Unity Software Inc. (NYSE:U) Q2 2022 Results Conference Call August 9, 2022 5:00 PM ET Company Participants Richard Davis - IR John Riccitiello - CEO Luis Visoso - CFO Marc Whitten - Create Solutions Leader Ingrid Lestiyo - Operate Solutions Leader Conference Call Participants Stephen Ju - Credit Suisse Kash Rangan - Goldman Sachs Clark Lampen - BTIG Matt Cost - Morgan Stanley Jason Bazinet - Citi Dylan Becker - William Blair Richard Davis [Call Started Abruptly] I’d like to remind participants that during ...

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, 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 o ...

iS ironSource Q1 2022 Financial Results May 12, 2022 10 ® Lear 7 diren $ 19,394 $ 3,748 + $ 98,394 1 $ 2,394 + 8 × Total revenue: $ 1,515,049 0 @ Jun 26, 2020 - Jun 28, 2008 $528K x R C 119,954 *2,4804 9.95% 20:5M $502K 12.5K Reals 8-8,001 129,658 2.60% 24,884 a 8.91% � 日 Disclaimer Key Performance Metrics and Non-GAAP Financial Measures ironSource monitors the key business metrics set forth in this presentation to help evaluate the business and growth trends, establish budgets, measure the effectiveness of ...

IronSource Limited (IS) Q1 2022 Earnings Conference Call May 12, 2022 8:30 AM ET Company Participants Tomer Bar-Zeev – Chief Executive Officer Arnon Harish – President Assaf Ben Ami – Chief Financial Officer Daniel Amir – Vice President and Head of Investor Relations Omer Kaplan – Chief Revenue Officer Conference Call Participants Stephen Ju – Credit Suisse Matthew Cost – Morgan Stanley Tim Nollen – Macquarie Jason Bazinet – Citi Bernie McTernan – Needham & Company Colin Sebastian – Baird Operator Hello, ev ...

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, 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 ...

☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☐ 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 ...

Financial Data and Key Metrics Changes - The company reported total revenue of $553 million for the fiscal year 2021, representing a 67% year-over-year increase, and adjusted EBITDA of $194 million, up 87% year-over-year [12][49][54] - For Q4 2021, total revenue was $158 million, a 46% increase year-over-year, with adjusted EBITDA of $57 million, reflecting a 76% year-over-year growth [14][45][53] - The adjusted EBITDA margin for Q4 was 36%, while the full year EBITDA margin was 35%, exceeding initial projections [20][54] Business Line Data and Key Metrics Changes - Sonic generated 88% of total revenue, while Aura contributed 12% [50] - The number of large customers (those generating over $100,000 in the trailing 12 months) grew to 358 in Q4 2021, up from 291 in Q4 2020, marking a 23% increase [50] - The dollar-based net expansion rate for Q4 was 154%, indicating strong customer retention and growth [16][52] Market Data and Key Metrics Changes - The company integrated its solutions into over 1.1 billion devices globally, providing significant device-level data [25][66] - The company anticipates expanding its total addressable market (TAM) to $50 billion, up from a previously discussed $41 billion, due to recent acquisitions [35] Company Strategy and Development Direction - The company aims to maintain its leadership in the App Economy by focusing on innovation, strategic M&A, and expanding its product offerings [34][36] - The land and expand strategy is central to the company's approach, with over 70% of large customers using multiple solutions [22][23] - The company plans to continue enhancing its platform through technological innovation and strategic acquisitions [34][100] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to adapt to industry changes, particularly regarding IDFA, positioning itself as a net beneficiary of these changes [64][66] - The company sees significant growth opportunities in app categories beyond gaming, with expectations of increased ad revenue in these sectors [41][78] - Management highlighted the importance of partnerships with telecom operators and the ongoing success of the Aura solution suite [32][42] Other Important Information - The company completed four acquisitions in 2021, which are expected to enhance its product offerings and market position [29] - The company maintains a strong cash position of $782 million at year-end [54] Q&A Session All Questions and Answers Question: Impact of IDFA on Business - Management noted that the company was well-prepared for IDFA changes and has benefited from them, establishing a strong market position [64][66] Question: Consolidation in Gaming Ecosystem - Management believes that consolidation will strengthen their market position as game developers focus on creating quality games [70][72] Question: Growth Beyond Gaming Vertical - Management indicated that while gaming leads the way, there is significant potential for growth in other app categories, with a focus on monetization tools relevant to these sectors [78][80] Question: Features Added to Aura - Management discussed the unique solutions provided to telecom operators through Aura, which enhance user engagement and digital transformation [116][118]

iS ironSource Q4 2021 Financial Results February 16, 2022 10 ts Lear 7 diren $ 3,748 + $ 19,394 $ 98,394 1 $ 2,394 + 8 × Total revenue: $ 1,515,049 0 @ Jun 26, 2020 - Jun 28, 2008 $528K x R C 119,954 *2,4804 9.95% 20:5M $502K 12.5K Reals 129,658 2.60% 8-8,501 24,884 a 8.97% � Disclaimer Key Performance Metrics and Non-GAAP Financial Measures ironSource monitors the key business metrics set forth in this presentation to help evaluate the business and growth trends, establish budgets, measure the effectivenes ...

ironSource Ltd. (IS) Q3 2021 Earnings Conference Call November 10, 2021 8:30 AM ET Company Participants Daniel Amir – Head-Investor Relations Tomer Bar Zeev – Chief Executive Officer Omer Kaplan – Chief Revenue Officer Arnon Harish – President Assaf Ben-Ami – Chief Financial Officer Conference Call Participants Colin Sebastian – Baird Bernie Mcternan – Needham & Company Clark Lampen – BTIG Mike Ng – Goldman Sachs Jason Bazinet – Citi Bhavan Suri – William Blair Tim Nollen – Macquarie Brent Thill – Jefferies ...

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, 2021 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 ...