Every material Form 8-K Unity Software Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Unity reported third-quarter 2026 results for the quarter ended September 30, 2026, with total revenue up 32% year-over-year to $622 million and GAAP net income of $122 million, compared with a net loss of $127 million a year earlier. The company guided fourth-quarter 2026 Strategic Revenue to $683 million to $691 million and adjusted EBITDA to $290 million to $295 million.
Total revenue was $622 million, up from $471 million; Strategic Revenue was $597 million, up 59%, while Non-Strategic Revenue fell 73% to $26 million.
GAAP net income was $122 million, or $0.25 per diluted share, versus a net loss of $127 million in Q3 2025; the CEO described it as the first GAAP profitable quarter since the IPO.
Q4 2026 guidance: Strategic Revenue of $683 million to $691 million and adjusted EBITDA of $290 million to $295 million.
Cash, cash equivalents and restricted cash was $2,651 million as of September 30, 2026, and the company plans to pay off convertible notes due November 15, 2026.
On August 17, 2026, Unity's Compensation Committee approved a special award of 880,000 performance-based restricted stock units to CEO Matthew Bromberg. The units vest in three tranches only if Bromberg stays CEO through 2027, 2028 and 2029 and the stock meets $50, $60 and $75 price hurdles, so shareholders bear dilution risk only if those price targets are reached.
Award of 880,000 PPSUs to CEO Matthew Bromberg approved August 17, 2026, under the 2020 Equity Incentive Plan
Three tranches of about one-third each, with stock price hurdles of $50.00, $60.00 and $75.00 on the NYSE (30 consecutive days VWAP)
Continued service required through August 17, 2027, 2028 and 2029; performance period runs to August 17, 2031
Unvested units are forfeited on most terminations, with exceptions for termination without Cause, death or disability, and change in control
Unity reported second quarter 2026 revenue of $546 million, up 24% from a year earlier, and a GAAP net loss of $23 million, down from $107 million. It also guided third quarter strategic revenue to $540 million to $550 million and adjusted EBITDA to $185 million to $190 million, which points to continued year-over-year growth for shareholders.
Q2 2026 total revenue was $546 million, up 24%; strategic revenue was $486 million, up 38%.
GAAP net loss was $23 million, or $0.05 per share, versus a $107 million loss in Q2 2025.
Adjusted EBITDA was $160 million, a 29% margin, compared with $90 million a year earlier.
Q3 2026 guidance: strategic revenue of $540 million to $550 million and adjusted EBITDA of $185 million to $190 million; the Supersonic business was sold on August 4, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Unity Software Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →