UNITY $U Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $546M (Est. $515M) 🟢; +24% YoY 🔹 Adj. EPS: $0.28 (Est. -$0.09) 🟢; +56% YoY 🔹 Adjusted EBITDA: $160M; +78% YoY 🔹 Free Cash Flow: $202M (Est. $149M) 🟢; +59% YoY Q3 Guide: 🔹 Strategic Revenue: $540M-$550M 🔹 Strategic Grow Revenue: $380M-$385M 🔹 Strategic Create Revenue: $159M-$163M 🔹 Non-Strategic Revenue: $20M 🔹 Adjusted EBITDA: $185M-$190M Segment Net Revenue: 🔹 Grow Solutions: $389M; +35% YoY 🔹 Create Solutions: $158M; +2% YoY Other Q2 Metrics: 🔹 Strategic Revenue: $486M; +38% YoY 🔹 Adjusted EBITDA Margin: 29%; +800 bps YoY 🔹 Net Loss: $23M; improved from $107M YoY 🔹 Net Cash From Operations: $206M Comments: 🔸 “This was arguably the best quarter in Unity’s history as a public company” 🔸 “The ongoing success of Unity Vector AI, combined with the most exciting product roadmap in Unity’s history, is helping drive substantial value for creators, players, and shareholders.”