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 • Activision Blizzard • BlackBerry • Vmware • Adobe • Ceridian HCM Holding • McAfee ...
SEC CIK
Corporate docs
Subsidiaries
Unity International Holdings LLC • Unity Technologies ApS ...
IRS number
270334803
U stock data
Analyst ratings and price targets
Latest filings (excl ownership)
S-8
Registration of securities for employees
27 Feb 23
10-K
2022 FY
Annual report
27 Feb 23
8-K
Unity Announces Fourth Quarter and Full Year 2022 Financial Results
22 Feb 23
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
Transcripts
U
Earnings call transcript
2022 Q4
22 Feb 23
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
4
Michelle K. Lee
1 Mar 23
4
Luis Felipe Visoso
1 Mar 23
4
Marc Whitten
1 Mar 23
4
Carol W. Carpenter
1 Mar 23
SC 13D/A
Ante Joachim Christoph
1 Mar 23
SC 13G/A
SC US (TTGP), LTD.
14 Feb 23
SC 13G/A
VANGUARD GROUP INC
9 Feb 23
5
Michelle K. Lee
25 Jan 23
4
Carol W. Carpenter
17 Jan 23
4
Clive Downie
6 Jan 23
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | 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) | 1.51 bn | 1.51 bn | 1.51 bn | 1.51 bn | 1.51 bn | 1.51 bn |
| Cash burn (monthly) | (no burn) | (no burn) | 91.25 mm | 73.88 mm | 16.35 mm | 4.95 mm |
| Cash used (since last report) | n/a | n/a | 245.56 mm | 198.81 mm | 44.01 mm | 13.33 mm |
| Cash remaining | n/a | n/a | 1.26 bn | 1.31 bn | 1.46 bn | 1.49 bn |
| Runway (months of cash) | n/a | n/a | 13.8 | 17.7 | 89.4 | 301.3 |
Institutional ownership, Q4 2022
73.6% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 452 |
| Opened positions | 101 |
| Closed positions | 103 |
| Increased positions | 172 |
| Reduced positions | 109 |
| 13F shares | Current |
|---|---|
| Total value | 7.15 tn |
| Total shares | 275.92 mm |
| Total puts | 7.29 mm |
| Total calls | 11.30 mm |
| Total put/call ratio | 0.6 |
| Largest owners | Shares | Value |
|---|---|---|
| Silver Lake Group, L.L.C. | 34.98 mm | $1.00 tn |
| Vanguard | 28.01 mm | $800.78 bn |
| SC Us (TTGP) | 27.50 mm | $786.23 bn |
| CVC Capital Partners VII | 25.84 mm | $640.33 mm |
| Resolute Advisors | 21.56 mm | $616.39 bn |
| BLK Blackrock | 13.94 mm | $398.68 bn |
| ARK Investment Management | 10.97 mm | $313.70 bn |
| SC Xii Management | 10.88 mm | $311.13 bn |
| Viola Ventures V.C. Management 4 | 8.00 mm | $228.59 bn |
| CMTDF Sumitomo Mitsui Trust | 7.06 mm | $201.75 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 28 Feb 23 | Michelle K. Lee | Common Stock | Sell | Dispose S | Yes | Yes | 29.66 | 178 | 5.28 k | 176 |
| 27 Feb 23 | Luis Felipe Visoso | Common Stock | Sell | Dispose S | No | No | 30.3 | 6,523 | 197.65 k | 732,215 |
| 27 Feb 23 | Marc Whitten | Common Stock | Sell | Dispose S | No | No | 30.27 | 3,889 | 117.72 k | 677,682 |
| 27 Feb 23 | Carpenter Carol W. | Common Stock | Sell | Dispose S | No | No | 30.27 | 32,238 | 975.84 k | 400,738 |
| 17 Jan 23 | Carpenter Carol W. | Common Stock | Sell | Dispose S | No | Yes | 32.03 | 797 | 25.53 k | 432,976 |
News
10 Information Technology Stocks Whale Activity In Today's Session
17 Mar 23
Expert Ratings for Unity Software
27 Feb 23
Citigroup Maintains Buy on Unity Software, Lowers Price Target to $41
27 Feb 23
Cathie Wood Continues To Bulk Up On This Crypto-Linked Stock - Here Are Ark's Other Notable Trades On Friday
25 Feb 23
Why Unity Software Shares Are Trading Lower
24 Feb 23
Press releases
Unity Gaming Report 2023 Highlights the Resilience of the Gaming Industry
14 Mar 23
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Unity Software Inc. - U
13 Mar 23
Unity Issues Statement Regarding the Events Surrounding Silicon Valley Bank
10 Mar 23
Unity Named to Fast Company's Annual List of the World's Most Innovative Companies for 2023
2 Mar 23
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Unity Software Inc. - U
27 Feb 23