# Unity Software Inc.: overview

U · NYSE · CIK 1810806 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/u.md) · [Financials](/companies/u/financials.md) · [Filings](/companies/u/filings.md) · [Insiders](/companies/u/insiders.md)

Latest reported revenue: [$546.5m](/filings/0001810806-26-000043.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001810806-26-000043).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [447](/filings/0001810806-25-000169.md) | [457 d](/filings/0001810806-26-000011.md) | [435](/filings/0001810806-26-000032.md) | [441](/filings/0001810806-26-000043.md) | [471](/filings/0001810806-25-000169.md) | [503 d](/filings/0001810806-26-000011.md) | [508](/filings/0001810806-26-000032.md) | [546](/filings/0001810806-26-000043.md) |
| Gross margin | % | [74.9%](/filings/0001810806-25-000169.md) | [74.7% d](/filings/0001810806-26-000011.md) | [73.8%](/filings/0001810806-26-000032.md) | [74.1%](/filings/0001810806-26-000043.md) | [74.4%](/filings/0001810806-25-000169.md) | [74.3% d](/filings/0001810806-26-000011.md) | [30.8%](/filings/0001810806-26-000032.md) | [79.6%](/filings/0001810806-26-000043.md) |
| Operating margin | % | [(28.5%)](/filings/0001810806-25-000169.md) | [(27.1%) d](/filings/0001810806-26-000011.md) | [(29.4%)](/filings/0001810806-26-000032.md) | [(26.9%)](/filings/0001810806-26-000043.md) | [(26.7%)](/filings/0001810806-25-000169.md) | [(21.2%) d](/filings/0001810806-26-000011.md) | [(69.1%)](/filings/0001810806-26-000032.md) | [(5.9%)](/filings/0001810806-26-000043.md) |
| Net margin | % | [(27.9%)](/filings/0001810806-25-000169.md) | [(26.8%) d](/filings/0001810806-26-000011.md) | [(17.8%)](/filings/0001810806-26-000032.md) | [(24.7%)](/filings/0001810806-26-000043.md) | [(26.9%)](/filings/0001810806-25-000169.md) | [(17.9%) d](/filings/0001810806-26-000011.md) | [(68.4%)](/filings/0001810806-26-000032.md) | [(4.3%)](/filings/0001810806-26-000043.md) |
| Diluted EPS | $ per share | [(0.31)](/filings/0001810806-25-000169.md) | not reported | [(0.19)](/filings/0001810806-26-000032.md) | [(0.26)](/filings/0001810806-26-000043.md) | [(0.30)](/filings/0001810806-25-000169.md) | not reported | [(0.80)](/filings/0001810806-26-000032.md) | [(0.05)](/filings/0001810806-26-000043.md) |
| Free cash flow | $m | [115 d](/filings/0001810806-25-000169.md) | [106 d](/filings/0001810806-26-000011.md) | [7.3](/filings/0001810806-26-000032.md) | [127 d](/filings/0001810806-26-000043.md) | [151 d](/filings/0001810806-25-000169.md) | [119 d](/filings/0001810806-26-000011.md) | [66.5](/filings/0001810806-26-000032.md) | [202 d](/filings/0001810806-26-000043.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,111](/filings/0001810806-24-000053.md) | [1,391](/filings/0001810806-25-000026.md) | [2,187](/filings/0001810806-26-000011.md) | [1,813](/filings/0001810806-26-000011.md) | [1,850](/filings/0001810806-26-000011.md) |
| Gross margin | % | [77.2%](/filings/0001810806-24-000053.md) | [68.2%](/filings/0001810806-25-000026.md) | [66.5%](/filings/0001810806-26-000011.md) | [73.5%](/filings/0001810806-26-000011.md) | [74.2%](/filings/0001810806-26-000011.md) |
| Operating margin | % | [(47.9%)](/filings/0001810806-24-000053.md) | [(63.4%)](/filings/0001810806-25-000026.md) | [(38.1%)](/filings/0001810806-26-000011.md) | [(41.6%)](/filings/0001810806-26-000011.md) | [(25.9%)](/filings/0001810806-26-000011.md) |
| Net margin | % | [(48.0%)](/filings/0001810806-24-000053.md) | [(66.2%)](/filings/0001810806-25-000026.md) | [(37.6%)](/filings/0001810806-26-000011.md) | [(36.6%)](/filings/0001810806-26-000011.md) | [(21.8%)](/filings/0001810806-26-000011.md) |
| Diluted EPS | $ per share | [(1.89)](/filings/0001810806-24-000053.md) | [(2.96)](/filings/0001810806-25-000026.md) | [(2.16)](/filings/0001810806-26-000011.md) | [(1.68)](/filings/0001810806-26-000011.md) | [(0.96)](/filings/0001810806-26-000011.md) |
| Free cash flow | $m | [(153)](/filings/0001810806-24-000053.md) | [(117)](/filings/0001810806-25-000026.md) | [179](/filings/0001810806-26-000011.md) | [286](/filings/0001810806-26-000011.md) | [404](/filings/0001810806-26-000011.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/u/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Silver Lake Group, L.L.C.](/funds/1418226.md) | 2026-06-30 | $992.7m | 34,735,404 |  | Unchanged |
| [SC US (TTGP), LTD.](/funds/1607841.md) | 2026-06-30 | $909.6m | 31,824,924 |  | Unchanged |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $668.2m | 23,380,305 |  | Added +4,446,103 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $584.9m | 20,466,738 |  | Added +1,878,845 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $491.7m | 17,205,571 |  | Added +1,648,470 |
| [Slate Path Capital LP](/funds/1559706.md) | 2026-06-30 | $459.4m | 16,075,152 |  | Added +4,725,400 |
| [Atreides Management, LP](/funds/1777813.md) | 2026-06-30 | $292.8m | 10,245,819 |  | Reduced −2,139,503 |
| [D. E. Shaw & Co., Inc.](/funds/1009207.md) | 2026-06-30 | $259.6m | 9,082,560 |  | Added +1,064,499 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $235.6m | 8,241,936 |  | Added +5,540,028 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $207.2m | 7,248,193 |  | Added +6,960,650 |

## Recent filings

[All 943 filings](/companies/u/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-19 | 21:22 ET | [8-K](/filings/0001810806-26-000046.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001810806-26-000046 |
| 2026-08-06 | 11:20 ET | [10-Q](/filings/0001810806-26-000043.md) | Quarterly report, period 2026-06-30 | 0001810806-26-000043 |
| 2026-08-06 | 11:03 ET | [8-K](/filings/0001810806-26-000041.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001810806-26-000041 |
| 2026-07-27 | 20:54 ET | [8-K](/filings/0001810806-26-000037.md) | 5.02 Departure or appointment of officers or directors | 0001810806-26-000037 |
| 2026-07-16 | 21:04 ET | [8-K](/filings/0001810806-26-000035.md) | 5.02 Departure or appointment of officers or directors | 0001810806-26-000035 |
| 2026-05-14 | 17:46 ET | [8-K](/filings/0001628280-26-034957.md) | 5.07 Shareholder vote results | 0001628280-26-034957 |
| 2026-05-07 | 11:11 ET | [10-Q](/filings/0001810806-26-000032.md) | Quarterly report, period 2026-03-31 | 0001810806-26-000032 |
| 2026-05-07 | 11:03 ET | [8-K](/filings/0001810806-26-000030.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001810806-26-000030 |
| 2026-03-27 | 20:19 ET | [DEF 14A](/filings/0001810806-26-000021.md) | Proxy statement, period 2026-05-13 | 0001810806-26-000021 |
| 2026-03-26 | 20:11 ET | [8-K](/filings/0001810806-26-000016.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001810806-26-000016 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001810806-26-000011.md), filed Feb 11, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/37d11933-b59b-4203-ae13-5a7856183292)

## About the filer

- CIK: 1810806
- Tickers: U
- Exchange: NYSE
- SIC code: 7372 Services-Prepackaged Software
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:48 ET. No prices; not investment advice.