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Media and entertainment company producing and distributing digital content.
Key Characteristics
Products & Services
Unity Software Inc. Core Product
Primary product/service offering from Unity Software Inc..
Customer Segments
- •Businesses
- •Enterprises
- •End users
- ✓Business operations
- ✓Digital transformation
Geographic Presence
SEC Filing Analyses (9)
10-Q
Q3 2025
Unity's Strategic Pivot Shows Promise Despite Short-Term Revenue Pressure
Unity Software demonstrated resilience in Q3 2025 despite ongoing market challenges, with revenue reaching $512.4M (+12% YoY). The company's strategic shift toward enterprise solutions and AI capabili...
10-Q
Q2 2024
Unity's Runtime Fee Pivot Drives Growth but Sparks Developer Backlash and Uncertainty
Unity's Q2 2024 revealed significant strategic shifts with the controversial introduction of runtime fees, fundamentally altering its monetization model. Revenue grew 69% YoY to $533M, though organic ...
10-Q
Q1 2024
Unity's Strategic Reset: Revenue Growth Masks Deeper Operational Transformation and Margin Challenges
Unity delivered 34% YoY revenue growth to $609M in Q1, but underlying metrics reveal a complex transformation story. The Create segment grew modestly at 9% while Grow surged 68%, driven by mediation a...
10-K
FY 2024
Unity's Pivot to Profitability Succeeds Amid Gaming Slowdown and IronSource Integration
Unity achieved its first full year of GAAP profitability in 2023, marking a significant turnaround with $179.5M in operating income versus a $925.8M loss in 2022. Revenue grew 57% YoY to $2.39B, drive...
10-Q
Q3 2023
Unity's Growth Decelerates Post-ironSource Merger Amid Pricing Model Overhaul
Unity's Q3 2023 results reveal significant challenges in integrating ironSource while navigating a controversial pricing model transition. Revenue grew 69% YoY to $544M, though organic growth excludin...
10-Q
Q2 2023
Unity's Growth Decelerates as Dollar-Based Net Expansion Rate Drops to 106%
Unity's Q2 2023 results reveal significant deceleration in customer expansion metrics, with dollar-based net expansion rate falling to 106% from 121% YoY. The company added 245 $100K+ customers YoY, r...
10-Q
Q1 2023
Unity's Growth Engine Stalls as Dollar-Based Net Expansion Rate Plunges to 107%
Unity's core growth metrics show concerning deceleration, with dollar-based net expansion rate dropping from 135% to 107% YoY. The ironSource merger provided some cushioning but hasn't fully offset we...
10-K
FY 2023
Unity's Pivot to AI and Ads Shows Promise Amid Gaming Market Headwinds
Unity demonstrated resilience in 2023 with revenue growing 57% YoY to $2.2B, driven by strategic shifts into AI and advertising technology. The IronSource merger significantly expanded their advertisi...
10-Q
Q3 2022
Unity's Growth Engine Stalls as Operate Solutions Weakness Drives Net Expansion Decline
Unity's dollar-based net expansion rate plummeted to 111% from 142% YoY, revealing significant challenges in its Operate Solutions segment. Despite maintaining 1,075 customers contributing >$100K annu...