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>As the cost of AI models continues to plummet, companies like Wistia are integrating AI capabilities across their products, offering features like transcription for free.</li><li>AI-powered avatar videos are seeing the highest adoption in sales and marketing use cases, where personalization at scale is valuable but recording individual videos is impractical.</li><li>Incumbents may be at risk if AI fundamentally changes the customer problems that can be solved, but they can also use their resources and distribution to capitalize on AI if they move quickly enough.</li></ul>

As the cost of AI models continues to plummet, companies like Wistia are integrating AI capabilities across their products, offering features like transcription for free.AI-powered avatar videos are seeing the highest adoption in sales and marketing use cases, where personalization at scale is valuable but recording individual videos is impractical.Incumbents may be at risk if AI fundamentally changes the customer problems that can be solved, but they can also use their resources and distribution to capitalize on AI if they move quickly enough.

<ul><li>At least the applications where businesses are using AI avatars today are where it's like training content.</li><li>The upshot is that there's going to be way, way more video in general.</li><li>They'll find the margin they want and keep lowering prices to enable more use cases.</li></ul>

At least the applications where businesses are using AI avatars today are where it's like training content.The upshot is that there's going to be way, way more video in general.They'll find the margin they want and keep lowering prices to enable more use cases.

Chris Savage, CEO Of Wistia, On The Economics Of AI Avatars

<ul><li>Sacra estimates that HeyGen hit $22M in annualized recurring revenue (ARR) in May, up 1024% year-over-year.</li><li>Synthesia and HeyGen’s early pivots into enterprise have allowed them to largely avoid the AI prosumer trap that slowed the growth of Jasper and Copy.ai, with 70% of Synthesia’s revenue coming from enterprise deals.</li><li>While HeyGen and Synthesia build end-user SaaS, Tavus is building APIs and developer tooling around their own custom models to make AI talking heads a native feature of every SaaS product.</li></ul>

Sacra estimates that HeyGen hit $22M in annualized recurring revenue (ARR) in May, up 1024% year-over-year.Synthesia and HeyGen’s early pivots into enterprise have allowed them to largely avoid the AI prosumer trap that slowed the growth of Jasper and Copy.ai, with 70% of Synthesia’s revenue coming from enterprise deals.While HeyGen and Synthesia build end-user SaaS, Tavus is building APIs and developer tooling around their own custom models to make AI talking heads a native feature of every SaaS product.

<ul><li>As we've changed branding and merged with another company, EditShare, three months ago, we have another rebrand situation going on.</li><li>In Zoom, because I am not an on-camera person but a behind-the-scenes person, I set up the Zoom on my Zoom account.</li><li>We&#39;ve had a lot of changes with the merger and the rebrand and everything, but ideally we would do one a month.</li></ul>

As we've changed branding and merged with another company, EditShare, three months ago, we have another rebrand situation going on.In Zoom, because I am not an on-camera person but a behind-the-scenes person, I set up the Zoom on my Zoom account.We&#39;ve had a lot of changes with the merger and the rebrand and everything, but ideally we would do one a month.

Shanna Leonardi, Content Manager At EditShare, On The Webinar Engagement Process

<ul><li>We talked to Ezra about the increasing importance of webinars and live events for marketing teams, and dug into Wistia's decision to launch an all-new webinar product in late 2023.</li><li>There's also an exciting story part of it, that’s just the power of a single platform, as opposed to you have your webinar tool and then you have to download it and put it in your video hosting tool.</li><li>Today there's not, but that is on the roadmap, because we've heard requests for everything from ‘we want the whole event to be recorded and I want to just interact on chat,’ all the way to, ‘I want to have segments of it pre-recorded, and I want to go in and out.’</li></ul>

We talked to Ezra about the increasing importance of webinars and live events for marketing teams, and dug into Wistia's decision to launch an all-new webinar product in late 2023.There's also an exciting story part of it, that’s just the power of a single platform, as opposed to you have your webinar tool and then you have to download it and put it in your video hosting tool.Today there's not, but that is on the roadmap, because we've heard requests for everything from ‘we want the whole event to be recorded and I want to just interact on chat,’ all the way to, ‘I want to have segments of it pre-recorded, and I want to go in and out.’

Ezra Fishman, VP Of Growth At Wistia, On The Resurgence Of The Webinar

United States

Video marketing software for businesses to create, host, and analyze on-brand video content

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Wistia (WISTIA US)

AI And The Future Of Video

As quickly as AI changed the way knowledge workers write and do research, it's changed how we make videos...

Sacra

Chris Savage, CEO Of Wistia, On The Economics Of AI Avatars

What’s the big use case that you see driving adoption of AI avatars or talking head videos...

Sacra

AI Talking Heads Growing 1024%

TL;DR: Sacra estimates that HeyGen hit $22M in annualized recurring revenue (ARR) in May, up 1024% year-over-year, as AI-generated talking head...

Sacra

Shanna Leonardi, Content Manager At EditShare, On The Webinar Engagement Process

Tell us a bit about EditShare. What is the part of EditShare you spend the most time on...

Sacra

Ezra Fishman, VP Of Growth At Wistia, On The Resurgence Of The Webinar

Sacra interview with Ezra Fishman, VP of Growth at Wistia

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

AI And The Future Of Video

​​As quickly as AI changed the way knowledge workers write and do research, it's changed how we make videos...

Sacra

Chris Savage, CEO Of Wistia, On The Economics Of AI Avatars

What’s the big use case that you see driving adoption of AI avatars or talking head videos...

Sacra

AI Talking Heads Growing 1024%

TL;DR: Sacra estimates that HeyGen hit $22M in annualized recurring revenue (ARR) in May, up 1024% year-over-year, as AI-generated talking head...

Sacra

Shanna Leonardi, Content Manager At EditShare, On The Webinar Engagement Process

Tell us a bit about EditShare. What is the part of EditShare you spend the most time on...

Sacra

Ezra Fishman, VP Of Growth At Wistia, On The Resurgence Of The Webinar

Sacra interview with Ezra Fishman, VP of Growth at Wistia

Sacra

As quickly as AI changed the way knowledge workers write and do research, it's changed how we make videos...