Highest-materiality recent filing
Unity Q1 revenue $508M (+17% YoY); guides Q2 strategic revenue up ~30%
Total revenue $508M (+17% YoY); Strategic revenue $432M (+35%).
Unity Q1 prelim revenue $505-508M vs $480-490M guide; exiting ironSource Ads, divesting Supersonic
Revenue $505-508M above guidance $480-490M; Adj. EBITDA $130-135M vs $105-110M guide.
Unity Q4 2025 revenue $503M (+10% YoY); adj. EPS $0.24, beats high-end guidance
Q4 revenue $503M vs $457M YoY; Create $165M (+8%), Grow $338M (+11%).
Unity beats Q3 expectations: rev $471M (+5%), adj EBITDA $109M (23% margin)
Revenue $471M (+5% YoY); Create Solutions $152M, Grow Solutions $318M (+6% YoY).
Unity Q2 2025 revenue $441M beats high-end guidance; Adj. EBITDA $90M
Revenue $441M (-2% YoY); GAAP net loss $107M ($0.26 loss per share).
Unity Q1 revenue down 6% YoY to $435M; net loss narrows to $78M
Revenue $435M (-6% YoY); Create Solutions $150M (-8%), Grow Solutions $285M (-4%).
Unity awards performance-based RSUs to four execs; targets tied to revenue and adjusted EBITDA
Target PSUs: Bromberg 106,609, Yahes 43,421, Blum 75,000, Gupta 50,000.
Unity closes $690M 0% convertible notes due 2030, repurchases $644M of 2026 notes
Issued $690M aggregate of 0% Convertible Senior Notes due 2030; initial conversion price $36.15 (32.5% premium).
Unity Q4 strategic revenue $442M (+4% YoY); adj. EBITDA $106M beats expectations
Q4 revenue $457M (strategic portfolio $442M, +4% YoY); GAAP net loss $123M.
Unity appoints Jarrod Yahes as CFO; Q3 letter cites strategic pivot but lacks financial figures
Jarrod Yahes appointed Unity CFO effective Jan 1, 2025; previously CFO of Shutterstock.
Base salary increased to $470,000 effective Aug 9, 2024, from a prior lower amount.
Unity CFO Luis Visoso departs; Chief Accounting Officer Mark Barrysmith named interim CFO
Luis Visoso and Unity agreed to mutual separation effective Aug 9, 2024; departure not related to any disagreement on financial operations.
Unity CPTO Marc Whitten resigns effective June 1; stays as Strategic Advisor through Dec 31, 2024
Marc Whitten resigns as Chief Product and Technology Officer (Create) effective June 1, 2024; will serve as Strategic Advisor until Dec 31, 2024.
Unity appoints Matthew Bromberg as CEO; Jim Whitehurst becomes Executive Chairman
Matthew Bromberg named CEO and President effective May 15, 2024; replaces interim CEO Jim Whitehurst.
Unity Software repurchases $479.8M of 0% convertible notes for $415M cash
Repurchased approximately $479.8M aggregate principal of 0% Convertible Senior Notes due 2026 for $415M cash.
Unity updates cost estimates: $15.6M office closure impairment, $195M employee separation costs
Office Closures: $15.6M impairment charge on operating lease assets in Q4 2023; immaterial further charges in Q1/Q2 2024.
Unity Q4 2023 earnings released; results not provided in extracted filing
Shareholder letter issued on Feb 26, 2024 covering Q4 ended Dec 31, 2023.
On March 28, 2025, Michelle K. Lee and David Kostman each notified Unity Software Inc. (“ Unity ”) of their intent to resign from the Board of Directors (the “ Board” ), each effective June 9, 2025.
On March 28, 2025, Michelle K. Lee and David Kostman each notified Unity Software Inc. (“ Unity ”) of their intent to resign from the Board of Directors (the “ Board” ), each effective June 9, 2025.
On November 7, 2024, Unity announced that Jarrod Yahes, age 49, has been appointed to serve as the Company’s Senior Vice President and Chief Financial Officer, effective January 1, 2025 (the “ Start Date ”).
On November 7, 2024, the Company announced that Mark Barrysmith, Senior Vice President and Chief Accounting Officer and Interim Chief Financial Officer, would no longer serve as the Interim Chief Financial Officer as of January 1, 2025, but will continue in his role as Senior Vice President and Chief Accounting Officer and will continue as the Principal Accounting Officer.
On October 28, 2024, Unity Software Inc. (the “ Company ” or “ Unity ”) appointed Alex Blum, its Senior Vice President, Corporate Development as its Chief Operating Officer, effective as of November 1, 2024 (the “ Role Change Date ”).
In connection with Mr. Visoso’s departure, the Company appointed Mark Barrysmith, its Chief Accounting Officer, to the position of Senior Vice President and Interim Chief Financial Officer, to be effective as of the Transition Date.
On August 5, 2024, Unity Software Inc. (the “ Company ”) and Luis Visoso, the Company’s Executive Vice President and Chief Financial Officer, agreed to enter into a mutual separation agreement (the “ Mutual Separation Agreement ”), effective August 9, 2024 (the “ Transition Date ”).
Carol Carpenter will resign as the Company’s Senior Vice President and Chief Marketing Officer, effective as of June 30, 2024.
On May 13, 2024, Unity Software Inc. (the “ Company ”) announced that Marc Whitten will resign as the Company’s Chief Product and Technology Officer, Create, effective as of June 1, 2024
Max materiality 0.80 · Median 0.60 · Most common event leadership