Unity Software, Inc. is the world's leading platform for creating and operating real-time 3D (RT3D) content. Creators, ranging from game developers to artists, architects, automotive designers, filmmakers, and others, use Unity to make their imaginations come to life. Unity's platform provides a comprehensive set of software solutions to create, run and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The company's 1,800+ person research and development team keeps Unity at the forefront of development by working alongside partners to ensure optimized support for the latest releases and platforms. Apps developed by Unity creators were downloaded more than five billion times per month in 2020.
Company profile
Ticker
U
Exchange
Website
CEO
John Riccitiello
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Microsoft • Oracle • Mobileye Global • Gen Digital • BlackBerry • Activision Blizzard • Vmware • Adobe • Ceridian HCM Holding • McAfee ...
SEC CIK
Corporate docs
Subsidiaries
Unity Technologies ApS ...
IRS number
270334803
U stock data
Analyst ratings and price targets
Current price
Average target
$39.20
Low target
$19.00
High target
$71.00
Barclays
Maintains
$33.00
Jefferies
Downgraded
$19.00
Stifel
Maintains
$40.00
Credit Suisse
Maintains
$71.00
Piper Sandler
Maintains
$33.00
Latest filings (excl ownership)
8-K
Other Events
6 Dec 22
8-K
Departure of Directors or Certain Officers
2 Dec 22
424B7
Prospectus with selling stockholder info
1 Dec 22
8-K
Departure of Directors or Certain Officers
21 Nov 22
10-Q
2022 Q3
Quarterly report
9 Nov 22
8-K
Unity Announces Third Quarter 2022 Financial Results
9 Nov 22
8-K
Entry into a Material Definitive Agreement
8 Nov 22
8-K
Unity Completes Merger with ironSource
7 Nov 22
S-8
Registration of securities for employees
7 Nov 22
S-4MEF
Addition of securities to prior registration
4 Nov 22
Transcripts
U
Earnings call transcript
2022 Q3
10 Nov 22
U
Earnings call transcript
2022 Q2
10 Aug 22
U
Earnings call transcript
2022 Q1
11 May 22
U
Earnings call transcript
2021 Q4
4 Feb 22
U
Earnings call transcript
2021 Q3
10 Nov 21
U
Earnings call transcript
2021 Q2
11 Aug 21
U
Earnings call transcript
2021 Q1
12 May 21
U
Earnings call transcript
2020 Q4
5 Feb 21
U
Earnings call transcript
2020 Q3
16 Nov 20
Latest ownership filings
Financial summary
Quarter (USD) | Sep 22 | Jun 22 | Mar 22 | Dec 21 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 21 | Dec 20 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.25 bn | 1.25 bn | 1.25 bn | 1.25 bn | 1.25 bn | 1.25 bn |
Cash burn (monthly) | (no burn) | (no burn) | 79.88 mm | 63.18 mm | 22.93 mm | 4.16 mm |
Cash used (since last report) | n/a | n/a | 337.30 mm | 266.80 mm | 96.84 mm | 17.55 mm |
Cash remaining | n/a | n/a | 912.79 mm | 983.29 mm | 1.15 bn | 1.23 bn |
Runway (months of cash) | n/a | n/a | 11.4 | 15.6 | 50.3 | 296.5 |
Institutional ownership, Q3 2022
55.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 453 |
Opened positions | 67 |
Closed positions | 94 |
Increased positions | 182 |
Reduced positions | 114 |
13F shares | Current |
---|---|
Total value | 6.89 bn |
Total shares | 224.74 mm |
Total puts | 7.56 mm |
Total calls | 8.97 mm |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
Silver Lake Group, L.L.C. | 34.98 mm | $114.60 mm |
SC Us (TTGP) | 27.55 mm | $877.83 mm |
Resolute Advisors | 21.56 mm | $686.85 mm |
Vanguard | 19.02 mm | $606.05 mm |
ARK Investment Management | 11.26 mm | $358.84 mm |
BLK Blackrock | 11.13 mm | $354.52 mm |
SC Xii Management | 10.88 mm | $346.72 mm |
MS Morgan Stanley | 7.94 mm | $252.91 mm |
CMTDF Sumitomo Mitsui Trust | 7.08 mm | $225.68 mm |
Nikko Asset Management Americas | 6.59 mm | $211.63 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
17 Jan 23 | Carpenter Carol W. | Common Stock | Sell | Dispose S | No | Yes | 32.03 | 797 | 25.53 k | 432,976 |
5 Jan 23 | Clive Downie | Common Stock | Other | Dispose J | No | No | 0 | 30,000 | 0.00 | 236,821 |
27 Dec 22 | Michelle K. Lee | Common Stock | Gift | Acquire G | Yes | No | 0 | 708 | 0.00 | 708 |
27 Dec 22 | Michelle K. Lee | Common Stock | Gift | Dispose G | No | No | 0 | 708 | 0.00 | 10,221 |
23 Dec 22 | John S. Riccitiello | Common Stock | Option exercise | Acquire M | No | No | 4.03 | 91,805 | 369.97 k | 3,248,803 |
23 Dec 22 | John S. Riccitiello | Stock Option Common Stock | Option exercise | Dispose M | No | No | 4.03 | 91,805 | 369.97 k | 3,698,196 |
20 Dec 22 | Clive Downie | Common Stock | Option exercise | Acquire M | No | No | 1.425 | 70,000 | 99.75 k | 266,821 |
20 Dec 22 | Clive Downie | Stock Option Common Stock | Option exercise | Dispose M | No | No | 1.425 | 70,000 | 99.75 k | 338,983 |
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Press releases
Unity Announces Fourth Quarter and Fiscal Year 2022 Financial Results Webcast
11 Jan 23
CapitalGainsReport Sector Spotlight: Augmented Reality Stocks (U, EPAZ, NEXCF, VUZI)
21 Dec 22
UNITY SOFTWARE, INC. (NYSE:U) INVESTIGATION ALERT: Bernstein Liebhard is Investigating Unity Software, Inc.
8 Dec 22
UNITY SOFTWARE, INC. (NYSE: U) INVESTIGATION ALERT: Bernstein Liebhard is Investigating Unity Software, Inc.
6 Dec 22
Witnessed by Coordinating Minister for Maritime Affairs & Investment, Luhut Binsar Panjaitan, and Minister of Investment, Bahlil Lahadalia, WIR Group Signed Memorandum of Understanding with Unity for Co-Development of Nusameta
5 Dec 22