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TEXXR

Chronicles

The story behind the story

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Sources: Epic Games, which owns Fortnite, Unreal Engine, and Houseparty, is close to raising $750M at a ~$17B valuation, with investors including T. Rowe, KKR

- Epic owns Fortnite video game, Unreal Engine and Houseparty  — T. Rowe, KKR, Baillie Gifford to participate in round

Bloomberg

Context & Ripple Effects

This round is the midpoint of a fast escalation arc. Two months earlier, Epic was reportedly shopping $500M–$1B at a valuation above $15B; what lands here is $750M at roughly $17B with T. Rowe, KKR, and Baillie Gifford attached. The buyer base matters: KKR is re-upping after leading Epic's 2018 $1.25B raise, while T. Rowe and Baillie Gifford are public-market growth investors entering a private game company for the first time.

The asset they are buying is broader than Fortnite. Epic has spent the past year assembling a three-part business — the game, the Unreal Engine licensing arm, and the Houseparty acquisition made just before lockdowns turned video-chat social into a mainstream category.

First-order effects

  • Epic banks fresh war chest at a step up from the >$15B it discussed in April, with KKR doubling down on its 2018 position and T. Rowe and Baillie Gifford giving the cap table a public-markets stamp of approval.

Second-order effects

Third-order effects

  • The cadence compounds: by March 2021 Epic is finalizing another $1B at ~$28B on top of the $17.3B round, suggesting institutional capital will keep repricing Epic upward between rounds — extending its runway as a private company rather than pushing it toward an IPO.
  • If public-market managers keep underwriting game studios at platform-scale valuations, the gap between private marks and any eventual exit price becomes the structural risk worth watching.

The trend: Institutional capital is repricing game-platform companies through successive private mega-rounds, keeping winners like Epic private, well-funded, and free to spend across games, engines, and social apps.

Discussion

  • @ballmatthew Matthew Ball on x
    Per Twitch, Fortnite hit 2.3MM livestreams during today's event, beating prior Twitch record of 1.7MM (LOL finals) and prior Fortnite record (1.7MM) https://twitter.com/...
  • @zhugeex Daniel Ahmad on x
    Fortnite is still a huge earner for Epic. $400m Revenue / 3.2bn hours played in Fortnite BR during April 2020. 2019 Epic Games revenue: $4.2bn 2019 Epic Games EBITDA: $730m Revenue / Profit forecast for 2020 is $5bn / $1bn. https://venturebeat.com/...
  • @madhavchanchani Madhav Chanchani on x
    Fortnite maker Epic Games is raising $750 million from T Rowe, Baillie Gifford at post-money valuation of $17 billion Fortnite has more than 350 million users Revenue for 2020 is forecast to be $5 billion, with EBITDA of $1 billion https://venturebeat.com/...
  • @damianburns Damian Burns on x
    In 2012, Tencent paid $330m for a 40% stake in Epic 8 years later, that stake is now worth $6.8 billion https://www.bloomberg.com/...
  • @ballmatthew Matthew Ball on x
    Fortnite remains much more popular, profitable than press coverage, “buzz”, surveys ever suggest Active users likely at record highs Estimates say <$2B in Fortnite revenue in 2019. But reports say Epic did $4.2B total. WAY more than 45% was Fortnite https://venturebeat.com/...
  • @yangcliu Yang on x
    EG will be worth $100B one day in the next 10 years. If I had to guess, gaming will be <10% of Epic's business. So much more to do in industrial/enterprise applications, not to mention AR/VR layer eventually https://www.bloomberg.com/...
  • @valleyhack Ashlee Vance on x
    How can you make Fortnite and need to raise money? https://twitter.com/...
  • @katie_roof Katie Roof on x
    Update on that Epic round. The owner of Fortnite and Houseparty was able to secure funds at a $17 billion post money valuation https://www.bloomberg.com/...
  • @yoda Drew Olanoff on x
    They ain't playin.....😎...games https://twitter.com/...