secwatch.observer — SEC 8-K summary
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Issuer:     Unity Software Inc. (U)
CIK:        0001810806
Form:       8-K
Filed at:   2026-08-06T11:03:28+00:00
Accession:  0001810806-26-000041
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Unity Q2 revenue $546.5M (+24% YoY); Q3 guidance strong; Supersonic sold
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- Total revenue $546.5M, up 24% YoY; Strategic revenue $486.4M, up 38% YoY.
- Strategic Grow revenue $329.0M (+63% YoY); Strategic Create revenue $157.5M (+5% YoY, +14% ex one-time item).
- Q3 2026 guidance: Strategic revenue $540-550M (up 44-47% YoY); Adjusted EBITDA $185-190M (up 69-74% YoY).
- Supersonic business sold on August 4, 2026; Q3 Non-Strategic revenue guidance of $20M includes ~1 month of Supersonic.
- CEO Matt Bromberg calls Q2 'the best quarter in Unity's history as a public company.'

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1810806/000181080626000041/0001810806-26-000041-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1810806/000181080626000041/unity-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001810806-26-000041

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