Discord’s confidential January 2026 SEC filing and engagement of Goldman Sachs and JPMorgan have not produced a public S-1 or listing date as of September 2026, shifting the base case for an IPO into 2027 and supporting the 54.5% market-implied probability of no debut by December 31, 2027. Secondary-market valuations have stabilized near $8.5 billion—well below the 2021 $15 billion peak—reflecting softer multiples for consumer platforms amid an IPO pipeline dominated by AI and infrastructure names. With roughly 200 million monthly active users and $600–900 million in annualized revenue, the 8–11 billion closing-market-cap bracket leads IPO outcomes at 11.9% as traders price in realistic compression from prior private marks. Key upcoming catalysts include any public filing or shifts in equity-market sentiment for non-AI consumer listings.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于截至2027年12月31日无IPO 54.6%
80–110亿美元 11.9%
110–140亿美元 11.3%
200亿美元及以上 5.0%
$101,101 交易量
$101,101 交易量
小于50亿
2%
50–80亿美元
2%
80–110亿美元
12%
110–140亿美元
11%
140–170亿美元
5%
170–200亿美元
3%
200亿美元及以上
5%
截至2027年12月31日无IPO
55%
截至2027年12月31日无IPO 54.6%
80–110亿美元 11.9%
110–140亿美元 11.3%
200亿美元及以上 5.0%
$101,101 交易量
$101,101 交易量
小于50亿
2%
50–80亿美元
2%
80–110亿美元
12%
110–140亿美元
11%
140–170亿美元
5%
170–200亿美元
3%
200亿美元及以上
5%
截至2027年12月31日无IPO
55%
If no such IPO occurs by December 31, 2027, 11:59 PM ET, the market will resolve to "No IPO by December 31, 2027".
Market capitalization expresses the monetary value of a company’s outstanding shares, stated in its pricing currency.
It is calculated as the total number of outstanding shares, multiplied by the official closing share price of the publicly traded class on the first trading day.
If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently.
The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings). The closing share price on the first trading day will be determined from the primary exchange’s official listing page.
If the relevant value falls exactly between two brackets, this market will resolve to the higher range bracket.
The primary resolution source for this market will be official company filings and the primary exchange’s official listing page. The market capitalization will be determined through appropriate calculation using the total outstanding shares and the closing price from the first day of trading.
In the event of an interruption in the normal trading session on the specified company’s first day of trading (e.g., a circuit breaker or half-day), the market will resolve according to the official closing price of the abbreviated session. If no such official closing price is published, the market will resolve according to the next trading day on which an official closing price is published, treating that day as the first day of trading for the purposes of this market.
市场开放时间: Jun 26, 2026, 5:50 PM ET
If no such IPO occurs by December 31, 2027, 11:59 PM ET, the market will resolve to "No IPO by December 31, 2027".
Market capitalization expresses the monetary value of a company’s outstanding shares, stated in its pricing currency.
It is calculated as the total number of outstanding shares, multiplied by the official closing share price of the publicly traded class on the first trading day.
If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently.
The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings). The closing share price on the first trading day will be determined from the primary exchange’s official listing page.
If the relevant value falls exactly between two brackets, this market will resolve to the higher range bracket.
The primary resolution source for this market will be official company filings and the primary exchange’s official listing page. The market capitalization will be determined through appropriate calculation using the total outstanding shares and the closing price from the first day of trading.
In the event of an interruption in the normal trading session on the specified company’s first day of trading (e.g., a circuit breaker or half-day), the market will resolve according to the official closing price of the abbreviated session. If no such official closing price is published, the market will resolve according to the next trading day on which an official closing price is published, treating that day as the first day of trading for the purposes of this market.
Discord’s confidential January 2026 SEC filing and engagement of Goldman Sachs and JPMorgan have not produced a public S-1 or listing date as of September 2026, shifting the base case for an IPO into 2027 and supporting the 54.5% market-implied probability of no debut by December 31, 2027. Secondary-market valuations have stabilized near $8.5 billion—well below the 2021 $15 billion peak—reflecting softer multiples for consumer platforms amid an IPO pipeline dominated by AI and infrastructure names. With roughly 200 million monthly active users and $600–900 million in annualized revenue, the 8–11 billion closing-market-cap bracket leads IPO outcomes at 11.9% as traders price in realistic compression from prior private marks. Key upcoming catalysts include any public filing or shifts in equity-market sentiment for non-AI consumer listings.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于



警惕外部链接哦。
警惕外部链接哦。
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