IPO Winners & Losers

IPO Winners & Losers from Renaissance Capital is your weekly briefing on the IPO market. Each episode breaks down the biggest IPO news, new listings, and market trends shaping deal flow: what’s working, what’s not, and what it means for investors. Built as a companion to our weekly newsletter, The IPO Market's Winners and Losers Last Week, this podcast turns market analysis into a fast, conversational format. Stay ahead of the next generation of public companies. Get the newsletter in your inbox every week: https://ipos.renaissancecapital.com/l/1104911/2025-11-04/7p1rtn

IPO Winners & Losers is a business podcast hosted by Renaissance Capital, with 20 episodes on record and a Required Pod Score of 80.

Renaissance Capital hosts IPO Winners & Losers, a business show with 20 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #22

  IPO Winners & Losers: Oura IPO Stalls, Software Rallies, and Anthropic Looms

  Oct 4, 202618 min

  Welcome back to Renaissance Capital’s IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • Oura postpones its $2.1 billion IPO as investors push back on valuation • Accelevation gets its deal done, but only after pricing below the range • Four IPOs are pulled in two weeks as buyers demand bigger discounts • Software stocks rally while AI hardware names lose momentum • Anthropic’s expected November IPO begins to shape the entire Q4 calendar We also discuss why the IPO market may be narrowing rather than closing, why strong demand still isn’t enough when buyers and sellers disagree on price, and whether the rotation into software could finally reopen one of the market’s most frozen IPO categories. Want to chime in? Send us a message!

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  Episode #21

  IPO Winners & Losers: Oura, Bonds, and More AI Infrastructure

  Sep 27, 202616 min

  Welcome back to Renaissance Capital’s IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • Oura prepares to test the market with a nearly $15 billion valuation • ADARx Pharmaceuticals rises after a $446 million biotech IPO backed by AbbVie • Bamboo Insurance postpones its offering as buyers push back on valuation and deal structure • Accelevation tests whether demand for AI infrastructure IPOs is still alive • The IPO Index keeps outperforming even as the bond market sells off We also discuss why the IPO market may have a pricing problem more than a demand problem, why investors are asking issuers to bring back the traditional IPO discount, and whether Oura and Accelevation can prove that buyers are still willing to step up when the valuation is right. Want to chime in? Send us a message!

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  Episode #20

  IPO Winners & Losers: Rates Rise, Nscale Files, and SpaceX Joins the Index

  Sep 20, 202615 min

  Welcome back to Renaissance Capital’s IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • The Fed raises rates for the first time in three years, forcing IPO issuers to rethink timing and valuation • Holtec Nuclear postpones its $825 million IPO as the AI power trade cools • American Savings Bank stands out as the only new listing to trade higher • The fall IPO pipeline stays deep, with AI infrastructure, consumer, software, and financial names still waiting in the wings • SpaceX officially joins the Renaissance IPO Index at the latest quarterly rebalance We also discuss why higher rates hit growth IPOs first, whether Holtec’s postponement signals a broader problem or just another AI mini-cycle, and why the next round of launches will tell us whether this week was simply a hiccup — or a real hurdle for the fall IPO market. Want to chime in? Send us a message!

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  IPO Winners & Losers

  IPO Winners & Losers: Fall IPOs Trickle In, Nuclear Lines Up, and Anthropic Waits

  Sep 13, 202614 min

  Welcome back to Renaissance Capital’s IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • The fall IPO market gets moving, but launches come in lighter than expected • Holtec Nuclear prepares to test investor appetite for a battered nuclear theme • Anthropic delays its filing timeline again, pushing a potential listing deeper into the fall • Hot CPI, $100 oil, and near-5% Treasury yields pressure growth stocks and IPO sentiment • Venture Global rallies while ServiceTitan plunges after a weak earnings setup We also discuss why the fall IPO market looks cautious rather than closed, what Holtec’s debut could signal for the broader pipeline, and why Anthropic’s timing may shape the calendar for every other major issuer waiting in the wings. Want to chime in? Send us a message!

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  Episode #18

  IPO Winners & Losers: Oura, Software, and the Fall IPO Pickup

  Sep 6, 202617 min

  Welcome back to Renaissance Capital’s IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • The fall IPO calendar comes alive with up to eight potential launches after Labor Day • Anthropic’s public filing could land at any moment and reshape the entire quarter • SB Energy files for a potential $5 billion-plus IPO backed by a massive data center backlog • Oura enters the pipeline as consumer IPO activity continues to broaden • Entrata revives its IPO plans as software finally shows signs of thawing We also discuss whether investors will pay up for AI infrastructure built on future backlog, why Oura’s subscription economics could determine how the market values the company, and whether the return of software filings signals that one of the IPO market’s most frozen sectors is finally reopening. Want to chime in? Send us a message!

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