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Unity Software (U)

Company Profile
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
NYSE
Website
www.unity.com
CEO
John Riccitiello
Employees
Incorporated
Delaware
Location
California
Fiscal year end
Dec 31
Sector
Information > Software Publishers
Industry (SIC)
Services - Prepackaged Software
Microsoft • Oracle • Mobileye Global • Gen Digital • BlackBerry • Activision Blizzard • Vmware • Adobe • Ceridian HCM Holding • McAfee ...
SEC CIK
0001810806
Corporate docs
Articles of Incorporation & Bylaws
Underwriting Agreements
Plans of Reorganization
Indentures
Material Contracts & Credit Agreements
Subsidiaries Lists
Subsidiaries
Unity Technologies ApS ...
IRS number
270334803

U stock data

Analyst ratings and price targets

Last 3 months
Current price
Average target
$39.20
Low target
$19.00
High target
$71.00
Barclays
Maintains
Equal-Weight
$33.00
25 Jan 23
Jefferies
Downgraded
Underperform
$19.00
12 Jan 23
Stifel
Maintains
Buy
$40.00
17 Nov 22
Credit Suisse
Maintains
Outperform
$71.00
10 Nov 22
Piper Sandler
Maintains
Overweight
$33.00
10 Nov 22
Latest filings (excl ownership)
View all
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
View all
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
View all
5
Michelle K. Lee
25 Jan 23
4
Carol W. Carpenter
17 Jan 23
4
Clive Downie
6 Jan 23
4
JOHN S. RICCITIELLO
23 Dec 22
4
Clive Downie
22 Dec 22
4
Carol W. Carpenter
16 Dec 22
3
Mark Barrysmith
6 Dec 22
4
Tomer Bar-Zeev
2 Dec 22
4
Ingrid Lestiyo
30 Nov 22
4
Clive Downie
30 Nov 22

Financial summary

Financial statements Chart U financial data
Quarter (USD) Sep 22 Jun 22 Mar 22 Dec 21
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

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2022

U institutional ownership history Ownership history
55.8% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 453 480 -5.6%
Opened positions 67 80 -16.3%
Closed positions 94 159 -40.9%
Increased positions 182 224 -18.8%
Reduced positions 114 98 +16.3%
13F shares Current Prev Q Change
Total value 6.89 bn 10.27 bn -33.0%
Total shares 224.74 mm 229.59 mm -2.1%
Total puts 7.56 mm 6.19 mm +22.0%
Total calls 8.97 mm 9.16 mm -2.1%
Total put/call ratio 0.8 0.7 +24.6%
Largest owners Shares Value Change
Silver Lake Group, L.L.C. 34.98 mm $114.60 mm 0.0%
SC Us (TTGP) 27.55 mm $877.83 mm 0.0%
Resolute Advisors 21.56 mm $686.85 mm -0.9%
Vanguard 19.02 mm $606.05 mm +3.0%
ARK Investment Management 11.26 mm $358.84 mm +22.7%
BLK Blackrock 11.13 mm $354.52 mm +2.3%
SC Xii Management 10.88 mm $346.72 mm 0.0%
MS Morgan Stanley 7.94 mm $252.91 mm -59.3%
CMTDF Sumitomo Mitsui Trust 7.08 mm $225.68 mm +8.5%
Nikko Asset Management Americas 6.59 mm $211.63 mm +9.2%
Largest transactions Shares Bought/sold Change
MS Morgan Stanley 7.94 mm -11.56 mm -59.3%
STT State Street 0.00 -3.96 mm EXIT
Voya Investment Management 3.88 mm +3.81 mm +5563.2%
ARK Investment Management 11.26 mm +2.09 mm +22.7%
Two Sigma Investments 1.88 mm +1.51 mm +403.3%
GS Goldman Sachs 3.64 mm +1.23 mm +51.0%
Alyeska Investment 1.08 mm +1.08 mm NEW
Two Sigma Advisers 1.15 mm +987.90 k +606.1%
FMR 76.37 k -757.18 k -90.8%
BNP Paribas Arbitrage 720.55 k +720.55 k NEW
Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

U insider ownership history Insider history
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
Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro
Meta Platforms, Pinterest, W.W. Grainger And Other Big Stocks Moving Higher On Thursday
2 Feb 23
U.S. stocks traded mixed, with the Nasdaq Composite gaining over 300 points on Thursday. Here are some big stocks recording gains in today’s session.
These '20 Stocks To Watch' Moved On Last Fed Rate Hike: How Will They React Today?
1 Feb 23
The Federal Reserve's interest rate hike announcements have the potential to cause significant volatility in the stock market.
10 Information Technology Stocks Whale Activity In Today's Session
31 Jan 23
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Why Grom Social Enterprises Shares Are Trading Lower By 30%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
25 Jan 23
Barclays Maintains Equal-Weight on Unity Software, Raises Price Target to $33
25 Jan 23

Press releases

From Benzinga Pro
Unity Announces Fourth Quarter and Fiscal Year 2022 Financial Results Webcast
11 Jan 23
Unity (NYSE:U) announced today it will release fourth quarter and fiscal year 2022 financial results after the market close on Wednesday, February 22, 2023, with a webcast to follow at 2 p.m. PT/5 p.m. ET. The webcast
CapitalGainsReport Sector Spotlight: Augmented Reality Stocks (U, EPAZ, NEXCF, VUZI)
21 Dec 22
Augmented reality (AR) is a technology that aims to improve our interaction with the natural world. The interactive experience uses computer-generated information to enrich what we perceive in the natural world. The AR
UNITY SOFTWARE, INC. (NYSE:U) INVESTIGATION ALERT: Bernstein Liebhard is Investigating Unity Software, Inc.
8 Dec 22
Do you hold Unity Software common stock? If so, please visit Unity Software, Inc. Shareholder Investigation or contact Peter Allocco at (212) 951-2030 or pallocco@bernlieb.com to discuss your rights.NEW YORK, NY /
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
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