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AI brief of an SEC Form 8-K · Unity Software Inc. (U)

Unity Q2 revenue rises 24% to $546 million; net loss narrows to $23 million

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyUnity Software Inc. (U)
Form8-K, current report
Filed with the SECAug 6, 2026, 7:03 AM ET
Accession number0001810806-26-000041

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 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.