The maker of game-development software beats earnings expectations but issues weak guidance for the current quarter. ...

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, 2025 OR 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 jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 116 Ne ...

Exhibit 99.1 Unity Reports Fourth Quarter and Fiscal Year 2025 Financial Results SAN FRANCISCO, February 11, 2026 -- Unity (NYSE: U), the world's leading game engine, today announced financial results for the fourth quarter and fiscal year ended December 31, 2025. "Fourth quarter results once again comfortably exceeded the high-end of our guidance, led by exceptional performance from Vector, which experienced its third consecutive quarter of mid-teen sequential revenue growth, and the best growth we've seen ...

Unity Software Inc. (NYSE:U) will release earnings for its fourth quarter before the opening bell on Wednesday, Feb. 11.Analysts expect the San Francisco, California-based company to report quarterly loss of 21 cents per share. That's up from 30 cents per share in the year-ago period. The consensus estimate for Unity Software's quarterly revenue is $492.82 million (it reported $457.1 million last year), according to Benzinga Pro.On Feb. 10, Unity appointed gaming and technology veteran Bernard Kim as an ind ...

Group 1 - Unity Software Inc. is set to release its fourth-quarter earnings on February 11, with analysts predicting a loss of 21 cents per share, an improvement from a loss of 30 cents per share in the same period last year [1] - The consensus estimate for Unity's quarterly revenue is $492.82 million, up from $457.1 million reported last year [1] - Unity appointed Bernard Kim as an independent director to its Board of Directors, effective May 1 [2] Group 2 - Unity's shares increased by 5.6%, closing at $29.06 on Tuesday [2] - Analysts are providing updated ratings and insights on Unity, accessible through Benzinga's Analyst Stock Ratings page [2]

Samsung sent out invites Tuesday to its next Galaxy Unpacked event, scheduled for February 25 in San Francisco, where the company is expected to launch its Galaxy 26 series of smartphones.AI features will be at the forefront again, as the company said the upcoming phones are “built to simplify everyday interactions, inspire confidence and make Galaxy AI feel seamlessly integrated from the moment it’s in hand.” A standout feature the company has teased is a privacy display expected to debut on the Galaxy S2 ...

Core Insights - Unity Software (U) is expected to report fourth-quarter 2025 results on February 11, 2026, with revenues projected between $480 million and $490 million, reflecting a 7.25% increase year-over-year from the previous quarter's figures [1] - The consensus estimate for earnings is set at 20 cents per share, a significant improvement from a loss of 30 cents in the same quarter last year [2] Revenue and Growth Drivers - Vector AI is emerging as a key growth driver within Unity's Grow segment, enhancing ad targeting and advertiser performance, which is anticipated to support revenue growth in the upcoming quarter [3] - The Create subscription business is showing strong growth, bolstered by increased average revenue per user (ARPU) and rising adoption of Unity 6, particularly in China, while the exit of non-strategic revenue is improving quality and visibility [4] - Unity's cross-platform commerce layer, Unity IAP, is strengthening developer relationships and encouraging reinvestment in user acquisition, which is expected to enhance platform engagement and monetization [5] Cost and Profitability Challenges - Despite positive revenue momentum, Unity faces high operating costs that are pressuring profitability, with operating expenses exceeding gross profit in the prior quarter, leading to significant operating losses [6] - Additional spending related to the Unite conference and sales initiatives is likely to further impact margins and bottom-line performance in the upcoming quarter [6] Earnings Prediction Model - The current model does not predict an earnings beat for Unity Software, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating a neutral outlook [7][8]

Core Insights - The software sector in the US has experienced a significant downturn, with major companies like Microsoft and Oracle seeing substantial stock price declines, leading to a total market cap loss of $1 trillion [1][4] - The release of a new tool by AI startup Anthropic has heightened investor concerns about the potential disruption of the software industry by AI technologies, triggering a wave of selling and short-selling by hedge funds [1][2][5] Market Performance - As of February 5, multiple software stocks have seen declines exceeding 30% year-to-date, with Unity Software down 47.45%, Applovin down 44.31%, and Figma down 40.59% [2][3] - Major players like Microsoft and Oracle have also faced downward pressure, with declines of 18.6% and 29.79% respectively [3] Short-Selling Activity - Hedge funds have aggressively shorted software stocks, with TeraWulf and Asana experiencing the highest short-selling pressures, at over 35% and 25% of their tradable shares respectively [4] - Hedge funds have profited $24 billion from short-selling activities in the software sector amid the $1 trillion market cap loss [4] Industry Outlook - The software industry is expected to undergo significant differentiation, with only a few companies like Microsoft likely to successfully integrate AI and adapt to the ongoing technological shifts [5] - The transition from traditional SaaS platforms to AI-native platforms is seen as a major paradigm shift, with historical precedents indicating that such transformations occur approximately every 10 to 15 years [6] - The first wave of AI-native companies is anticipated to begin their IPO processes later this year, which may pose challenges for traditional software vendors [6]

For years, Unity’s core business model has relied on complexity. Professional game development is complex, requiring coding knowledge (C#) and sophisticated software engines. Unity charges developers licensing fees, often based on the number of seats or the number of developers using the software. The fear driving Friday’s crash is simple: if artificial intelligence (AI) can build a game from a text prompt, the need for complex, expensive engines might disappear.The trigger for the massive sell-off was not ...

Core Insights - AppLovin is a significant player in the mobile technology sector, particularly known for its adtech platform that serves the mobile gaming industry [1] - The company has shifted its focus from game development to adtech, competing with major firms like Unity Software and Take-Two Interactive Software [1] Stock Performance - On January 30, 2026, Evercore ISI maintained a "Buy" rating for AppLovin, despite a previous hold recommendation, with the stock priced at $473.11 [2] - The stock experienced an 11.7% decline following the announcement of Google's Project Genie, which has implications for the gaming sector [2][3] - AppLovin's stock currently stands at $473.11, reflecting a 16.89% decrease or a $96.13 drop [3] Market Context - The fluctuations in AppLovin's stock have been part of a broader downturn in software stocks, influenced by the introduction of AI innovations like Project Genie [3] - The stock has seen a trading range with a low of $463.09 and a high of $563.47, and over the past year, it peaked at $745.61 and reached a low of $200.50 [4] - AppLovin's market capitalization is approximately $160 billion, with a trading volume of 12,068,056 shares on the NASDAQ exchange [4]