Unity Software Inc. (NYSE:U) Q4 2023 Earnings Conference Call February 26, 2024 5:00 PM ET
Company Participants
Daniel Amir - Vice President and Head, Investor Relations
Jim Whitehurst - Interim Chief Executive Officer
Luis Visoso - Chief Financial Officer
Conference Call Participants
Jason Bazinet - Citi
Dylan Becker - William Blair
Brian Fitzgerald - Wells Fargo
Tim Nollen - Macquarie
Michael Funk - Bank of America
Chris Kuntarich - UBS
Andrew Boone - JMP Securities
Matthew Cost - Morgan Stanley
Jonathan Kees - Daiwa
Daniel Amir
Welcome to Unity's Fourth Quarter 2023 and Year End Earnings Call. My name is Daniel Amir, VP and Head of Investor Relations.
After the closing of the market today, we issued our shareholder letter. That material is now available on our website at investors.unity.com. Today, I'm joined by Jim Whitehurst, our Interim CEO; and by Luis Visoso, our CFO.
But before we begin, I want to note that today's discussion contains forward-looking statements including statements about goals, business outlook, industry trends, market opportunities, expectations for future financial performance and similar items, all of which are subject to risks, uncertainties and assumptions. And you can find more information about these risks and uncertainties in the Risk Factors section of our filing at sec.gov. Actual results may differ, and we take no obligation to revise or update any forward-looking statements.
Finally, during today's meeting, we will discuss non-GAAP financial measures. These non-GAAP financial measures are in addition to and not a substitute for or superior to measures of financial performance prepared in accordance with GAAP. A full reconciliation of GAAP to non-GAAP is available in our shareholder letter and on the sec.gov website.
Great. What we'll do now is similar like what we've done in previous quarters. We get a number of inbound questions during the quarter, and we will start with two key questions. The first to Jim, and then the second one to Luis.
So, the first question is to Jim. After five months here, can you give your take on Unity and kind of provide us also an update on the CEO search?
Jim Whitehurst
Sure. Yeah, I can't believe it's been almost five months. I have to say I'm even more excited now about the opportunity in front of us than I was when I joined. We're obviously in the midst of a reset. But let me spend maybe just a minute talking about why I'm so optimistic and then I'll come back to the CEO search afterwards.