Earnings release
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NEWS RELEASE Unity Reports Third Quarter 2026 Financial Results 2026-11-05 SAN FRANCISCO--(BUSINESS WIRE)-- Unity (NYSE: U), the world’s leading game engine, today announced nancial 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 rst GAAP pro table quarter since our IPO," said Matt Bromberg, President and CEO of Unity. "We are seeing the compounding impact of our ywheel 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 30,2026 2025 YoY Change Strategic Grow Revenue $431,502 $226,770 90%Strategic Create Revenue $165,070 $148,122 11% Total Strategic Revenue$596,572$374,89259% Non-Strategic Revenue $25,520 $95,723 (73)% Total Revenue $622,092$470,61532% Q4 2026 Guidance Strategic Revenue of $683 million to $691 million, up 65% - 67% year-over-year Strategic Grow Revenue of $515 million to $520 million, up 105% - 107% year-over-year Strategic Create Revenue of $168 million to $171 million up 4% - 6% year-over-year 1 2 1
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Non-Strategic Revenue of $5 million Adjusted EBITDA of $290 million to $295 million, up 132% - 136% year-over-year ____________________ Consists primarily of revenue from (i) our ironSource Ads network, which was sunset in the second quarter of 2026, and (ii) our Supersonicpublishing business which was sold on August 4, 2026. These statements are forward-looking and actual results may di er materially. Refer to the “Forward-Looking Statements” safe harbor section belowfor information on the factors that could cause our actual results to di er materially from these forward-looking statements. We have not reconciledour estimates for non-GAAP nancial measures in this press release and in the earnings call referencing this press release to GAAP due to theuncertainty and potential variability of expenses that may be incurred in the future. As a result, a reconciliation is not available without unreasonablee ort and we are unable to address the probable signi cance of the unavailable information. We have provided a reconciliation of other GAAP to non-GAAP nancial measures in the nancial statement tables for our third quarter non-GAAP results included in this press release. 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. Pro tability Highlights: GAAP net income was $122 million, with a margin of 20%; 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 ow 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 o set 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 1 2 2
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subscription revenue, partially o set 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. Adjusted EBITDA, Free Cash Flow, and Adjusted EPS Adjusted EBITDA for the quarter was $257 million, with a margin of 41%, 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 ow for the quarter was $220 million, compared to $151 million in the third quarter of 2025. 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 $2,064 million as of December 31, 2025. This increase was primarily driven by our operations. About Unity 3
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Unity [NYSE: U] o ers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality. For more information, visit Unity.com. UNITY SOFTWARE INC.CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands, except share par value)(Unaudited) As of September 30, 2026December 31, 2025Assets Current assets:Cash and cash equivalents $ 2,646,439$ 2,055,840Accounts receivable, net 833,522 643,611 Prepaid expenses and other 91,200 113,012 Total current assets 3,571,161 2,812,463Property and equipment, net 46,407 68,289Goodwill 3,155,607 3,166,304Intangible assets, net 86,403 650,544 Other assets 104,512 140,006 Total assets $ 6,964,090$ 6,837,606 Liabilities and stockholders' equity Current liabilities:Accounts payable $ 18,161$ 13,981Accrued expenses and other 312,060 299,541Publisher payables 513,236 431,494Deferred revenue 248,652 224,405 Current portion of convertible notes 557,540 556,451 Total current liabilities 1,649,649 1,525,872Convertible notes 1,680,905 1,678,899Long-term deferred revenue 20,895 14,038 Other long-term liabilities 84,164 122,660 Total liabilities 3,435,613 3,341,469Commitments and contingenciesRedeemable noncontrolling interests 273,279 252,637Stockholders' equity:Common stock, $0.000005 par value:Authorized shares - 1,000,000 and 1,000,000Issued and outstanding shares - 443,800 and 432,8602 2Additional paid-in capital 7,632,029 7,378,295Accumulated other comprehensive income (loss)5,521 (2,156) Accumulated de cit (4,388,696) (4,138,709) Total Unity Software Inc. stockholders' equity3,248,856 3,237,432 Noncontrolling interest 6,342 6,068 Total stockholders' equity 3,255,198 3,243,500 Total liabilities and stockholders' equity$ 6,964,090$ 6,837,606 UNITY SOFTWARE INC.CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS) (In thousands, except per share amounts)(Unaudited) Three Months EndedNine Months EndedSeptember 30,September 30, 2026202520262025 Revenue $ 622,092$ 470,615$ 1,676,798$ 1,346,559 Cost of revenue 112,505120,332575,851348,500 Gross pro t 509,587350,2831,100,947998,059 Operating expensesResearch and development 251,148244,357783,848679,789Sales and marketing 103,471165,869431,216489,39554321 65913 168868 201418 4
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General and administrative 54,32165,913168,868201,418 Total operating expenses 408,940476,1391,383,9321,370,602 Operating income (loss) 100,647(125,856) (282,985) (372,543)Interest expense (6,043) (6,043) (18,095) (17,964) Interest income and other income (expense), net24,32514,44845,73092,396 Income (loss) before income taxes118,929(117,451) (255,350) (298,111) Provision for (bene t from) income taxes(2,661) 9,377 (7,341) 13,989 Net income (loss) 121,590(126,828) (248,009) (312,100)Net income (loss) attributable to noncontrolling interest and redeemablenoncontrolling interests 361 (466) 1,978 702 Net income (loss) attributable to Unity Software Inc.121,229(126,362) (249,987) (312,802) Basic net income (loss) per share attributable to common stockholders of UnitySoftware Inc. $ 0.27$ (0.30) $ (0.59) $ (0.75)Diluted net income (loss) per share attributable to common stockholders ofUnity Software Inc. $ 0.25$ (0.30) $ (0.59) $ (0.75)Net income (loss) 121,590(126,828) (248,009) (312,100) Change in foreign currency translation adjustment2,841 1,353 9,712 5,247 Comprehensive income (loss)$ 124,431$ (125,475) $ (238,297) $ (306,853) Net income (loss) attributable to noncontrolling interest and redeemablenoncontrolling interests 361 (466) 1,978 702Foreign currency translation attributable to noncontrolling interest andredeemable noncontrolling interests600 282 2,035 1,100 Comprehensive income (loss) attributable to noncontrolling interest andredeemable noncontrolling interests961 (184) 4,013 1,802 Comprehensive income (loss) attributable to Unity Software Inc.$ 123,470$ (125,291) $ (242,310) $ (308,655) UNITY SOFTWARE INC.CONSOLIDATED STATEMENTS OF CASH FLOWS (In thousands)(Unaudited) Three Months EndedNine Months EndedSeptember 30,September 30, 2026202520262025Operating activities Net income (loss) $ 121,590$ (126,828) $ (248,009) $ (312,100)Adjustments to reconcile net loss to net cash provided by operatingactivities:Depreciation and amortization84,886135,893297,616329,038Stock-based compensation expense62,77191,968219,884292,362Gain on repayment of convertible note— — — (42,744)Impairment of intangible assets— — 270,506 —Impairment of property and equipment— 862 8,447 4,911Impairment of investments — — 15,000 —Other (3,055) 3,452 (489) (4,520)Changes in assets and liabilities, net of e ects of acquisitions:Accounts receivable, net (140,222) (3,773) (207,588) (25,834)Prepaid expenses and other (4,300) (3,684) 21,85510,087Other assets 3,980 18,66916,24730,558Accounts payable 7,591 7,998 4,380 5,899Accrued expenses and other 7,728 17,90115,260 4,289Publisher payables 72,03724,47196,671 2,906Other long-term liabilities (440) (18,795) (38,203) (31,656) Deferred revenue 11,395 7,264 29,29238,324 Net cash provided by operating activities223,961155,398500,869301,520 Investing activities Purchases of non-marketable investments— — — (2,000)Proceeds from sale of business37,152 — 37,152 — Purchases of property and equipment(4,254) (4,107) (12,746) (16,271) Net cash provided by (used in) investing activities32,898(4,107) 24,406(18,271) Financing activities Proceeds from issuance of convertible notes— — — 690,000Purchase of capped calls — — — (44,436)Payment of debt issuance costs — — — (13,236)Repayments of convertible note — — — (641,691)Proceeds from issuance of common stock upon exercise of stock optionsand purchase of ESPP shares 34,15554,08250,34985,476 Net cash provided by nancing activities34,15554,08250,34976,113 E ect of foreign exchange rate changes on cash, cash equivalents, andrestricted cash 3,334 2,208 11,54421,845 5
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Increase in cash, cash equivalents, and restricted cash294,348207,581587,168381,207 Cash, cash equivalents, and restricted cash, beginning of period2,357,1211,701,5072,064,3011,527,881 Cash, cash equivalents, and restricted cash, end of period$ 2,651,469$ 1,909,088$ 2,651,469$ 1,909,088 About Non-GAAP Financial Measures To supplement our consolidated nancial statements prepared and presented in accordance with generally accepted accounting principles in the United States (GAAP) we use certain non-GAAP nancial measures, as described below, to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe the following non-GAAP measures are useful in evaluating our operating performance. We are presenting these non-GAAP nancial measures because we believe, when taken collectively, they may be helpful to investors because they provide consistency and comparability with past nancial performance. However, non-GAAP nancial measures have limitations in their usefulness to investors because they have no standardized meaning prescribed by GAAP and are not prepared under any comprehensive set of accounting rules or principles. In addition, other companies, including companies in our industry, may calculate similarly-titled non- GAAP nancial measures di erently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP nancial measures as tools for comparison. As a result, our non-GAAP nancial measures are presented for supplemental informational purposes only and should not be considered in isolation or as a substitute for our consolidated nancial statements presented in accordance with GAAP. We de ne adjusted EBITDA as GAAP net income or loss excluding stock-based compensation expense, amortization and impairment of intangible assets, depreciation expense, gain on sale of business, restructuring and reorganization costs, interest expense, interest income and other income (expense), net and the provision for income taxes. We de ne adjusted EBITDA margin as adjusted EBITDA as a percentage of revenue. We de ne adjusted gross pro t as GAAP gross pro t excluding stock-based compensation expense, amortization and impairment of intangible assets, depreciation expense, and restructuring and reorganization costs. We de ne adjusted gross margin as adjusted gross pro t as a percentage of revenue. We de ne adjusted cost of revenue as GAAP cost of revenue, excluding stock-based compensation expense, amortization and impairment of intangible assets, depreciation expense, and restructuring and reorganization costs. We de ne adjusted research and development expense as GAAP research and development expense, excluding stock-based compensation expense, amortization and impairment of intangible assets, depreciation expense, gain on sale of business, and restructuring and reorganization costs. We de ne adjusted sales and marketing expense as GAAP sales and marketing expense, excluding stock-based compensation expense, amortization and impairment of intangible assets, depreciation expense, gain on sale of business, and restructuring and reorganization costs. We de ne adjusted general and administrative expense as GAAP general and administrative expense excluding stock-based compensation expense, depreciation expense, impairment of 6
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intangible assets, gain on sale of business, and restructuring and reorganization costs. We de ne free cash ow as net cash provided by operating activities less cash used for purchases of property and equipment. We de ne adjusted EPS as GAAP net income or loss excluding stock-based compensation expense, amortization and impairment of intangible assets, depreciation expense, gain on sale of business, restructuring and reorganization costs, and the income tax impact of the preceding adjustments (cumulatively "adjusted net income"), increased by the tax e ected impacts from any relevant dilutive securities, divided by the diluted weighted-average outstanding shares. The e ective tax rate used in calculating adjusted EPS is estimated for each period, based on the net income or loss adjusted for the items noted above, and may di er from the e ective rate used in our nancial statements. Shares of common stock that are excluded in our calculation of GAAP diluted net loss per share due to their antidilutive impact on such calculations, are included in the diluted weighted average outstanding shares used in our calculation of adjusted EPS, to the extent they have a dilutive impact on adjusted EPS given the adjusted net income in each period. UNITY SOFTWARE INC.Non-GAAP Reconciliation (In thousands, except per share amounts) Three Months EndedNine Months EndedSeptember 30,September 30, 20262025 2026 2025 Revenue $622,092$470,615$1,676,798$1,346,559 Adjusted EBITDA reconciliation GAAP net income (loss) $ 121,590$ (126,828) $ (248,009) $ (312,100)Add:Stock-based compensation expense$ 63,076$ 91,561$ 215,521$ 288,312Amortization of intangible assets$ 76,738$ 125,345$ 271,642$ 297,213Depreciation expense $ 8,148$ 10,548$ 25,974$ 31,825Impairment of intangible assets$ — $ — $ 278,666$ —Restructuring and reorganization costs$ 12,510$ 7,899$ 50,772$ 39,130Gain on sale of business $ (4,521) $ — $ (4,521) $ —Interest expense $ 6,043$ 6,043$ 18,095$ 17,964Interest income and other income (expense), net$ (24,325) $ (14,448) $ (45,730) $ (92,396) Provision for (bene t from) income taxes$ (2,661) $ 9,377$ (7,341) $ 13,989 Adjusted EBITDA $ 256,598$ 109,497$ 555,069$ 283,937 GAAP net income (loss) margin 20% (27)% (15)% (23)%Adjusted EBITDA margin 41% 23% 33% 21% Adjusted gross pro t reconciliation GAAP gross pro t $ 509,587$ 350,283$ 1,100,947$ 998,059Add:Stock-based compensation expense4,811 9,111 18,90528,084Amortization of intangible assets5,695 27,29339,31480,990Depreciation expense 1,314 1,734 4,254 5,214Impairment of intangible assets— — 226,516 — Restructuring and reorganization costs4,766 (23) 8,628 786 Adjusted gross pro t $ 526,173$ 388,398$ 1,398,564$ 1,113,133 GAAP gross margin 82% 74% 66% 74%Adjusted gross margin 85% 82% 83% 83% Operating expenses reconciliation Cost of revenue GAAP cost of revenue $ 112,505$ 120,332$ 575,851$ 348,500Stock-based compensation expense(4,811) (9,111) (18,905) (28,084)Amortization of intangible assets(5,695) (27,293) (39,314) (80,990)Depreciation expense (1,314) (1,734) (4,254) (5,214)Impairment of intangible assets— — (226,516) —(4766) 23 (8628) (786) 7
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Restructuring and reorganization costs(4,766) 23 (8,628) (786) Adjusted cost of revenue $ 95,919$ 82,217$ 278,234$ 233,426 GAAP cost of revenue as a percentage of revenue18% 26% 34% 26%Adjusted cost of revenue as a percentage of revenue15% 18% 17% 17% Research and development GAAP research and development expense$ 251,148$ 244,357$ 783,848$ 679,789Stock-based compensation expense(31,923) (45,654) (110,020) (147,299)Amortization of intangible assets(51,820) (53,304) (154,591) (86,166)Depreciation expense (3,979) (5,166) (12,705) (15,772)Impairment of intangible assets— — (3,998) —Restructuring and reorganization costs(4,283) (1,503) (30,238) (14,430) Gain on sale of business $ 335$ — $ 335$ — Adjusted research and development expense$ 159,478$ 138,730$ 472,631$ 416,122 GAAP research and development expense as a percentage of revenue40% 52% 47% 51%Adjusted research and development expense as a percentage of revenue26% 30% 28% 31% Sales and marketing GAAP sales and marketing expense$ 103,471$ 165,869$ 431,216$ 489,395Stock-based compensation expense(8,886) (17,893) (35,998) (53,420)Amortization of intangible assets(19,223) (44,748) (77,737) (130,057)Depreciation expense (1,667) (2,184) (5,268) (6,494)Impairment of intangible assets— — (46,969) —Restructuring and reorganization costs(1,951) (361) (8,502) (9,514) Gain on sale of business $ 296$ — $ 296$ — Adjusted sales and marketing expense$ 72,040$ 100,683$ 257,038$ 289,910 GAAP sales and marketing expense as a percentage of revenue17% 35% 26% 36%Adjusted sales and marketing expense as a percentage of revenue12% 21% 15% 22% General and administrative GAAP general and administrative expense$ 54,321$ 65,913$ 168,868$ 201,418Stock-based compensation expense(17,456) (18,903) (50,598) (59,509)Depreciation expense (1,188) (1,464) (3,747) (4,345)Impairment of intangible assets— — (1,183) —Restructuring and reorganization costs(1,510) (6,058) (3,404) (14,400) Gain on sale of business $ 3,890$ — $ 3,890$ — Adjusted general and administrative expense$ 38,057$ 39,488$ 113,826$ 123,164 GAAP general and administrative expense as a percentage of revenue9% 14% 10% 15%Adjusted general and administrative expense as a percentage of revenue6% 8% 7% 9% Adjusted EPS reconciliation GAAP net income (loss) $ 121,590$ (126,828) $ (248,009) $ (312,100)Stock-based compensation expense63,07691,561215,521288,312Amortization of intangible assets76,738125,345271,642297,213Depreciation expense 8,148 10,54825,97431,825Impairment of intangible assets— — 278,666 —Restructuring and reorganization costs12,510 7,899 50,77239,130Gain on sale of business (4,521) — (4,521) — Income tax impact of adjusting items(64,417) (16,561) (138,253) (64,852) Adjusted net income used for calculation of adjusted EPS, before impact ofdilutive instruments $ 213,124$ 91,964$ 451,792$ 279,528 Increase from forgone nancing costs on dilutive convertible notes, net oftax 4,686 4,714 14,03014,014 Adjusted net income used for calculation of adjusted EPS, including impact ofdilutive instruments $ 217,810$ 96,678$ 465,822$ 293,542 Weighted-average common shares used in GAAP basic net income (loss) pershare attributable to common stockholders of Unity Software Inc.441,557424,296437,930417,919Convertible notes 41,34841,34841,34837,770Stock options and PVOs 3,780 6,510 3,007 6,253Unvested RSUs, PVUs, and PSUs11,48013,055 8,624 7,598 ESPP — 130 42 261 Non-GAAP weighted-average common shares used in adjusted EPS498,165485,339490,951469,801 GAAP diluted net income (loss) per share attributable to commonstockholders of Unity Software Inc.$ 0.25$ (0.30) $ (0.59) $ (0.75)Total impact on diluted net income (loss) per share attributable tocommon stockholders of Unity Software Inc. from non-GAAP adjustmentsand noncontrolling interests 0.21 0.52 1.62 1.42Total impact on diluted net income (loss) per share attributable tocommon stockholders of Unity Software Inc. from antidilutive commonstock now included (0.02) (0.02) (0.08) (0.05) Adjusted EPS $ 0.44$ 0.20$ 0.95$ 0.62 Free cash ow reconciliation Net cash provided by operating activities$ 223,961$ 155,398$ 500,869$ 301,520Less: Purchases of property and equipment(4,254) (4,107) (12,746) (16,271) Free cash ow $ 219,707$ 151,291$ 488,123$ 285,249 Net cash provided by (used in) investing activities$ 32,898$ (4,107) $ 24,406$ (18,271)Net cash provided by nancing activities$ 34,155$ 54,082$ 50,349$ 76,113 8
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Cautionary Statement Regarding Forward-Looking Statements This press release and the earnings call referencing this press release contain “forward-looking statements,” as that term is de ned under federal securities laws, including statements regarding Unity’s outlook and future nancial performance, including, but not limited to: (i) Unity’s ability to further enhance its platform, accelerate product innovation and enhance nancial performance; (ii) expectations regarding Vector, including expectations regarding Vector’s improvements, performance, growth, leveraging of behavioral data available through Unity runtime, and impact on Unity’s overall future growth prospects; (iii) Unity’s strategic initiatives, including its continued investment and focus on arti cial intelligence tools and integrations with third-party coding agents, and their expected impact on developer adoption; (iv) Unity’s ywheel strategy and its expected impact on Unity’s business; (v) expectations regarding Unity Spark and Unity’s partnership with Google, including Unity Spark’s launch timing, pricing and monetization model, and impact on Unity’s revenues; (vi) statements regarding Unity’s product roadmap, products, projects, technology, ongoing product development and improvements, and customer demand for Unity products; (vii) statements regarding industry trends and business model evolution; (viii) statements regarding Unity’s market opportunity; (ix) expectations regarding Unity’s competitive position, core value proposition, and growth prospects; (x) expectations regarding improvements in operating margins, operating leverage, operating discipline and cost management; (xi) expectations regarding future pro tability, including anticipated bene ts of GAAP pro tability; (xii) Unity’s plan to pay o its convertible notes due November 15, 2026 and expectations regarding capital allocation; and (xiii) Unity’s nancial guidance for future periods. The words “aim,” “believe,” “may,” “will,” “estimate,” “continue,” “intend,” “expect,” “plan,” “project,” and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to risks, uncertainties, and assumptions. If the risks materialize or assumptions prove incorrect, actual results could di er materially from the results implied by these forward-looking statements. Risks include, but are not limited to, those related to: (i) the impact of macroeconomic conditions, such as in ation, high interest rates, tari s, sanctions and trade barriers, and limited credit availability which could further cause economic uncertainty and volatility; (ii) Unity’s ability to compete e ectively; (iii) adverse changes in the geopolitical relationship between the U.S. and China; (iv) Unity’s ability to develop, deploy, maintain, manage, or commercialize arti cial intelligence-enabled products, its reliance on third-party arti cial intelligence models, and the costs associated with such e orts; (v) Unity’s ability to address issues raised by the development or use of arti cial intelligence in its o erings, or the use of arti cial intelligence by its customers, personnel, vendors and competitors; (vi) Unity’s ability to execute its plans to realign its business and to right-size its investments, including the sunset of the ironSource Ads Network; (vii) the impact of any decisions to change how Unity prices its products and services; (viii) Unity’s ability to achieve and sustain pro tability; (ix) Unity’s ability to retain existing customers and expand the use of its platform, or attract new customers; (x) Unity’s ability to further expand into adjacent business areas or new industries; (xi) the impact of any changes of terms of service, policies or technical requirements from operating system platform providers or application stores which may result in changes to Unity or its customers’ business practices; (xii) Unity’s ability to maintain favorable relationships with hardware, operating 9
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system, device, game console and other technology providers; (xiii) breaches in its security measures, unauthorized access to its platform, data, or its customers’ or other users’ personal data; (xiv) Unity’s ability to manage growth e ectively and manage costs e ectively; (xv) the rapidly changing and increasingly stringent laws, regulations, contractual obligations and industry standards that relate to privacy, data security and the protection of children; (xvi) Unity’s ability to attract, manage and retain its talent; (xvii) Unity’s ability to adapt e ectively to rapidly changing technology, evolving industry standards, changing regulations, or changing customer needs, requirements, or preferences; and (xviii) the e ectiveness of Vector. Further information on these and additional risks that could a ect our results is included in our lings with the Securities and Exchange Commission (SEC), including our Annual Report on Form 10-K led with the SEC on February 11, 2026, our Quarterly Reports on Form 10-Q led with the SEC on May 7, 2026 and August 6, 2026, and our future reports that we may le with the SEC from time to time, which could cause actual results to vary from expectations. Copies of reports led with the SEC are available on the Unity Investor Relations website. Statements herein speak only as of the date of this release, and Unity assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release except as required by law. Source: Unity Software Inc. Investor Relations: Alex Giaimo, Head of Investor Relations alex.giaimo@unity3d.com Media Relations: UnityComms@unity3d.com Source: Unity Software Inc. 10