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Unity Software U Stock-Based Comp

Stock-Based Comp at other companies

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Digital TurbineAPPS
$2.45M-60.9%
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Entravision Communications, Inc.EVC
$2M+98.2%
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$275M+6.2%
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Applovin CorporationAPP
$85.61M+139%
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SnapSNAP
$263.19M+4.5%
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3D SystemsDDD
$2.28M-45.2%

Other financials

Income statement

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Revenue$546.5M+23.9%
Gross profit$434.8M+33.1%
Operating income-$32.2M+72.9%
Net income-$23.6M+78.3%
EPS (diluted)-$0.05+80.8%

Balance sheet

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Cash & equivalents$573.3M-30.9%
Total debt$640.7M+494%
Total equity$3.0B-4.8%
Total assets$6.7B-0.8%

Cash flow

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Operating cash flow$205.6M+54.5%
CapEx$3.7M-43.2%
Free cash flow$202.0M+59.5%

Valuation

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Market cap$18.92B+35.3%
Enterprise value$18.99B+43.1%
P/S9.3×+1.5×

Profitability

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Gross margin64.9%-9.5pp
Operating margin-30.4%+2.9pp
Net margin-29%+6.7pp
FCF margin26.5%+6.6pp

Returns & leverage

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Return on equity-18.9%+11.9pp
Debt / equity0.2×+0.2×
Current ratio-0.7×

Where this comes from

Reported directly by Unity Software in its filing.

Tagged under the XBRL concept us-gaap:ShareBasedCompensation.

The source filing: Unity Software’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 7:20 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001810806-26-000043
Line itemSix Months Ended June 30, 2026Six Months Ended June 30, 2025
Net loss$(369,599)$(185,272)
Adjustments to reconcile net loss to net cash provided by operating activities:
Depreciation and amortization212,730193,145
Stock-based compensation expense157,113200,394
Gain on repayment of convertible note(42,744)
Impairment of intangible assets270,506
Impairment of property and equipment8,4474,049
Impairment of investments15,000

Item 1. Financial Statements (Unaudited)

FAQ

What is Unity Software's stock-based comp?
Unity Software (U) reported stock-based comp of $79.95M in Q2 2026.
How has Unity Software's stock-based comp changed year-over-year?
Unity Software's stock-based comp decreased by 21.3% year-over-year, from $101.6M to $79.95M.
What is the long-term trend for Unity Software's stock-based comp?
Over 4 years (2021 to 2025), Unity Software's stock-based comp has grown at a 2.6% compound annual growth rate (CAGR), from $347.16M to $385.21M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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