Unity Software Inc. (U) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

I think we are ready to get started. Ladies and gentlemen, thank you for joining us and welcome to the Unity Technologies Q4 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 fourth quarter 2025 earnings call. Today, I'm joined by our CEO, Matt Bromberg, and our CFO, Jared Yates. 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 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 financial measures are an addition to and not a substitute for or superior to measures of financial performance prepared in accordance with GAAP. A full reconciliation of GAAP to non-GAAP is available in our press release and on the scc.gov website. And with that, I'll turn it over to Matt. Thank you, Alex. Good morning, everyone. On behalf of all of us at Unity from across the globe, I'd like to thank each of you for joining us today. When the environment gets noisy, it's always clarifying to tune back into performance and the underlying product an...