U 8-K: SEC filing

Unity Software

Filed with the SEC on · accession 0001810806-26-000053

U filed a 8-K (current report) with the SEC on Nov 5, 2026. Unity Software reported Q3 2026 financial results with total revenue of $622 million (up 32% YoY) and its first GAAP profitable quarter since IPO, with GAAP net income of $122 million and adjusted EBITDA of $257 million. The stock moved +14.9% by the first close after the filing.

Summary of the filing

Unity Software reported Q3 2026 financial results with total revenue of $622 million (up 32% YoY) and its first GAAP profitable quarter since IPO, with GAAP net income of $122 million and adjusted EBITDA of $257 million. The company issued Q4 2026 guidance for strategic revenue of $683-691 million and adjusted EBITDA of $290-295 million.

Key details

Q3 2026 total revenue$622.1M
Q3 2026 GAAP net income$122.0M
Q3 2026 adjusted EBITDA$257.0M
Q3 2026 free cash flow$220.0M
Q4 2026 strategic revenue guidance low end$683.0M
Q4 2026 strategic revenue guidance high end$691.0M
Q4 2026 adjusted EBITDA guidance low end$290.0M
Q4 2026 adjusted EBITDA guidance high end$295.0M
IssuerUnity Software Inc.
President and ceoMatt Bromberg

How U stock reacted

Close before

$42.46

Nov 4, 2026

First close after

+14.93%

$48.80

5 trading days

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Since filing

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Frequently asked questions

What did U file with the SEC on Nov 5, 2026?

U filed a 8-K (SEC filing). Unity Software reported Q3 2026 financial results with total revenue of $622 million (up 32% YoY) and its first GAAP profitable quarter since IPO, with GAAP net income of $122 million and adjusted EBITDA of $257 million. The company issued Q4 2026 guidance for strategic revenue of $683-691 million and adjusted EBITDA of $290-295 million.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

How did U stock react to this filing?

U closed at $42.46 before the filing and $48.80 on Nov 5, 2026 (+14.93%).

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