AI Earnings Predictions for Unity Software Inc. (U)

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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

U N I T Y . C O M|

1

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

unity-20260211FALSE000181080600018108062026-02-112026-02-11

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 11, 2026

UNITY SOFTWARE INC.

(Exact name of registrant as specified in its charter)

Delaware001-3949727-0334803 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.) 116 New Montgomery Street San Francisco, California 94105-3607

(Address, including zip code, of principal executive offices) (415) 638-9950

(Registrant's telephone number, including area code)

Not applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common stock, $0.000005 par valueUThe New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition. On February 11, 2026, Unity Software Inc. (“Unity” or the “Company”) issued a press release announcing its financial results for the quarter and year ended December 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The Company also posted supplemental material dated February 11, 2026, on the Investor Relations page of its website at investors.unity.com. The information in this Item 2.02 of this Current Report on Form 8-K and the exhibit attached hereto as 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as shall be expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits. (d) Exhibits.

Exhibit Number Description of Exhibit

99.1Press Release dated February 11, 2026 of Unity Software Inc.

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

UNITY SOFTWARE INC.

Date: February 11, 2026By:/s/ Jarrod Yahes Jarrod Yahes Senior Vice President, Chief Financial Officer (Principal Financial Officer)