Exhibit 99.1 Unity Reports Fourth Quarter and Fiscal Year 2025 Financial Results SAN FRANCISCO, February 11, 2026 -- Unity (NYSE: U), the world's leading game engine, today announced financial results for the fourth quarter and fiscal year ended December 31, 2025. "Fourth quarter results once again comfortably exceeded the high-end of our guidance, led by exceptional performance from Vector, which experienced its third consecutive quarter of mid-teen sequential revenue growth, and the best growth we've seen ...

Unity Software Inc. (NYSE:U) will release earnings for its fourth quarter before the opening bell on Wednesday, Feb. 11.Analysts expect the San Francisco, California-based company to report quarterly loss of 21 cents per share. That's up from 30 cents per share in the year-ago period. The consensus estimate for Unity Software's quarterly revenue is $492.82 million (it reported $457.1 million last year), according to Benzinga Pro.On Feb. 10, Unity appointed gaming and technology veteran Bernard Kim as an ind ...

Group 1 - Unity Software Inc. is set to release its fourth-quarter earnings on February 11, with analysts predicting a loss of 21 cents per share, an improvement from a loss of 30 cents per share in the same period last year [1] - The consensus estimate for Unity's quarterly revenue is $492.82 million, up from $457.1 million reported last year [1] - Unity appointed Bernard Kim as an independent director to its Board of Directors, effective May 1 [2] Group 2 - Unity's shares increased by 5.6%, closing at $29.06 on Tuesday [2] - Analysts are providing updated ratings and insights on Unity, accessible through Benzinga's Analyst Stock Ratings page [2]

Samsung sent out invites Tuesday to its next Galaxy Unpacked event, scheduled for February 25 in San Francisco, where the company is expected to launch its Galaxy 26 series of smartphones.AI features will be at the forefront again, as the company said the upcoming phones are “built to simplify everyday interactions, inspire confidence and make Galaxy AI feel seamlessly integrated from the moment it’s in hand.” A standout feature the company has teased is a privacy display expected to debut on the Galaxy S2 ...

Unity Software Inc. (NYSE:U) is one of the stocks Jim Cramer looked at recently. Noting that the stock is down, a caller asked if the company’s management is unable to execute and if AI is “going to take over the business.” Cramer replied: I think that these guys are a candidate to be hurt by it. But you know what?… We should just have them on, and make the decision like that… Let’s hear them out after the decline that this stock has had. Jim Cramer Calls Unity (U) a “Candidate to Be Hurt By” AI Unity ...

Upgrades - Raymond James upgraded Take-Two (TTWO) to Strong Buy from Outperform with an unchanged price target of $285, viewing the recent selloff as overdone and presenting a more attractive risk/reward scenario for the company [2] - Daiwa upgraded Palantir (PLTR) to Buy from Neutral with a price target of $180, down from $200, citing a positive impression from the earnings release [2] - Gordon Haskett upgraded Booking Holdings (BKNG) to Buy from Hold with a price target of $5,440, believing that investors have overreacted to AI-driven competitive concerns and have discounted Booking's operational advantages [3] - Oppenheimer upgraded Unity (U) to Outperform from Perform with a price target of $38, arguing that fears regarding competition from "world models" like Google's Project Genie are misplaced and overlook Unity's unique role in development [4] - Arete upgraded Snap (SNAP) to Buy from Neutral with a price target of $7.30, noting a shift in the company's sales growth from a "sub-scale" advertising business to higher margin, recurring subscription income [5] Downgrades - HSBC downgraded Estee Lauder (EL) to Hold from Buy with a price target of $106, stating that Estee's "modest" organic sales upgrade in the quarter underwhelmed investors relative to expectations [6] - Citi downgraded Under Armour (UAA) to Sell from Neutral with an unchanged price target of $6.20, indicating that the company's turnaround in North America is facing "several pressures" in fiscal 2026 [6] - Raymond James downgraded Wingstop (WING) to Outperform from Strong Buy with an unchanged price target of $325, expressing caution regarding Wingstop's near-term sales trends [6] - Truist downgraded Texas Roadhouse (TXRH) to Hold from Buy with a price target of $188, down from $206, believing that beef price inflation will persist at least through 2027, limiting multiple expansion and pressuring margins and earnings estimates [6] - Loop Capital downgraded Monday.com (MNDY) to Hold from Buy with a price target of $80, down from $195, citing a "fine, but not great" quarter amid moderating upmarket momentum and slower adoption of newer products [6] - Baird also downgraded Monday.com to Neutral from Outperform with a price target of $90, down from $175 [6]

Core Insights - Unity Software (U) is expected to report fourth-quarter 2025 results on February 11, 2026, with revenues projected between $480 million and $490 million, reflecting a 7.25% increase year-over-year from the previous quarter's figures [1] - The consensus estimate for earnings is set at 20 cents per share, a significant improvement from a loss of 30 cents in the same quarter last year [2] Revenue and Growth Drivers - Vector AI is emerging as a key growth driver within Unity's Grow segment, enhancing ad targeting and advertiser performance, which is anticipated to support revenue growth in the upcoming quarter [3] - The Create subscription business is showing strong growth, bolstered by increased average revenue per user (ARPU) and rising adoption of Unity 6, particularly in China, while the exit of non-strategic revenue is improving quality and visibility [4] - Unity's cross-platform commerce layer, Unity IAP, is strengthening developer relationships and encouraging reinvestment in user acquisition, which is expected to enhance platform engagement and monetization [5] Cost and Profitability Challenges - Despite positive revenue momentum, Unity faces high operating costs that are pressuring profitability, with operating expenses exceeding gross profit in the prior quarter, leading to significant operating losses [6] - Additional spending related to the Unite conference and sales initiatives is likely to further impact margins and bottom-line performance in the upcoming quarter [6] Earnings Prediction Model - The current model does not predict an earnings beat for Unity Software, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating a neutral outlook [7][8]

Group 1: Bitcoin Market Dynamics - Bitcoin has experienced a significant decline, down 13% this week and 27% over the past month, with its value dropping from a peak of over $126,000 to below $63,000 [4][5] - The selling pressure was exacerbated by leveraged positions being forced to liquidate, indicating Bitcoin's status as a risk asset rather than a stable currency [6] - The volatility in Bitcoin reflects broader market concerns about overvaluation and risk allocation in investment portfolios [3][6] Group 2: Software Stocks and AI Impact - Software stocks have seen substantial declines, with major players like Microsoft down 7%, Adobe down 10%, and Oracle down 16%, driven by fears that AI advancements may render many companies obsolete [10][15] - New AI tools announced by companies like Anthropic and Google have contributed to market anxiety, leading to a sell-off in related stocks [7][10] - The market is grappling with the dual concerns of high capital expenditures on AI that may not yield expected returns and the potential for AI to disrupt entire industries [16][18] Group 3: Earnings Reports and Market Reactions - Alphabet reported an 18% revenue increase and a 48% growth in cloud revenue, but its stock fell due to high capital expenditure predictions for 2026, which could consume a significant portion of its profits [12][13] - Amazon's projected capital expenditures for 2026 are also high, at $200 billion, representing 28% of its revenue and 256% of its net income, raising concerns about sustainability [14][15] - Hershey's stock rose 9% after beating earnings expectations and raising guidance, reflecting a shift towards more resilient consumer staples amid economic uncertainty [27][28] Group 4: Economic Indicators and Job Market Concerns - Recent job market data indicates rising initial jobless claims and the lowest job openings since September 2020, suggesting a weakening labor market [31][32] - Layoffs announced by major companies like Amazon and UPS contribute to a pessimistic outlook for upcoming job reports [32][33] - The defensive rotation in the market is evident as investors seek stability in traditional sectors like consumer staples and healthcare, moving away from riskier tech assets [26][31]

Core Insights - Google DeepMind's launch of Project Genie has raised concerns about the impact of AI tools on the gaming industry, leading to significant stock declines for companies like Unity and Take-Two [1][3] - Project Genie is a generative AI model capable of creating real-time rendered, interactive 3D virtual scenes, but it still faces limitations in editing capabilities and detail refinement [1][3][4] - The gaming industry is recognizing the revolutionary potential of AI models, but there are ongoing debates about their application and the associated compliance issues [2][6] Group 1: Market Reactions - Unity's stock fell by 24.22%, marking its largest single-day drop since 2022, while Take-Two and Roblox also experienced significant declines of 7.93% and 13.17%, respectively [1] - The release of Project Genie has sparked intense discussions within the industry, with many companies expressing mixed feelings about AI's role in game development [6][7] Group 2: AI Model Limitations - Project Genie currently lacks "editable" attributes, making it difficult for developers to adjust scenes and interactions, which are crucial for the competitive edge of open-world games [3][4] - The model's early-stage development means it does not yet significantly impact the business models or competitive landscape of game engines and developers [4] Group 3: Potential Benefits - Smaller and independent game developers may leverage Project Genie to enhance their product quality and reduce the gap with larger firms [5] - The real-time generation capability of AI could expand the possibilities for game formats, particularly in open-world exploration games, enhancing user engagement [5][12] Group 4: Industry Perspectives - A significant portion of game developers (over 50%) believe that generative AI has a negative impact on the industry, a sentiment that has increased compared to two years ago [7] - Some companies, like Games Workshop and Hooded Horse, have implemented strict policies against the use of AI in content creation, reflecting a cautious approach to AI integration [7][8] Group 5: Future Directions - The industry is moving towards a more nuanced understanding of AI's role, shifting from a binary "yes or no" stance to more refined operational models [10] - There is a call for the development of AI application platforms and support systems to facilitate the integration of AI into game development processes [11]

Unity Software Inc. (NYSE:U) is one of the best large cap stocks to buy under $50. On January 26, Bank of America reduced its price target for Unity Software to $18 from $21 while maintaining an Underperform rating. This sentiment was announced as part of the firm’s Q4 2025 preview, where BofA stated that Unity Software is priced for perfection, trading at a significant premium compared to large-scale online ad stocks and AppLovin Corp. (NASDAQ:APP). On January 15, Freedom Capital initiated coverage of Un ...