unity (nyse: u) 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 is the foundation upon which the world’s most powerful digital content is created. specifically, 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. in the fourth quarter of 2021, unity had, on average, 3.9 billion monthly active end users who consumed content created or operated with its solutions. the applications developed by these creators were downloaded, on average, five billion times per month in 2021. for more information, please visit www.unity.com. download unity: http://unity3d.com/get-unity we're hiring! visit our careers site: https://ca
Company profile
Ticker
U
Exchange
Website
CEO
John Riccitiello
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Gen Digital • Activision Blizzard • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
SEC CIK
Corporate docs
Subsidiaries
ironSource Ltd. • ironSource Mobile Ltd. • Unity International Holdings LLC • Unity Technologies ApS ...
IRS number
270334803
U stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
13 May 24
8-K
Departure of Directors or Certain Officers
13 May 24
10-Q
2024 Q1
Quarterly report
9 May 24
8-K
Results of Operations and Financial Condition
9 May 24
DEFA14A
Additional proxy soliciting materials
1 May 24
8-K
Unity Appoints Matthew Bromberg as New CEO
1 May 24
ARS
2023 FY
Annual report to shareholders
18 Apr 24
DEFA14A
Additional proxy soliciting materials
18 Apr 24
DEF 14A
Definitive proxy
18 Apr 24
8-K
Other Events
4 Mar 24
Transcripts
U
Earnings call transcript
2024 Q1
9 May 24
U
Earnings call transcript
2023 Q4
26 Feb 24
U
Earnings call transcript
2023 Q3
9 Nov 23
U
Earnings call transcript
2023 Q2
2 Aug 23
U
Earnings call transcript
2023 Q2
2 Aug 23
U
Earnings call transcript
2023 Q1
10 May 23
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
Latest ownership filings
4
Change in insider ownership
16 May 24
4
DOUGLAS M LEONE
16 May 24
4
CAPITAL XII A DELAWARE L P SEQUOIA
16 May 24
4
ROELOF BOTHA
16 May 24
4
Matthew S Bromberg
16 May 24
4
James M Whitehurst
16 May 24
3
Matthew S Bromberg
16 May 24
4
Luis Felipe Visoso
2 May 24
4
Carol W. Carpenter
2 May 24
144
Notice of proposed sale of securities
1 May 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 23 | 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) | 1.19 bn | 1.19 bn | 1.19 bn | 1.19 bn | 1.19 bn | 1.19 bn |
Cash burn (monthly) | 136.59 mm | 34.94 mm | 124.98 mm | 79.39 mm | 2.46 mm | (no burn) |
Cash used (since last report) | 216.76 mm | 55.45 mm | 198.33 mm | 125.99 mm | 3.90 mm | n/a |
Cash remaining | 977.74 mm | 1.14 bn | 996.17 mm | 1.07 bn | 1.19 bn | n/a |
Runway (months of cash) | 7.2 | 32.6 | 8.0 | 13.5 | 484.4 | n/a |
Institutional ownership, Q3 2023
6.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 2 |
Opened positions | 0 |
Closed positions | 489 |
Increased positions | 1 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 648.08 mm |
Total shares | 26.09 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
CVC Capital Partners VII | 25.84 mm | $640.33 mm |
Loomis Sayles & Co L P | 246.89 k | $7.75 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
16 May 24 | Roelof Botha | Common Stock | Other | Dispose J | Yes | No | 0 | 2,311 | 0.00 | 3,618,670 |
16 May 24 | SC Us (TTGP) | Common Stock | Other | Dispose J | Yes | No | 0 | 2,311 | 0.00 | 3,618,670 |
15 May 24 | Whitehurst James M | Common Stock | Grant | Acquire A | No | No | 0 | 207,211 | 0.00 | 363,120 |
15 May 24 | Bromberg Matthew S | Common Stock | Grant | Acquire A | No | No | 0 | 1,036,055 | 0.00 | 1,036,055 |
15 May 24 | Bromberg Matthew S | Stock Option Common Stock | Grant | Acquire A | No | No | 22.38 | 1,000,000 | 22.38 mm | 2,000,000 |
15 May 24 | Bromberg Matthew S | Stock Option Common Stock | Grant | Acquire A | No | No | 22.38 | 1,000,000 | 22.38 mm | 1,000,000 |
14 May 24 | Roelof Botha | Common Stock | Other | Dispose J | Yes | No | 0 | 419,966 | 0.00 | 543,301 |
14 May 24 | Roelof Botha | Common Stock | Other | Acquire J | Yes | No | 0 | 1,479,681 | 0.00 | 3,620,981 |
14 May 24 | Roelof Botha | Common Stock | Other | Acquire J | Yes | No | 0 | 12,695,003 | 0.00 | 28,746,492 |
14 May 24 | Roelof Botha | Common Stock | Other | Dispose J | Yes | No | 0 | 777,578 | 0.00 | 0 |
News
Goldman Sachs Maintains Neutral on Unity Software, Lowers Price Target to $26
13 May 24
Barclays Maintains Equal-Weight on Unity Software, Lowers Price Target to $27
10 May 24
JMP Securities Reiterates Market Perform on Unity Software
10 May 24
Benchmark Reiterates Sell on Unity Software, Maintains $16 Price Target
10 May 24
Unity Software Disappoints In Q1, 4 Analysts Provide Input On What To Expect In 'Back Half' Of 2024
10 May 24
Press releases
TheXPlace and Unity Kick-off Summer Game Jam
25 Apr 24
Harnessing AR in Logistics: Vuzix's (NASDAQ: VUZI) Smart Glasses Revolutionize Warehouse Operations
25 Apr 24
Vuzix Corporation (NASDAQ: VUZI) Revolutionizing the Supply Chain with AR and Strategic Partnerships
22 Apr 24
As Player Demand Increases for Multiplayer Experiences, Unity Announces Enhanced Support in Unity 6
8 Apr 24
'Dune: Part 2' VFX Company DNEG Acquires Exclusive License to Ziva Technologies from Unity
2 Apr 24