Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>Sacra estimates that Epic Games generated $5.7B in revenue in 2024, up roughly 10% YoY from $5.2B in 2023, as Fortnite re-accelerated at the end of 2023 and into 2024.</li><li>Epic has not disclosed company-wide 2025 revenue.</li><li>In February 2024, Disney acquired a $1.5B equity stake in Epic Games at a $22.5B post-money valuation.</li></ul>

Sacra estimates that Epic Games generated $5.7B in revenue in 2024, up roughly 10% YoY from $5.2B in 2023, as Fortnite re-accelerated at the end of 2023 and into 2024.Epic has not disclosed company-wide 2025 revenue.In February 2024, Disney acquired a $1.5B equity stake in Epic Games at a $22.5B post-money valuation.

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.</li>
<li>Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.</li>
<li>AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.</li>
</ul>


Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.
Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.
AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.


Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

<ul><li>The gaming industry is evolving with a focus on AI integration and innovative game loops.</li><li>Mobile gaming is expected to lead the way in terms of success and adoption in the coming years.</li><li>Ecosystems like Ronin and exchanges are playing a significant role in shaping the gaming landscape, with a focus on UGC and innovative token distribution mechanics.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

The gaming industry is evolving with a focus on AI integration and innovative game loops.Mobile gaming is expected to lead the way in terms of success and adoption in the coming years.Ecosystems like Ronin and exchanges are playing a significant role in shaping the gaming landscape, with a focus on UGC and innovative token distribution mechanics.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Animoca Brands Corp / Private Capital Markets

<ul><li>Sacra estimates that Animoca Brands hit $314M in revenue in 2024, up 12% year-over-year from $280M in 2023.</li><li>Animoca Brands has raised $604M and is valued at $5B in January 2022.</li><li>Animoca Brands is betting on a future where the internet will become decentralized through public blockchains and people will be used to owning the rights to their digital assets and data through NFTs.</li></ul>

Sacra estimates that Animoca Brands hit $314M in revenue in 2024, up 12% year-over-year from $280M in 2023.Animoca Brands has raised $604M and is valued at $5B in January 2022.Animoca Brands is betting on a future where the internet will become decentralized through public blockchains and people will be used to owning the rights to their digital assets and data through NFTs.

<ul><li>Sacra estimates that Discord hit $725M in annual recurring revenue (ARR) at the end of 2024, up ~21% year-over-year from $600M in 2023.</li><li>Discord reported positive adjusted EBITDA for five consecutive quarters as of April 2025, signaling that the business has reached profitability at the operating level even as it continues investing in platform expansion.</li><li>In January 2026, Bloomberg reported that Discord had confidentially filed for a U.S. IPO, working with Goldman Sachs and JPMorgan as lead underwriters; TechCrunch reported the company had been targeting a March 2026 debut.</li></ul>

Sacra estimates that Discord hit $725M in annual recurring revenue (ARR) at the end of 2024, up ~21% year-over-year from $600M in 2023.Discord reported positive adjusted EBITDA for five consecutive quarters as of April 2025, signaling that the business has reached profitability at the operating level even as it continues investing in platform expansion.In January 2026, Bloomberg reported that Discord had confidentially filed for a U.S. IPO, working with Goldman Sachs and JPMorgan as lead underwriters; TechCrunch reported the company had been targeting a March 2026 debut.

United States

Epic Games, Inc. develops video games. The Company designs, produces, and retails high-end action games for consoles, personal computers, and mobile devices. Epic Games serves clients worldwide.

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Epic Games (748448Z US)

Primer: Epic Games - 25 May 2026

Game engine, app store, and metaverse hub powering Fortnite and Unreal-based experiences

Sacra

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

Delphi's Gaming Year Ahead 2025

Emerging trends in gaming industry include AI integration, mobile gaming dominance, UGC importance, blockchain usage, AI NPC spectator sports,...

The Delphi Podcast

Primer: Animoca Brands - 10 Aug 2026

Gaming publisher building blockchain-based games with tradable assets and branded IP integrations

Sacra

Primer: Discord - 03 Aug 2026

Chat and voice software for gaming communities and interactive online experiences

Sacra

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Primer: Epic Games - 25 May 2026

Game engine, app store, and metaverse hub powering Fortnite and Unreal-based experiences

Sacra

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

​Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

Delphi's Gaming Year Ahead 2025

Emerging trends in gaming industry include AI integration, mobile gaming dominance, UGC importance, blockchain usage, AI NPC spectator sports,...

The Delphi Podcast

Primer: Animoca Brands - 10 Aug 2026

Gaming publisher building blockchain-based games with tradable assets and branded IP integrations

Sacra

Primer: Discord - 03 Aug 2026

Chat and voice software for gaming communities and interactive online experiences

Sacra

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...