Unity Software Inc. (U) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, thank you for joining us and welcome to the Unity Technologies Q1 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise your hand and star six to unmute. I will now hand the conference over to Alex Giammo, head of investor relations. Alex, please go ahead. Thank you. Good morning, everyone. Welcome to Unity's first quarter 2026 earnings call. I'm joined this morning by our CEO, Matt Bromberg, and our CFO, Jared Yays. Before we begin, I want to note that today's discussion contains forward-looking statements, including statements about goals, business outlook, industry trends, and expectations for future financial performance, all of which are subject to risks, uncertainties, and assumptions. You can find more information at about these risks and uncertainties in the risk factor section of our filings at SEC.gov. Actual results may differ, and we take no obligation to revise or update any forward-looking statements. Finally, during today's meeting, we will discuss non-GAAP financial measures. These non-GAAP financials are in addition to and not substitute for measures of financial performance prepared in accordance with GAAP. Full reconciliation of gap to non-gap is available in our press release and on the sec.gov website. With that, I'll turn it over to Matt. Thanks, Alex, and good morning. On behalf of everyone at Unity from across the globe, I'd like to thank each of you for joining us today. It is a privilege to be with you this morning. Unity is on an incredible trajectory, growing rapidly on both the top line and the bottom line, while also shipping the most ambitious produc...