Unity Technologies 8-K
PositiveEarningsNew guidance
Unity Vector AI drives Grow Solutions growth; management expects GAAP profitability in Q3.
Filed 2026-08-06 07:03 ET
- 2.02 Results of Operations
- 9.01 Financial Statements and Exhibits
Summary
Q2 2026 results with Q3 2026 guidance. Revenue rose 24% Y/Y, led by Grow Solutions and Unity Vector AI; higher revenue and continued cost control lifted adjusted EBITDA. Unity sold its Supersonic publishing business on 8/4/2026, affecting Q3 non-strategic revenue.
Key Figures
| Metric | Q2 2026 | Q2 2025 | Y/Y |
|---|---|---|---|
| Revenue | $546M | $441M | 24% |
| Strategic revenue | $486M | $352M | 38% |
| GAAP net loss | $(22.7)M | $(107)M | n/m |
| Non-GAAP adjusted EBITDA | $160M | $90.5M | 77% |
| GAAP diluted net loss per share attributable to Unity Software Inc. | $(0.05) | $(0.26) | n/m |
| Non-GAAP adjusted EPS | $0.28 | $0.18 | 56% |
| Net cash provided by operating activities | $206M | $133M | 54% |
| Free cash flow | $202M | $127M | 59% |
- Strategic Grow revenue was $329M, up 63%; Strategic Create revenue was $157M, up 5% (14% excluding a $12M one-time Q2 2025 revenue item). Non-strategic revenue fell 33% to $60.1M, primarily reflecting the ironSource Ads Network sunset and Supersonic sale.
- Cash, cash equivalents and restricted cash were $2.36B at 6/30/2026, up $293M from 12/31/2025, primarily from operations.
Guidance
| Metric | Period | Guidance | Prior | Direction |
|---|---|---|---|---|
| Strategic revenue | Q3 2026 | $540M-$550M; up 44%-47% Y/Y | — | — |
| Strategic Grow revenue | Q3 2026 | $380M-$385M; up 68%-70% Y/Y | — | — |
| Strategic Create revenue | Q3 2026 | $159M-$163M; up 7%-10% Y/Y | — | — |
| Non-strategic revenue | Q3 2026 | $20M | — | — |
| Non-GAAP adjusted EBITDA | Q3 2026 | $185M-$190M; up 69%-74% Y/Y | — | — |
| GAAP profitability | Q3 2026 | Expects to become GAAP profitable | — | — |
Investor Takeaways
- Q3 results will show whether Unity delivers its revenue and adjusted EBITDA outlook and reaches its stated goal of GAAP profitability.
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