The most recent trading session ended with Unity Software Inc. (U) standing at $37.05, reflecting a +0.32% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily loss of 0.34%. At the same time, the Dow added 0.03%, and the tech-heavy Nasdaq lost 0.56%.The the stock of company has risen by 17.24% in the past month, leading the Computer and Technology sector's gain of 1.27% and the S&P 500's gain of 2.56%.The investment community will be paying close attention to ...

Financial Data and Key Metrics Changes - Unity Software transitioned from a money-losing to a cash flow positive company within a year, indicating significant improvement in financial health [8] - The company is undergoing a comprehensive assessment of its product portfolio to ensure revenue growth, margin expansion, and sustainable business opportunities [14][15] Business Line Data and Key Metrics Changes - Unity is focusing on narrowing its scope and enhancing operational efficiency, similar to strategies previously employed at Red Hat [20][24] - The integration of the "create" and "grow" solutions is expected to drive developer success and improve overall performance [28][31] Market Data and Key Metrics Changes - Unity holds over 70% market share in the mobile editor segment, providing a strong foundation for growth [31] - The overall market for game development and operation is estimated to be a hundred billion dollar market, with Unity currently holding less than 1% share [52] Company Strategy and Development Direction - The company aims to become the trusted leader for creators, focusing on building a best-in-class platform that supports creators from design to monetization [6][12] - Unity is committed to accelerating growth by focusing on large, growing markets and enhancing technology offerings [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the need for swift decision-making and transparency in operations to rebuild trust with game developers [35][40] - The company is optimistic about future growth, emphasizing the importance of focused execution and the potential for improved performance in 2024 [80][81] Other Important Information - Unity has decided not to provide guidance for the year to avoid any incentives for delaying necessary business changes [39][84] - The company is planning to make changes to its product portfolio in Q4, with full implementation expected by the end of Q1 [15] Q&A Session Summary Question: How is Unity addressing operational efficiency? - Unity is focusing on narrowing its scope and enhancing execution to drive efficiency, similar to past experiences at Red Hat [20][24] Question: What is the strategy for integrating create and grow solutions? - The integration aims to create a single view of customers and enhance the value delivered throughout the development and monetization lifecycle [28][31] Question: Why was guidance for the year pulled? - The decision was made to ensure swift action on business changes without the temptation to delay for better short-term numbers [39][40] Question: What is the outlook for growth in 2024? - Management is confident that focused execution will lead to improved growth performance in 2024 [80][81] Question: What are the plans for cost structure optimization? - Unity is evaluating its product portfolio and looking for synergies across teams to drive efficiencies [76][77]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-39497 UNITY SOFTWARE INC. (Exact name of registrant as specified in its charter) Delaware 27-0334803 (State ...

Unity Software Inc. (NYSE:U) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Richard Davis - Investor Relations John Riccitiello - Chief Executive Officer, President and Chairman Luis Visoso - Chief Financial Officer Conference Call Participants Clark Lampen - BTIG Brian Fitzgerald - Wells Fargo Securities Dylan Becker - William Blair Brent Bracelin - Piper Sandler Gili Naftalovich - Goldman Sachs Matt Cost - Morgan Stanely Richard Davis Welcome to the Unity's Second Quarter ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-39497 30 3rd Street San Francisco, California 94103‑3104 (Address, including zip code, of principal executive of ...

Unity Software Inc. (NYSE:U) Q1 2023 Earnings Conference Call May 10, 2023 5:00 PM ET Company Participants Richard Davis - Investor Relations John Riccitiello - Chairman, President and CEO Luis Visoso - Chief Financial Officer Conference Call Participants Matt Cost - Morgan Stanley Clark Lampen - BTIG Dylan Becker - William Blair Gili Naftalovich - Goldman Sachs Stephen Ju - Credit Suisse Bernie McTernan - Needham & Company Parker Lane - Stifel Financial Corp. Operator Welcome to Unity’s First Quarter 2023 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-39497 UNITY SOFTWARE INC. (Exact name of registrant as specified in its charter) Delaware 27-0334803 (State or ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-39497 UNITY SOFTWARE INC. (Exact name of registrant as specified in its charter) Delaware 27-0334803 (State or other ...

Unity Software Inc. (NYSE:U) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ET Company Participants Richard Davis – Investor Relations Luis Visoso – Chief Financial Officer John Riccitiello – Chief Executive Officer Conference Call Participants Matt Cost – Morgan Stanley Jason Bazinet – Citi Brent Bracelin – Piper Dylan Becker – William Blair Arsenije Matovic – Wolfe Mario Lu – Barclays Stephen Ju – Credit Suisse Tim Nollen – Macquarie Group Richard Davis Welcome to Unity's Fourth Quarter 2022 E ...

Unity Software Inc. (NYSE:U) Q3 2022 Earnings Conference Call November 9, 2022 6:00 PM ET Company Participants Richard Davis - Investor Relations John Riccitiello - Chief Executive Officer, President & Chairman Luis Visoso - Chief Financial Officer Conference Call Participants Tim Nollen - Macquarie Clark Lampen - BTIG Brent Bracelin - Piper Sandler Dylan Becker - William Blair Stephen Ju - Credit Suisse Gal Munda - Berenberg Richard Davis Thank you, and welcome to Unity's Third Quarter 2022 Earnings Call. ...