Unity Software Inc. · NYSE:U

Unity Software — Q2 2026 Earnings Presentation

12 slides from Unity Software's earnings presentation, Aug 6, 2026

  1. Slide 1: Unity Reports Second Quarter 2026 Financial Results

    Exhibit 99.1 Unity Reports Second Quarter 2026 Financial Results SAN FRANCISCO, August 6, 2026 -- Unity (NYSE: U), the world’s leading game engine, today announced financial results for the second quarter ended June 30, 2026. “This was arguably the best quarter in Unity’s history as a public company

  2. Slide 2: Earnings Webcast and Second Quarter 2026 Results

    Earnings Webcast Unity will hold a public webcast at 8:30 a.m. ET today to discuss the results for its second 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. Second Qua

  3. Slide 3: Liquidity

    Liquidity As of June 30, 2026, our cash and cash equivalents, and restricted cash was $2,357 million, and increased by $293 million, as compared with $2,064 million as of December 31, 2025. This increase was primarily driven by our operations. About Unity Unity [NYSE: U] offers a suite of tools to d

  4. Slide 4: Condensed Consolidated Balance Sheets

    UNITY SOFTWARE INC. CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands, except per share data) (Unaudited) As of June 30, 2026 December 31, 2025 Assets Current assets: Cash and cash equivalents $ 2,351,987 $ 2,055,840 Accounts receivable, net 688,739 643,611 Prepaid expenses and other 83,590 113,01

  5. Slide 5: Consolidated Statements of Operations and Comprehensive Loss

    UNITY SOFTWARE INC. CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS (In thousands, except per share amounts) (Unaudited) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Revenue $ 546,468 $ 440,944 $ 1,054,706 $ 875,944 Cost of revenue 111,709 114,211 463,346 22

  6. Slide 6: Consolidated Statements of Cash Flows

    UNITY SOFTWARE INC. CONSOLIDATED STATEMENTS OF CASH FLOWS (In thousands) (Unaudited) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Operating activities Net loss $ (22,672) $ (107,365) $ (369,599) $ (185,272) Adjustments to reconcile net loss to net cash provided by operat

  7. Slide 7: About Non-GAAP Financial Measures

    About Non-GAAP Financial Measures To supplement our consolidated financial statements prepared and presented in accordance with generally accepted accounting principles in the United States (GAAP) we use certain non-GAAP financial measures, as described below, to evaluate our ongoing operations and

  8. Slide 8: Non-GAAP Reconciliation

    UNITY SOFTWARE, INC. Non-GAAP Reconciliation (In thousands) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Adjusted EBITDA reconciliation Revenue $ 546,468 $ 440,944 $ 1,054,706 $ 875,944 GAAP net loss $ (22,672) $ (107,365) $ (369,599) $ (185,272) Add: Stock-based compens

  9. Slide 9: Non-GAAP Reconciliation

    UNITY SOFTWARE, INC. Non-GAAP Reconciliation (In thousands) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Research and development GAAP research and development expense $ 278,275 $ 214,807 $ 532,700 $ 435,432 Stock-based compensation expense (39,469) (51,050) (78,097) (10

  10. Slide 10: Non-GAAP Reconciliation

    UNITY SOFTWARE, INC. Non-GAAP Reconciliation (In thousands) Three Months Ended Six Months Ended June 30, June 30, 2026 2025 2026 2025 Adjusted EPS reconciliation GAAP net loss $ (22,672) $ (107,365) $ (369,599) $ (185,272) Stock-based compensation expense 75,576 101,435 152,445 196,751 Amortization

  11. Slide 11: Cautionary Statement Regarding Forward-Looking Statements

    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 defined under federal securities laws, including statements regarding Unity’s outlook and future financial performan

  12. Slide 12: Contacts

    Contacts: Investor Relations: Alex Giaimo, Head of Investor Relations alex.giaimo@unity3d.com Media Relations: UnityComms@unity3d.com Source: Unity Software Inc. © 2026 Unity Technologies UNITY.COM | 12

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