Unity Software Inc 2025年季度报告

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedSeptember30, 2025OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from _______ to _______Commission File Number:001-39497 UNITY SOFTWARE INC. (Exact name of registrant as specified in its charter) 27-0334803(I.R.S. EmployerIdentification No.) 116 New Montgomery StreetSan Francisco,California94105-3607(Address, including zip code, of principal executiveoffices)(415)638-9950(Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Name of each exchange on whichregistered The New York Stock Exchange Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2)has been subject to such filing requirements for the past 90 days.YesxNoo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S‐T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).YesxNoo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non‐accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b‐2 of the Exchange Act. Large accelerated filer☒Non‐accelerated filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b‐2 of the Exchange Act). Yes☐Nox As of October28, 2025, there were427,912,843shares of the registrant's common stock outstanding. UNITY SOFTWARE INC.FORM 10‐QFor the Quarter Ended September30, 2025TABLE OF CONTENTS PART I—FINANCIAL INFORMATION Item 1.Financial Statements (Unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive LossCondensed Consolidated Statements of Stockholders' EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsItem 2.Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and ProceduresPART II—OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSIGNATURES NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10‐Q contains forward-looking statements about us and our industry that involvesubstantial risks and uncertainties. All statements other than statements of historical fact, including statements regardingour future results of operations or financial condition, business strategy and plans, and objectives of management forfuture operations are forward-looking statements. In some cases, you can identify forward-looking statements becausethey contain words such as "aim," "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend,""may," "plan," "potential," "predict," "project," "should," "target," "toward," "will," "would," or the negative of these words orother similar terms or expressions. You should not rely on forward-looking statements as predictions of future events. We have based the forward-looking statements contained in this Quarterly Report on Form 10‐Q primarily on our current expectations and projectionsabout future events and trends that we believe may affect our business, financial condition, and operating results.Readers are cautioned that these forward‐looking statements are only predictions and are subject to risks, uncertainties,and assumptions that are difficult to predict, including those identified and discussed in greater detail in “Part I, Item 1A.Risk Factors” of our Annual Report on Form 10-K filed with the SEC on February21, 2025 and below, under "Part II,Item1A. Risk Factors." The results, events, and circumstances reflected in the forward-looking statements may not be achieved or occur,and actual results, events, or circumstances could differ materially from those described in the forward-lookingstatements. In addition, statements that "we believe" and similar state