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EX-99.1

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EX-99.1

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Exhibit 99.1

Unity Reports Third Quarter 2026 Financial Results

SAN FRANCISCO, November 5, 2026 -- Unity (NYSE: U), the world’s leading game engine, today announced financial results for the third quarter ended September 30, 2026.

"Third-quarter performance was our strongest ever, with Vector growing 126% year-over-year and 40% quarter-over-quarter, and the first GAAP profitable quarter since our IPO," said Matt Bromberg, President and CEO of Unity.

"We are seeing the compounding impact of our flywheel strategy: more creators make more games on our platform, and more games fuel the need for more discovery through advertising."

Select revenue highlights for Q3 2026 are as follows (in thousands):

Three Months Ended September 30,

20262025 YoY Change

Strategic Grow Revenue$431,502$226,77090%

Strategic Create Revenue$165,070$148,12211%

Total Strategic Revenue$596,572$374,89259%

Non-Strategic Revenue1$25,520$95,723(73)%

Total Revenue$622,092$470,61532%

Q4 2026 Guidance2

•Strategic Revenue of $683 million to $691 million, up 65% - 67% year-over-year

◦Strategic Grow Revenue of $515 million to $520 million, up 105% - 107% year-over-year

◦Strategic Create Revenue of $168 million to $171 million up 4% - 6% year-over-year

•Non-Strategic Revenue of $5 million

•Adjusted EBITDA of $290 million to $295 million, up 132% - 136% year-over-year

1 Consists primarily of revenue from (i) our ironSource Ads network, which was sunset in the second quarter of 2026, and (ii) our Supersonic publishing business which was sold on August 4, 2026.

2 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 third quarter non-GAAP results included in this press release.

© 2026 Unity Technologies

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Earnings Webcast

Unity will hold a public webcast at 8:30 a.m. ET today to discuss the results for its third 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.

Third Quarter 2026 Results:

Total Revenue Highlights:

•Revenue was $622 million, compared to $471 million in the third quarter 2025.

•Grow Solutions revenue was $457 million, compared to $318 million in the third quarter 2025.

•Create Solutions revenue was $165 million, compared to $152 million in the third quarter 2025.

Profitability Highlights:

•GAAP net income was $122 million, with a margin of 20%; GAAP basic net income per share was $0.27; GAAP diluted net income per share was $0.25.

•Adjusted EBITDA was $257 million, with a margin of 41%; adjusted EPS was $0.44.

•Net cash provided by operating activities was $224 million; free cash flow was $220 million.

Revenue

Revenue was $622 million, up 32% year-over-year. Strategic revenue was $597 million, up 59% year-over-year.

Grow Solutions revenue was $457 million, up 44% 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.

Create Solutions revenue was $165 million, up 8% 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.

Basic and Diluted Net Income (Loss) per share

Basic net income per share was $0.27, as compared to a basic net loss per share of $0.30 for the same period in 2025.

Diluted net income per share was $0.25, as compared to a diluted net loss per share of $0.30 for the same period in 2025.

Net Income (Loss) and Net Cash Provided by Operating Activities

Net income for the quarter was $122 million, compared to a net loss of $127 million in the third quarter of 2025.

Net income (loss) margin was 20%, compared to (27)% in the third quarter of 2025.

Net cash provided by operating activities for the quarter was $224 million, compared to $155 million in the third quarter of 2025.

© 2026 Unity Technologies

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Adjusted EBITDA, Free Cash Flow, and Adjusted EPS

Adjusted EBITDA for the quarter was $257 million, with a margin of 41%, compared to $109 million in the third quarter of 2025, with a margin of 23%. The year-

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EX-99.1

2 a2026q1ex-991.htm

EX-99.1

Document

Exhibit 99.1

Unity Reports First Quarter 2026 Financial Results

SAN FRANCISCO, May 7, 2026 -- Unity (NYSE: U), the world’s leading game engine, today announced financial results for the first quarter ended March 31, 2026.

“We are delivering exceptional revenue growth and margin expansion while executing on the most exciting product roadmap in Unity’s history,” said Matt Bromberg, President & CEO of Unity. “More games, more creators, and more game discovery are all fueling the growth in our business”.

Select revenue highlights for Q1 2026 are as follows:

Three Months Ended March 31,

20262025 YoY Change

Total Revenue$508,238$435,00017%

Strategic Grow Revenue$278,681$186,93449%

Strategic Create Revenue$153,734$133,30915%

Total Strategic Revenue$432,415$320,24335%

Non-Strategic Revenue1$75,823$114,757(34)%

Q2 2026 Guidance2

•Total Revenue of $505 million to $515 million.

•Strategic Revenue of $455 million to $465 million, up 29% - 32% year-over-year

◦Strategic Grow Revenue of $302 million to $306 million, up 50% - 52% year-over-year

◦Strategic Create Revenue of $154 million to $158 million up 11% - 14% year-over-year, when excluding the impact of a $12 million one-time revenue item in the second quarter of 2025.

•Adjusted EBITDA of $130 million to $135 million, up 44% - 49% year-over-year

1 Consists primarily of revenue from (i) our ironSource Ad network, which was sunsetted effective April 30, 2026, and (ii) our Supersonic publishing business which we intend to divest.

2 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 first quarter non-GAAP results included in this press release.

© 2026 Unity Technologies

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Earnings Webcast

Unity will hold a public webcast at 8:30 a.m. ET today to discuss the results for its first 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.

First Quarter 2026 Results:

Total Revenue Highlights:

•Revenue was $508 million, compared to $435 million in the first quarter 2025.

•Create Solutions revenue was $157 million, compared to $150 million in the first quarter 2025.

•Grow Solutions revenue was $352 million, compared to $285 million in the first quarter 2025.

Profitability Highlights:

•GAAP net loss was $347 million, with a margin of (68)%; GAAP basic and diluted net loss per share was $0.80.

•Adjusted EBITDA was $138 million, with a margin of 27%; adjusted EPS was $0.23.

•Net cash provided by operating activities was $71 million; free cash flow was $66 million.

Revenue

Revenue was $508 million, up 17% year-over-year. Strategic revenue was $432 million, up 35% year-over-year.

Create Solutions revenue was $157 million, up 4% 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 $352 million, up 24% year-over-year. The change was due to growth in the Unity Ad Network, driven by “Unity Vector”, partially offset by decreases in the IronSource Ad Network.

Basic and Diluted Net Loss per share

Basic and diluted net loss per share was $0.80, as compared to $0.19 for the same period in 2025.

Net Loss and Net Cash Provided by Operating Activities

Net Loss for the quarter was $347 million, which includes $279 million of impairment charges, related to the sunset of the ironSource Ads Network, and planned divestiture of our Supersonic game publishing business. This compares to a net loss of $78 million in the first quarter of 2025.

Net Loss margin was (68)%, compared to (18)% in the first quarter of 2025.

Net cash provided by operating activities for the quarter was $71 million, compared to $13 million in the first quarter of 2025.

Adjusted EBITDA, Free Cash Flow, and Adjusted EPS

Adjusted EBITDA for the quarter was $138 million, with a margin of 27%, compared to $84 million in the first quarter of 2025, with a margin of 19%. The year-over-year improvement was driven by higher revenue and continued cost control.

Free cash flow for the quarter was $66 million, compa