry standards that relate to privacy, data security and the protection of children (xvi) Unity s ability to attract, manage and retain its talent (xvii) Unity s ability to adapt effectively to rapidly changing technology, evolving industry standards, changing regulations, or changing customer needs, requirements, or preferences and (xviii) the effectiveness of Vector. Further information on these and additional risks that could affect our results is included in our filings with the Securities and Exchange Commission (SEC), including our Annual Report on Form 10-K filed with the SEC on February 11, 2026, our Quarterly Report on Form 10-Q filed with the SEC on May 7, 2026, and our future reports that we may file with the SEC from time to time, which could cause actual results to vary from expectations. Copies of reports filed with the SEC are available on the Unity Investor Relations website. Statements herein speak only as of the date of this release, and Unity assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release except as required by law. 2026 Unity Technologies U N I T Y . C O M 11 Contacts Investor Relations Alex Giaimo, Head of Investor Relationsalex.giaimo unity3d.comMedia Relations UnityComms unity3d.comSource Unity Software Inc. 2026 Unity Technologies U N I T Y . C O M 12