Autodesk vs Unity

8-K Financial Filing Analysis for Autodesk (2026-09-10)

On September 8, 2026, Autodesk, Inc. entered into an underwriting agreement to issue and sell $1.0 billion in aggregate principal amount of senior notes across two tranches: $500 million of 5.050% Notes due 2029 and $500 million of 5.650% Notes due 2033. The offering is underwritten by Morgan Stanley & Co. LLC, BNP Paribas Securities Corp., and Citigroup Global Markets Inc. Autodesk plans to use the net proceeds from the offering, along with available cash on hand, to fully repay the $1.0 billion aggregate principal amount outstanding under its Term Loan Credit Agreement dated June 15, 2026. This transaction enables Autodesk to refinance existing shorter-term debt obligations, locking in fixed long-term interest rates and extending its debt maturity profile.

• Issued $1.0 billion aggregate principal amount of senior notes split into $500 million of 5.050% Notes due 2029 and $500 million of 5.650% Notes due 2033.
• Net proceeds combined with existing cash will be used to repay $1.0 billion under the Term Loan Credit Agreement dated June 15, 2026.
• Interest is payable semi-annually in arrears on March 15 and September 15 of each year, commencing March 15, 2027.

Arcadis and Autodesk Deepen AI Collaboration

Arcadis, a global leader in data-driven sustainable design and engineering, announced an expanded collaboration with Autodesk to accelerate AI, connected data, and digital workflows across the built and natural environment. The partnership integrates Arcadis' domain expertise with Autodesk's Design and Make platform and Autodesk AI, including Autodesk Assistant, to embed knowledge and standards into AI-powered workflows. Joint initiatives include 'See Through Walls,' which uses AI and sensor data to infer hidden building conditions for material reuse and decarbonization. The collaboration aims to improve decision-making, reduce delivery risk, and increase productivity, while keeping human expertise central. Arcadis connects its Model Context Protocol (MCP) capabilities with Autodesk Assistant, retaining full ownership of its knowledge assets. Building on prior AI initiatives that cut quality review times from five days to half a day, this partnership supports Arcadis' digital ecosystem strategy, which reported €4.9 billion in gross revenues for 2025.

• Arcadis and Autodesk announced an expanded collaboration to accelerate AI and data-led delivery.
• The partnership combines Arcadis' domain expertise with Autodesk's Design and Make platform and Autodesk AI, including Autodesk Assistant.
• A joint project 'See Through Walls' uses AI and sensor data to infer hidden building conditions for material reuse and decarbonization.

Autodesk's 'World Is Yours' Campaign Focuses on Human Creativity

Autodesk launched its new campaign, 'The World Is Yours for the Making,' created by agency Giant Spoon, to counter AI anxiety and emphasize human creativity. The campaign features a spot directed by Salomon Ligthelm, opening with a newborn and highlighting real Autodesk customers. CMO Dara Treseder explains the strategy is to position technology as a tool for people, responding to data that 39% of Americans view AI negatively. The ad debuted during the NFL Kickoff Game and will run on linear TV, CTV, and social channels. Autodesk plans to extend the campaign over the next 12 months with emotional, human-focused stories.

• Autodesk launched a new campaign titled 'The World Is Yours for the Making'.
• The campaign was created by agency Giant Spoon.
• The spot debuted on linear TV during the NFL Kickoff Game.

Games made with Unity: September 2026 in review

Unity's blog highlights new games made with Unity in September 2026, including TOEM 2, and announces a new Unity Plugin for Grok Build.

AppLovin sues Unity; Big Tech courts creators

AdExchanger's daily roundup covers AppLovin's lawsuit against Unity over data collection from mediation requests, alleging Unity decrypted protected data. It also discusses the creator economy's expansion, with YouTube and Meta unveiling new creator tools and IAB's CreatorFronts event. The piece notes that only 36% of Fortune 500 companies have a CMO, and highlights a case where a former Converse CMO received death threats due to AI-generated misinformation. Additionally, brief updates mention Dodge AI's funding, OpenAI's agentic AI tool, Walmart's ban on AI-generated posters, and more.

• AppLovin sued Unity over data collection from mediation requests, alleging decryption of protected data.
• Only 36% of Fortune 500 companies have a CMO, with average tenure of 3.9 years.
• YouTube announced new creator features at Made On YouTube event.

AppLovin Sues Unity Over Data Collection in Ad Quality SDK

AppLovin has filed for a temporary restraining order against Unity in the Superior Court of California, San Francisco, alleging that Unity's Ad Quality SDK improperly collects data from AppLovin's MAX mediation platform without permission. The data includes ad creatives, user and device info, impression revenue, auction IDs, and mediation waterfall data. AppLovin claims Unity uses this data to train models that predict AppLovin's bidding decisions, giving Unity an unfair competitive advantage. AppLovin seeks to halt data collection within five business days and modify the SDK within 30 days. Unity disputes the claims, stating that Ad Quality is a free product designed to prevent harmful ads, and that the lawsuit is an attempt to stifle competition. The dispute is also heading to JAMS arbitration for breach of contract, trade-secret misappropriation, and unfair competition. A hearing is scheduled for September 30.

• AppLovin filed a temporary restraining order against Unity in Superior Court of California, San Francisco.
• AppLovin alleges Unity's Ad Quality SDK improperly collects data from AppLovin's MAX mediation platform, including creatives, user/device info, revenue, and auction data.
• Unity disputes claims, calling Ad Quality a free ad moderation tool and the lawsuit anticompetitive.