secwatch.observer — SEC 8-K summary
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Issuer:     Unity Software Inc. (U)
CIK:        0001810806
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001810806-26-000010
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Unity Q4 2025 revenue $503M (+10% YoY); adj. EPS $0.24, beats high-end guidance
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- Q4 revenue $503M vs $457M YoY; Create $165M (+8%), Grow $338M (+11%).
- GAAP net loss $89M (-$0.21 EPS); adjusted EBITDA $125M (25% margin).
- Adjusted EPS $0.24; free cash flow $119M.
- Vector (56% of Grow) had 3rd consecutive quarter of mid-teen sequential growth.
- IronSource Ad Network declined to 11% of Grow revenue.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1810806/000181080626000010/0001810806-26-000010-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1810806/000181080626000010/unity-20260211.htm
  HTML page:      https://secwatch.observer/filing/0001810806-26-000010

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer