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

Unity Q3 2026 revenue rises 32% to $622 million; GAAP net income $122 million

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyUnity Software Inc. (U)
Form8-K, current report
Filed with the SECNov 5, 2026, 7:01 AM ET
Accession number0001810806-26-000053

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 November 05, 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.