Unity Software Inc. (U)
Unity Software Inc. brought in $2.2B of revenue over the twelve months to September 30, 2026, up 20.9% from a year earlier. It posted a net loss of $340M. Operating cash flow minus capital spending left $403.9M of free cash flow in fiscal 2025. At September 30, 2026 it held $2.6B in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Unity Software Inc.
- Net worth
- Unity Software Inc. has a market value (market cap) of $21.9B at the latest share price, and shareholders' equity of $3.2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.8B (+2.0% year on year), with a net loss of $402.8M. Over the 12 months to September 30, 2026: revenue $2.2B, net loss $340M.
- Cash flow
- In fiscal 2025 operations brought in $423M of cash; after $19M of capital spending, free cash flow was $403.9M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Unity Software Inc.'s next report is expected around February 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Unity Software Inc. does
Unity Software Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NYSE under the ticker U.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.8B | -$402.8M | -$0.96 | $403.9M |
| 2024 | $1.8B | -$664.1M | -$1.68 | $286M |
| 2023 | $2.2B | -$822M | -$2.16 | $178.8M |
| 2022 | $1.4B | -$921.1M | -$2.96 | -$116.6M |
| 2021 | $1.1B | -$532.6M | -$1.89 | -$153.4M |
| 2020 | $772.4M | -$282.3M | -$1.66 | -$20.2M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where U ranks in Technology
Latest SEC filings
What Unity Software Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 32% to $622.1M versus the same quarter last year; diluted EPS $0.25 versus -$0.30.
- November 5, 2026
- August 19, 2026
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 24% to $546.5M versus the same quarter last year; diluted EPS -$0.05 versus -$0.26.
- August 6, 2026
- July 27, 2026
- July 16, 2026
- May 14, 2026
- May 7, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 17% to $508.2M versus the same quarter last year; diluted EPS -$0.80 versus -$0.19.
- May 7, 2026
What is U worth? A DCF from its reported cash flow
Insider trades
What the people running Unity Software Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $4.9M worth of shares in the last 90 days and bought none on the open market. Most of the selling (60%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 13, 2026 | Botha RoelofDirector | Other changeindirect | 1,164,658 | - |
| August 28, 2026 | Blum AlexanderSVP, Chief Operating Officer | Soldpre-planned (10b5-1) | 31,609 | $1.4M |
| August 28, 2026 | Blum AlexanderSVP, Chief Operating Officer | Soldpre-planned (10b5-1) | 11,947 | $524K |
| August 27, 2026 | Blum AlexanderSVP, Chief Operating Officer | Soldpre-planned (10b5-1) | 1,964 | $88K |
| August 25, 2026 | Blum AlexanderSVP, Chief Operating Officer | Soldpre-planned (10b5-1) | 19,455 | $880.7K |
| August 25, 2026 | Blum AlexanderSVP, Chief Operating Officer | Soldpre-planned (10b5-1) | 1,140 | $52.4K |
| August 25, 2026 | Bromberg Matthew SPresident and CEO, Director | Sold | 15,713 | $711.5K |
| August 25, 2026 | Bromberg Matthew SPresident and CEO, Director | Sold | 670 | $30.8K |
Who owns U
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Sequoia Capital Fund Management, L.P. ("sequoia Capital Fund Management")13G, passive with 3 related filers | 7.6% | February 13, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 563 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | 0 |
| SC US (ttgp), Ltd. | 31,824,924 | 0 |
| BlackRock, Inc. | 23,380,305 | +4,446,103 |
| Vanguard Portfolio Management LLC | 20,466,738 | +1,878,845 |
| Vanguard Capital Management LLC | 17,205,571 | +1,648,470 |
| Slate Path Capital LP | 16,075,152 | +4,725,400 |
| Atreides Management, LP | 10,245,819 | -2,139,503 |
| D. E. Shaw & Co., Inc. | 9,082,560 | +1,064,499 |
| UBS Group AG | 8,241,936 | +5,540,028 |
| Aqr Capital Management LLC | 7,248,193 | +6,960,650 |
| State Street Corp | 6,816,900 | +885,284 |
| Point72 Asset Management, L.P. | 6,805,922 | +128,613 |
| Two Sigma Investments, LP | 6,750,900 | -1,157,799 |
| Geode Capital Management, LLC | 6,248,012 | +1,509 |
| Fmr LLC | 5,813,235 | -108,530 |
| Wellington Management Group Llp | 5,710,223 | -4,208,188 |
| Norges Bank | 5,684,941 | new |
| Capital World Investors | 5,614,947 | +4,235,637 |
| Resolute Advisors LLC | 4,766,219 | +3,934,840 |
| Hood River Capital Management LLC | 4,736,216 | +242,463 |
Insiders
16 insiders reported holding 12,675,467 shares in total, about $631.9M at the last price.
| Holder | Shares |
|---|---|
| Helgason DavidDirector | 5,446,8085,439,173 held indirectly |
| Botha RoelofDirector | 2,274,0732,247,666 held indirectly |
| Bromberg Matthew SPresident and CEO, Director | 1,541,131 |
| Bar-Zeev TomerDirector | 873,146873,146 held indirectly |
| Yahes JarrodSVP, Chief Financial Officer | 678,343 |
| Blum AlexanderSVP, Chief Operating Officer | 661,855 |
| Barrysmith MarkChief Accounting Officer | 370,654 |
| Boyden Rebecca BereniceSVP, Chief Legal Officer | 308,413 |
| Dovrat ShlomoDirector | 220,684159,089 held indirectly |
| Slta IV (Gp), L.L.C.Director | 80,84680,846 held indirectly |
Questions about U
What does Unity Software Inc. do?
Unity Software Inc. is a company in the Technology sector, listed on NYSE as U. Its shares trade on NYSE under the ticker U.
What is Unity Software Inc.'s net worth?
Unity Software Inc. has a market value (market cap) of $21.9B at the latest share price, and shareholders' equity of $3.2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Unity Software Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $340M on revenue of $2.2B.
How much revenue does Unity Software Inc. make?
Over the twelve months to September 30, 2026 Unity Software Inc. reported revenue of $2.2B. That is 20.9% more than a year earlier.
When did Unity Software Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the planned insider sale from November 6, 2026.
When is Unity Software Inc.'s next earnings report?
Unity Software Inc.'s next report is expected around February 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Unity Software Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.