Unity reported strong Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 5, 2026, Unity Software Inc. (" Unity " or the " Company ") issued a press release announcing its financial results for the quarter ended September 30, 2026. 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.^{1 1}The Company also posted supplemental material dated November 5, 2026, on the Investor Relations page of its website at investors.unity.com.¹

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 ")² , 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

99.1 Press Release dated November 5 , 2026 of Unity Software Inc.

104 Cover 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: November 5, 2026

By: /s/ Jarrod Yahes

Jarrod Yahes

Senior Vice President, Chief Financial Officer

(Principal Financial Officer)

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,

• 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

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 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%;⁴ 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

U N I T Y . C O M | 2

Adjusted EBITDA, Free Cash Flow, and Adjusted EPS

Adjusted EBITDA for the quarter was $257 million, with a margin of 41%⁵, compared to $109 million in the third quarter of 2025, with a margin of 23%. The year-over-year improvement was driven by higher revenue and continued cost control.

Free cash flow for the quarter was $220 million, compared to $151 million in the third quarter of 2025.⁶

Adjusted EPS for the quarter was $0.44, compared to $0.20 in the third quarter of 2025.

Liquidity

As of September 30, 2026, our cash, cash equivalents, and restricted cash was $2,651 million, an increase of $587 million, compared with $2,