Companies · U
Unity Software Inc.
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Latest analysis
Updated Aug 19, 2026
Unity CEO Bromberg granted 880K PPSUs with $50–75 stock price hurdles over five-year vesting.
Unity granted Matthew Bromberg, President and CEO, 880,000 performance-based price-vesting restricted stock units with a five-year performance period ending August 2031, divided into three tranches with stock price hurdles of $50, $60, and $75 respectively, contingent on continued service and sustained VWAP achievement. The award is structured to retain the CEO during a multi-year strategic transformation to integrate creation and monetization platforms into a single AI-driven system and deepen competitive advantage via runtime data. The Compensation Committee views the entirely at-risk grant as aligned with shareholder interests because it delivers value only upon significant and sustained stock appreciation.
Tone: neutralRevenue
$1.8B
U 10-K · FY 2025
Employees
4,412
Revenue FY2024
$1.8B
Headquarters
San Francisco, CA
Profile
U 10-K Item 1 · Feb 11, 2026Unity Software is the leading platform for developing, deploying, and growing games and interactive experiences, serving creators across gaming and non-gaming industries. Its platform comprises two complementary solution sets — Create Solutions (development tools and engine) and Grow Solutions (monetization and user acquisition) — spanning mobile, PC, console, and extended reality. The company generates revenue through subscriptions, professional services, consumption-based cloud hosting, and advertising network facilitation.
Read filing description ↓ Collapse description ↑
Unity is the leading platform to develop, deploy, and grow games and interactive experiences. We offer a suite of tools across all major platforms from mobile, PC, and console, to extended reality (XR). Our comprehensive set of software, including AI solutions, supports developers through the entire development lifecycle – from prototyping to live service operation, user acquisition, and monetization. Our platform is used by creators of all types - such as developers, artists, and designers - to build content in gaming and non-gaming industries, including automotive, retail, manufacturing, healthcare, public sector, robotics, architecture, civil and mechanical engineering, design and construction. Our platform consists of two complementary sets of solutions: Create Solutions and Grow Solutions. Create Solutions are a robust set of tools and services used to build, ship and run high-definition, real-time 2D and 3D content. Grow Solutions primarily consist of our ads products, which offer customers the ability to grow and engage their user base and monetize their content irrespective of whether the content was created in Unity. We have a very large, active, and highly engaged global community of real-time 3D creators. The scale of our creator community provides us with a significant competitive advantage, and by incentivizing third-party platforms to strategically partner and integrate with us, we are able to further expand our community.
Primary products
- Unity Engine
- Create Solutions
- Grow Solutions
- Unity Ad Network
- Unity Vector
- IronSource Ad Network
Business segments
End markets
Geographies
Named competitors
“We have a very large, active, and highly engaged global community of real-time 3D ('RT3D') creators. The scale of our creator community provides us with a significant competitive advantage, and by incentivizing third-party platforms to strategically partner and integrate with us, we are able to further expand our community.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total revenue increased in 2025 versus 2024, primarily driven by growth in Grow Solutions revenue from migrating the Unity Ad Network to the Unity Vector AI platform, partially offset by declines in the IronSource Ad Network, with Create Solutions also contributing modestly through subscription revenue growth offset by consumption services declines.
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