Unity Software Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the Securities and Exchange Commission on November 5, 2026, reporting third-quarter revenue of $622,092 thousand and total assets of $6,964,090 thousand.

Key Highlights

  • Q3 2026 Revenue: The company reported revenue of $622,092 thousand for the three months ended September 30, 2026, compared to $470,615 thousand in the same period of 2025, according to the filing.
  • Nine-Month Revenue: Revenue for the nine months ended September 30, 2026 was $1,676,798 thousand, up from $1,346,559 thousand for the same period in 2025.
  • Cash and Equivalents: Cash and cash equivalents stood at $2,646,439 thousand as of September 30, 2026, compared to $2,055,840 thousand as of December 31, 2025.
  • Accumulated Deficit: The company reported an accumulated deficit of $4,388,696 thousand as of September 30, 2026, compared to $4,138,709 thousand as of December 31, 2025.
  • Total Assets: Total assets were $6,964,090 thousand as of September 30, 2026, up from $6,837,606 thousand at December 31, 2025.
  • Shares Outstanding: As of October 28, 2026, there were 443,828,709 shares of common stock outstanding, the filing disclosed.
  • Convertible Notes: The company carried $557,540 thousand in current portion of convertible notes and $1,680,905 thousand in long-term convertible notes as of September 30, 2026.

Unity Software's Third-Quarter 2026 Financial Position and Operating Results

Unity Software Inc. (NYSE:U) disclosed its unaudited condensed consolidated financial statements for the three and nine months ended September 30, 2026 in its quarterly report. According to the filing, revenue for the third quarter of 2026 reached $622,092 thousand, representing an increase from $470,615 thousand reported in the third quarter of 2025. For the nine-month period, the company reported revenue of $1,676,798 thousand, compared to $1,346,559 thousand in the prior-year nine-month period. Cost of revenue for the third quarter of 2026 was $112,505 thousand, down from $120,332 thousand in the third quarter of 2025.

On the balance sheet, the company reported total assets of $6,964,090 thousand as of September 30, 2026, compared to $6,837,606 thousand as of December 31, 2025. Cash and cash equivalents increased to $2,646,439 thousand from $2,055,840 thousand over the same period. Goodwill was reported at $3,155,607 thousand, while intangible assets, net declined to $86,403 thousand from $650,544 thousand at year-end 2025. Accounts receivable, net rose to $833,522 thousand from $643,611 thousand at December 31, 2025.

Total liabilities were $3,435,613 thousand as of September 30, 2026, compared to $3,341,469 thousand at December 31, 2025. Publisher payables increased to $513,236 thousand from $431,494 thousand. The accumulated deficit grew to $4,388,696 thousand from $4,138,709 thousand at year-end 2025. Total stockholders' equity attributable to Unity Software Inc. was $3,248,856 thousand, compared to $3,237,432 thousand at December 31, 2025. The filing noted that issued and outstanding shares were 443,800 thousand as of September 30, 2026, up from 432,860 thousand at December 31, 2025. The company cautioned that forward-looking statements in the filing are subject to risks and uncertainties and are the company's own projections.

What Was Disclosed

Unity Software Inc. filed a Form 10-Q for the quarter ended September 30, 2026, disclosing unaudited financial statements showing Q3 2026 revenue of $622,092 thousand, total assets of $6,964,090 thousand, and an accumulated deficit of $4,388,696 thousand as of that date.