Unity Software Inc. (U)

From the record

Unity Software Inc.'s filings since 2020 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Unity Software Inc.'s 8 filed years say what it did: revenue went from $381 million in fiscal 2018 to $1.8 billion in fiscal 2025, up 25.3% a year; it rose in 6 of 7 years; the deepest fall was 17% from fiscal 2023 to fiscal 2024; net income was positive in 0 of 8 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Unity Software Inc.'s diluted share count grew about 10.7% a year, and dividends and buybacks returned about 26% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 50 sales (16 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Unity Software Inc. lost about 12 cents for every dollar of shareholders' money, and gross profitability: its products earned about 20 cents per dollar of everything the company owns. Leverage: it owed about 53 cents per dollar of assets, and net share issuance: its share count grew 6.3% over the year (the filed statements).

From the record

Unity Software Inc.'s standing among 218 graded names in its industry family: revenue of $1.8 billion in fiscal 2025 ranks in the top 18% by size; a net margin of -21.8% ranks in the bottom 30%; revenue growth of 10% a year over the last 3 filed years ranks in the bottom 44% (its annual reports).

From the record

Unity Software Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Bromberg, Matthew S (President and CEO, as filed), filing under that title since 2024-05-16, 2.5 years (bottom 32% of its family); most of the 17 officers and directors filing now have filed since the record of its people begins (2022-11-07), a floor of 4 years the record cannot see past, so that part is not read; 15 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (bottom 15%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Unity Software Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $2.1 billion against no long-term debt tagged leaves 30.2% of its assets as net cash, top 23% of its family; cash from operations less capital spending is 21.8% of revenue (top 32%); a gross margin of 74.2% (top 40%); research spending of 50.3% of revenue (top 11%) (its annual report).

From the record

Unity Software Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 10% a year over the last three filed years against 25.3% over all 8, slowing (bottom 25% of its family); the newest year grew 2% (bottom 22%); research spending grew -1.1% a year (bottom 29%); capital spending grew -30.7% a year (bottom 16%) (its annual reports). Unity Software Inc. reported 2 product lines in fiscal 2025: Grow Solutions at $1.2 billion (66%), Create Solutions at $621 million (34%); 2 of 2 grew against the year before (its annual report).

From the record

Unity Software Inc.'s newest year against its own record: revenue of $1.8 billion in fiscal 2025 came in 10.6% below the $2.1 billion its prior three years' pace pointed to (bottom 15% of its family); net income of $403 million against a prior three-year average of $802 million (top 46%); a net margin of -21.8% against -46.8% before (top 23%) (its annual reports).