91332UAB7 Filings — Unity Software Inc. - FilingSpy
91332UAB7
Unity Software Inc.
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A platform for building and running real-time 2D and 3D games and interactive experiences across mobile, PC, console, and XR. Its Create Solutions tools serve game makers and non-gaming industries like automotive, retail, and healthcare, while its Grow Solutions handle ads and user acquisition through products like the Unity Ad Network and Supersonic. Founded in 2004 in Copenhagen by three developers, Unity grew into one of the world's largest platforms for real-time 3D creation.
Unity grants CEO Matthew Bromberg 880,000 performance-based PPSUs with stock price hurdles.
The PPSUs have a five-year performance period ending August 17, 2031, with three vesting tranches requiring continued service and stock price hurdles of $50, $60, and $75 per share.
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On August 17, 2026, Unity's Compensation Committee approved a special award of 880,000 performance-based, price-vesting restricted stock units (PPSUs) to CEO Matthew Bromberg.
The award is intended to support leadership retention and align CEO interests with long-term stockholder value creation, as stated in the filing.
Unvested PPSUs are generally forfeited upon termination, with limited exceptions for involuntary termination without cause, resignation for Good Reason, death or disability, and change in control scenarios.
The award is a one-time, supplemental performance award additive to the annual equity program and is entirely at risk.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Unity Software stockholders elect three Class III directors and approve EY ratification and say-on-pay at 2026 annual meeting.
Director vote results: Bromberg received 248,442,917 for; Smith received 202,124,544 for; Whitehurst received 243,929,870 for; each had 51,955,631 broker non-votes.
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At the May 13, 2026 Annual Meeting, stockholders elected Matthew Bromberg, Keisha Smith, and James M. Whitehurst as Class III directors to serve until the 2029 annual meeting.
Stockholders ratified Ernst & Young LLP as independent registered public accounting firm for fiscal year ending December 31, 2026, with 304,407,827 for, 2,109,609 against, and 298,205 abstentions.
The non-binding advisory vote on named executive officer compensation passed with 183,882,508 for, 70,752,761 against, 224,741 abstentions, and 51,955,631 broker non-votes.
The report was filed under Item 5.07 to disclose the final voting results of the matters submitted to stockholders at the annual meeting.
5.07 Submission of Matters to a Vote of Security Holders
Unity reports Q1 2026 revenue of $508M, up 17% YoY, with GAAP net loss of $347M.
Total revenue for Q1 2026 was $508 million, up 17% year-over-year from $435 million in Q1 2025.
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Strategic revenue grew 35% year-over-year to $432 million, with Strategic Grow revenue up 49% to $279 million and Strategic Create revenue up 15% to $154 million.
GAAP net loss was $347 million, including $279 million of impairment charges related to the sunset of the ironSource Ads Network and planned divestiture of Supersonic.
Adjusted EBITDA was $138 million with a 27% margin, up from $84 million and 19% margin in Q1 2025.
For Q2 2026, Unity guides total revenue of $505-$515 million, strategic revenue of $455-$465 million, and adjusted EBITDA of $130-$135 million.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits