Risk Sleuth
U · 10-K filed 11 Feb 2026 · year to 31 Dec 2025

Unity Software

32 named things its latest annual report says its results depend on, each in the company's own words. 21 of them are also named by other companies we've read.

Customers

Gaming market

earns fromnamed as a risk
If our customers' marketing efforts for their games are unsuccessful or if our customers experience a decrease in demand for their games, sales of our Create Solutions and our Grow Solutions could be reduced.Risk factors (Item 1A)

Suppliers

Amazon Web Services (AWS)

depends onnamed as a risk
We also use various third-party cloud hosting providers such as Google Cloud, AWS, Azure, and Tencent to provide cloud infrastructure for our platform.Risk factors (Item 1A)

Also named by AAON, ABNB, ADSK, AIOT, BLK, CARR, CG, COF and 56 more

Microsoft Azure

depends onnamed as a risk
We also use various third-party cloud hosting providers such as Google Cloud, AWS, Azure, and Tencent to provide cloud infrastructure for our platform.Risk factors (Item 1A)

Also named by AIOT, AKAM, BLK, DDOG, DOCN, DOCU, EXTR, FFIV and 14 more

Google Cloud

depends onnamed as a risk
We also use various third-party cloud hosting providers such as Google Cloud, AWS, Azure, and Tencent to provide cloud infrastructure for our platform.Risk factors (Item 1A)

Also named by AAON, CME, DGX, ETSY, FTNT, GTLB, LBTYA, MSTR and 4 more

Third-party cloud service providers

depends onnamed as a risk
In addition, costs associated with our third-party cloud service providers represent a significant portion of our ongoing expenses, and any failure to manage or optimize those costs or commitments could negatively impact our gross margins.Risk factors (Item 1A)

Also named by AXON, CBOE, PANW, PDFS

Tencent

depends onnamed as a risk
We also use various third-party cloud hosting providers such as Google Cloud, AWS, Azure, and Tencent to provide cloud infrastructure for our platform.Risk factors (Item 1A)

Also named by RBLX, TTWO

Partners and platforms

Google

depends onnamed as a risk
Similarly, Google has plans to adopt additional privacy controls on its Android devices to allow users to limit sharing of their data with third parties and reduce cross-device tracking for advertising purposes.Risk factors (Item 1A)

Also named by ABNB, AES, APP, BKNG, CSGP, CTSH, DOCU, ETSY and 14 more

Apple

depends onnamed as a risk
For example, Apple allows users to easily opt-out of activity tracking across devices, which has impacted and may continue to impact our business.Risk factors (Item 1A)

Also named by ABNB, AMKR, BBY, BKNG, CDW, GLW, INTC, META and 5 more

Apple App Store

subject tonamed as a risk
We and our customers are subject to the standard policies and terms of service of the operating system platforms on which we create, run and monetize applications and content, as well as policies and terms of service of the various application stores, such as the Apple App Store or Google Play Store, which make our customers' applications and content available to end users.Risk factors (Item 1A)

Also named by APP, COIN, DKNG, INTU, MELI, RBLX, SIRI, UBER and 2 more

Google Play Store

subject tonamed as a risk
We and our customers are subject to the standard policies and terms of service of the operating system platforms on which we create, run and monetize applications and content, as well as policies and terms of service of the various application stores, such as the Apple App Store or Google Play Store, which make our customers' applications and content available to end users.Risk factors (Item 1A)

Also named by APP, COIN, DKNG, INTU, RBLX

Third-party mediation platforms

depends onnamed as a risk
Similarly, we rely on third-party mediation platforms, some of which operate or are affiliated with competing advertising networks, to access a significant amount of our advertising inventory.Risk factors (Item 1A)

Ad attribution partners

depends onnamed as a risk
For example, we rely on ad attribution partners to accurately and reliably perform mobile measurement and attribute ad impressions.Risk factors (Item 1A)

Other companies

Targeted advertising

earns fromnamed as a risk
Our business is materially reliant on revenue from behavioral, interest-based, or tailored advertising (collectively, "targeted advertising"), but delivering targeted advertisements is becoming increasingly difficult due to changes to our ability to gather information about user behavior through third-party platforms, new laws and regulations, and consumer resistance.Risk factors (Item 1A)

Competitors

Unreal Engine (Epic Games)

competes with
We primarily compete against proprietary game engines built in-house by large game studios, as well as Cocos2d-x (Chukong Technologies), Godot, and Unreal Engine (Epic Games), which offer game development tools primarily serving the PC games and mobile games sectors, and, in the case of Unreal Engine (Epic Games), industries beyond gaming, as well as with various social entertainment platforms.Business (Item 1)

AppLovin

competes with
Examples of other companies we compete against include AppLovin, Voodoo, Moloco, and Digital Turbine.Business (Item 1)

Places

China

operates innamed as a risk
Because our continued business operations in China, including our joint venture in China, constitute a significant part of our current and future revenue growth plans, adverse changes in economic and political policies relating to China could have an adverse effect on our business.Risk factors (Item 1A)

Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more

Taiwan

depends onnamed as a risk
In addition, certain of our operations or those of our customers could be impacted by militarization, war and other geopolitical disputes, including any renewal of the recent conflict in and around Israel, where we have a significant number of employees, any escalation of hostilities or conflict between China and Taiwan, which could adversely impact availability of computing components and resources, any of which could adversely affect our results of operations and business condition.Risk factors (Item 1A)

Also named by AAOI, AAPL, AB, ADI, AEHR, ALAB, AMAT, AMD and 50 more

India

subject tonamed as a risk
In undertaking this action, the Indian government temporarily and partially blocked some of Unity's services.Risk factors (Item 1A)

Also named by A, AAPL, ACN, AJG, AKAM, AMZN, AOS, AVGO and 54 more

Israel

operates innamed as a risk
political instability, societal unrest, hostilities, war, or terrorist activities, including in Israel or the surrounding region where a significant portion of our Grow Solutions team is located; and subsequent retaliatory measures and sanctions;Risk factors (Item 1A)

Also named by AIOT, AKAM, AMAT, AMGN, APP, ASTS, AVY, BSX and 31 more

Hazards

San Francisco Bay Area earthquake

operates innamed as a risk
In particular, our corporate headquarters are located in the San Francisco Bay Area, a region known for seismic activity, and are thus vulnerable to damage in an earthquake.Risk factors (Item 1A)

Regulators

Federal Trade Commission (FTC)

subject tonamed as a risk
For example, one of our acquired products within our Grow Solutions, Tapjoy's Offerwall, is subject to certain obligations under a consent order which resulted from an FTC investigation.Risk factors (Item 1A)

Also named by AMZN, AN, AVGO, BJ, CART, CELH, CHD, CHE and 56 more

Laws and programs

EU AI Act

subject to · fines of up to 35 million Euros or 7% of our total worldwide annual turnovernamed as a risk
For example, the EU AI Act sets out a risk-based framework, subjecting certain AI technologies to numerous compliance obligations, including transparency, conformity and risk assessment, monitoring and human oversight requirements, and noncompliance could lead to fines of up to 35 million Euros or 7% of our total worldwide annual turnover.Risk factors (Item 1A)

Also named by ACN, ADBE, AMD, AXON, CGNX, CRM, CRWD, CTSH and 36 more

Payment Card Industry Data Security Standard (PCI DSS)

subject to · up to $100,000 per monthnamed as a risk
For example, we are subject to the Payment Card Industry Data Security Standard ("PCI DSS"), which requires companies to adopt certain measures to ensure the security of cardholder information, including using and maintaining firewalls, adopting proper password protections for certain devices and software, and restricting data access, and noncompliance which can result in significant penalties (up to $100,000 per month imposed by credit card companies), litigation, damage to our reputation, and revenue losses.Risk factors (Item 1A)

Also named by ABNB, AZO, BJ, BKNG, CASH, CASY, COST, DOV and 20 more

Israeli Law for the Encouragement of Capital Investments (Preferred Technological Enterprise)

subject to · 23%named as a risk
If these tax benefits are reduced, canceled or discontinued, our Israeli taxable income from the Preferred Technological Enterprise would be subject to a higher corporate tax rate in Israel.Risk factors (Item 1A)

EU General Data Protection Regulation (GDPR)

subject tonamed as a risk
For example, European privacy and data security laws, including the European Union's General Data Protection Regulation ("EU GDPR"), the European Union's Digital Services Act, the United Kingdom's GDPR ("U.K. GDPR") and others, impose significant and complex burdens on the processing of personal information and provide for robust regulatory enforcement and significant penalties for noncompliance.Risk factors (Item 1A)

Also named by ACN, ADSK, AIG, ALK, AMG, ANET, APG, AXON and 61 more

California Consumer Privacy Act (CCPA)

subject tonamed as a risk
In addition, the CCPA, which applies to personal information of consumers, business representatives, employees, and other individuals with whom we interact, imposes a number of obligations on covered businesses, including requirements to respond to requests from California residents related to their personal information and contains significant potential penalties for noncompliance.Risk factors (Item 1A)

Also named by AAP, AIOT, AKAM, ALL, APP, AYI, BAC, BBSI and 69 more

Children's Online Privacy Protection Act (COPPA)

subject tonamed as a risk
We have previously been subject to claims related to the privacy of minors predicated on COPPA and other privacy and data security laws, and we may in the future face claims.Risk factors (Item 1A)

Also named by APP, BBW, DIS, GOOG, HAS, META, MGNI, RBLX and 2 more

U.S. export controls on China

subject tonamed as a risk
For example, U.S. export control regulations relating to China have created restrictions with respect to the sale of our solutions to various Chinese customers and further changes to regulations have occurred in 2025 that could result in additional restrictions on our sales when effective in October 2026.Risk factors (Item 1A)

Also named by CLS, INTC

U.S. DOJ Rule on Preventing Access to U.S. Sensitive Personal Data by Countries of Concern

subject tonamed as a risk
More recently, the U.S. Department of Justice’s implementation of bulk transfer restrictions to certain countries of concern has necessitated product and operational changes in order to maintain compliance.Risk factors (Item 1A)

Also named by ADBE, AKAM

Texas App Store Accountability Act

subject tonamed as a risk
For example, the Texas App Store Accountability Act and similar statutes enacted or proposed in other states and territories impose new obligations on both application store operators and developers.Risk factors (Item 1A)

PRC foreign ownership restrictions

subject tonamed as a risk
Accordingly, our ability to offer game publishing and cloud-based services in China depends on our ability to implement and maintain structures that are acceptable under PRC laws.Risk factors (Item 1A)

EU Digital Fairness Act

subject tonamed as a risk
Additionally, the Digital Fairness Act, if adopted, may place limits on way game developers can design and monetize their games through our platform.Risk factors (Item 1A)