Unity Software reports $622.09 million in revenue for Q3 2026

Item 6. Exhibits

SIGNATURES

37

NOTE REGARDING FORWARD-LOOKING STATEMENTS

This Quarterly Report on Form 10‑Q contains forward-looking statements about us and our industry that involve substantial risks and uncertainties. All statements other than statements of historical fact, including statements regarding our future results of operations or financial condition, business strategy and plans, and objectives of management for future operations are forward-looking statements. In some cases, you can identify forward-looking statements because they contain words such as "aim," "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "toward," "will," "would," or the negative of these words or other similar terms or expressions.

You should not rely on forward-looking statements as predictions of future events. We have based the forward-looking statements contained in this Quarterly Report on Form 10‑Q primarily on our current expectations and projections about future events and trends that we believe may affect our business, financial condition, and operating results. Readers are cautioned that these forward‑looking statements are only predictions and are subject to risks, uncertainties, and assumptions that are difficult to predict, including those identified and discussed in greater detail in "Part I, Item 1A.¹ Risk Factors" of our Annual Report on Form 10-K filed with the SEC on February 11, 2026, "Part II, Item 1A. Risk Factors" of our Quarterly Reports on Form 10-Q filed with the SEC on May 7, 2026 and August 6, 2026, and below, under "Part II, Item 1A. Risk Factors."

The results, events, and circumstances reflected in the forward-looking statements may not be achieved or occur, and actual results, events, or circumstances could differ materially from those described in the forward-looking statements.

In addition, statements that "we believe" and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based on information available to us as of the date of this Quarterly Report on Form 10‑Q. While we believe such information provides a reasonable basis for these statements, such information may be limited or incomplete. Our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all relevant information. These statements are inherently uncertain, and investors are cautioned not to unduly rely on these statements.

The forward-looking statements made in this Quarterly Report on Form 10‑Q relate only to events as of the date on which the statements are made. We undertake no obligation to update any forward-looking statements to reflect events or circumstances after the date of this Quarterly Report on Form 10‑Q or to reflect new information, actual results, revised expectations, or the occurrence of unanticipated events, except as required by law. We may not actually achieve the plans, intentions, or expectations disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements. Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures, or investments.

Additional Information

Unless the context otherwise requires, all references in this Quarterly Report on Form 10-Q to "we," "us," "our," "our company," "Unity," and "Unity Technologies" refer to Unity Software Inc. and its consolidated subsidiaries. The Unity design logos, "Unity" and our other registered or common law trademarks, service marks, or trade names appearing in this Quarterly Report on Form 10-Q are the property of Unity Software Inc. or its affiliates.

Investors and others should note that we may announce material business and financial information using our investor relations website (www.investors.unity.com), our blog, social media, our filings with the Securities and Exchange Commission, press releases, public conference calls, and public webcasts as means of complying with our disclosure obligations under Regulation FD. We encourage investors and others interested in our company to review the information that we make available.

Table of Contents

Unity Software Inc.

PART I—FINANCIAL INFORMATION

Item 1. Financial Statements

UNITY SOFTWARE INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(In thousands, except share par value)

(Unaudited)

As of

September 30, 2026 December 31, 2025

Assets

Current assets:

Liabilities and stockholders' equity

Current liabilities:

Current portion of convertible notes 557,540 556,451

Commitments and Contingencies (Note 7)

Redeemable noncontrolling interests 273,279 252,637

Stockholders' equity:

Common stock, $ 0.000005 par value:

Authorized shares - 1,000,000 and 1,000,000

Issued and outstanding shares - 443,800 and 432,860

Accumulated other comprehensive income (loss) 5,521 ( 2,156 )

Accumulated deficit ( 4,388,696 ) ( 4,138,709 )

Total Unity Software Inc. stockholders' equity 3,248,856 3,237,432

Total liabilities and stockholders' equity $ 6,964,090 $ 6,837,606

See accompanying Notes to Condensed Consolidated Financial Statements.

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Table of Contents

Unity Software Inc.

UNITY SOFTWARE INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(In thousands, except per share data)

(Unaudited)

Three Months Ended Nine Months Ended

Operating expenses

Basic net income (loss) per share attributable to common stockholders of Unity Software Inc. (Note 10)

$ 0.27 $ ( 0.30 ) $ ( 0.59 ) $ ( 0.75 )

Diluted net income (loss) per share attributable to common stockholders of Unity Software Inc. (Note 10)

$ 0.25 $ ( 0.30 ) $ ( 0.59 ) $ ( 0.75 )

See accompanying Notes to Condensed Consolidated Financial Statements.

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Unity Software Inc.

UNITY SOFTWARE INC.

CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS)

(In thousands)

(Unaudited)

Three Months Ended Nine Months Ended

See accompanying Notes to Condensed Consolidated Financial Statements.

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Unity Software Inc.

UNITY SOFTWARE INC.

CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY

(In thousands, except share data)

(Unaudited)

Three Months Ended September 30, 2026

Accumulated

Additional Other Unity Software Inc.

Common Stock Paid-In Comprehensive Accumulated Stockholders' Noncontrolling Total

Shares Amount Capital Income Deficit Equity Interest (1)

Equity

Issuance of common stock for settlement of RSUs 2,216,273 — —

Accumulated

Additional Other Unity Software Inc.

Common Stock Paid‑In Comprehensive Accumulated Stockholders' Noncontrolling Total

Shares Amount Capital Loss Deficit Equity Interest (1)

Equity

Issuance of common stock for settlement of RSUs 2,759,765 — —

Stock‑based compensation expense 91,948 91,948 91,948

Net loss